Session 2: Family Succession Planning
May 8, 2024
Session 2: Family Succession Planning
Succession dilemma? Are you postponing planning due to uncertainty, risk, or fear of letting go? UHY's seasoned family succession and estate planning professionals will guide you through a process that will help solidify your legacy.
Join us for session 2 of our-part event series on Succession Planning, presented in collaboration with UHY Advisors. This month's session will be led by speaker Bob Boesiger, who will dive into Family Succession Planning. Gain insights on succession planning and your next steps and elevate your business legacy with expert guidance!
Attendees will have the opportunity to learn about:
• Opportunities & pitfalls of family succession planning.
• What estate planning strategies can minimize estate taxes as the tax laws are scheduled to surge at the end of 2025.
• Additional strategies that can help shareholders maintain control, while minimizing growth in shareholder estate.
• How a successful advisory board can help define and execute long term strategies.
About the Presenter:
Bob Boesiger
Partner, UHY LLP
Managing Director, UHY Advisors
Bob is the Managing Director of the firm’s Estate Strategies and Trust practice. He works closely with each client to create an effective estate planning design and assists in the implementation of appropriate strategies and techniques to achieve the client’s goals and objectives. Bob is well versed in a variety of legal, charitable, life insurance based, and asset protection strategies that provide the tools to create unique and effective plans. In his practice, Bob takes a holistic approach to create plans that can provide greater security and protection in order to safely shield client assets from taxes and losses during the most challenging financial and legal situations. Finally, he and his group complete the planning process by providing each client with sophisticated executive summaries as well as ongoing trust accounting and tax compliance.
Areas of Experience:
• Estate Attorney
• Wealth Transfer Planning
• Corporate Law Attroney
• Director of Wealth Planning
• Owner of Boesiger Law Firm
• Certified Public Accountant
Licenses and Certifications:
• Licensed CPA in the State of Michigan
• Licensed Life Insurance Producer in the State of Michigan
• Licensed CMA (Certified Management Accountant)
Join us for session 2 of our-part event series on Succession Planning, presented in collaboration with UHY Advisors. This month's session will be led by speaker Bob Boesiger, who will dive into Family Succession Planning. Gain insights on succession planning and your next steps and elevate your business legacy with expert guidance!
Attendees will have the opportunity to learn about:
• Opportunities & pitfalls of family succession planning.
• What estate planning strategies can minimize estate taxes as the tax laws are scheduled to surge at the end of 2025.
• Additional strategies that can help shareholders maintain control, while minimizing growth in shareholder estate.
• How a successful advisory board can help define and execute long term strategies.
About the Presenter:
Bob Boesiger
Partner, UHY LLP
Managing Director, UHY Advisors
Bob is the Managing Director of the firm’s Estate Strategies and Trust practice. He works closely with each client to create an effective estate planning design and assists in the implementation of appropriate strategies and techniques to achieve the client’s goals and objectives. Bob is well versed in a variety of legal, charitable, life insurance based, and asset protection strategies that provide the tools to create unique and effective plans. In his practice, Bob takes a holistic approach to create plans that can provide greater security and protection in order to safely shield client assets from taxes and losses during the most challenging financial and legal situations. Finally, he and his group complete the planning process by providing each client with sophisticated executive summaries as well as ongoing trust accounting and tax compliance.
Areas of Experience:
• Estate Attorney
• Wealth Transfer Planning
• Corporate Law Attroney
• Director of Wealth Planning
• Owner of Boesiger Law Firm
• Certified Public Accountant
Licenses and Certifications:
• Licensed CPA in the State of Michigan
• Licensed Life Insurance Producer in the State of Michigan
• Licensed CMA (Certified Management Accountant)