2019 Strategies for Business Succession and Estate Planning

On Feb. 26, David Malson of the Grand Rapids office, along with referral sources Baker Holtz LLP and Strategies Wealth Advisors, hosted a seminar at the Grand Rapids Art Museum titled “2019 Strategies for Business Succession and Estate Planning.” The event attracted 20 clients, referral sources and community partners for a discussion on strategies and best practices for integrated business succession and estate planning for owners of privately held companies. Matt Wells of the Grand Rapids office also attended the event.