Planning for the Inevitable. Yes, Someday You Will Be Gone

Berks Family Business Alliance Workshop

Join the Berks FBA and a panel of experts, including Jay R. Wagner, Co-Chair of Stevens & Lee’s Estates and Trusts Practice Group, for a discussion focused on estate planning. Topics to be discussed include:

• Estate planning basics
• The right timeframe to plan
• Simple tools for the estate planning process

Panelists:

• Facilitator and BV Expert / Succession Planning: Paula Barrett, CPA/ABV, CVA, CEPA, Partner, Business Consulting Group – RKL LLP
• Estate Planning Expert: Jay R. Wagner, Co-Chair, Estates and Trusts Practice – Stevens & Lee
• Estate Planning Expert: Brian Boland, Shareholder and Director, Estate Planning – Kozloff Stoudt Attorneys
• Wealth Advisor: Angela Wagner, Wealth Financial Planning Strategies – BB&T now Truist
• Business Planner: Stuart Smith, III, National Director, Business Value Strategies – Wilmington Trust / M&T Bank Emerald Advisory Services

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