Estate & Business Succession Planning Seminar - 9.14.16

September 14, 2016

Please join Kaufman & Canoles, Old Point National Bank, and Old Point Trust for a complimentary seminar on Estate and Business Succession Planning. Our speakers will discuss estate and business succession planning, as well as how to implement and finance your plan. Topics will include:

  • Keep what you have
  • Using the IRS to defer recognition of income tax
  • The succession process, strategies, and tools
  • The role of a corporate trustee
  • How and when to use life insurance

Wednesday, September 14, 2016
5:30 p.m.
The Mariners’ Museum
100 Museum Drive
Newport News, VA 23606

Presented/Hosted by:
Philip Hatchett, Rob Johnson, and Sarah Messersmith of Kaufman & Canoles, Jeff Clemons and Don Buckless of Old Point National Bank, Doug Headley and Gene Jordan of Old Point Trust and David Boekeloo of LPL Financial.

For more information or to register, click the link below or contact Andrea King at (757) 624.3209 by September 7th. Attendees are welcome to bring a guest; pre-registration is strongly suggested to guarantee a seat.