Navigating Rough Waters Video 2-Death & Disability Case Study

Please join Wayne M. Zell, Esq. for this 2nd of eight videos of Episode 3: Navigating Rough Waters, which continues the discussion of case studies on planning for death or disability of a business owner.

This is part of the third of six Business Success(ion) Planning Bootcamps for Professional Advisors conducted at the offices of Odin, Feldman & Pittleman, P.C. from March 2017 – October 2017. This segment was recorded on May 17, 2017. The sessions are being compiled into a book entitled “Business Success(ion) Planning“, which will be available in the Spring 2018.

Comments are closed.