The purpose of this course is to prepare estate planning attorneys to serve clients who own small businesses as part of comprehensive estate planning. Estate planning for business owners goes far beyond a will. Business owners must address operations, customers, employees, vendors, licenses, leases, and other matters as part of their plan.

This CLE course will help the attorney manage client expectations and manage the expectations of the other players involved in the estate planning process, help attorneys identify gap-in-knowledge challenges for agents, and help attorneys develop long term advisory roles for their clients.