Estate Planning for Entrepreneurs

As entrepreneurs, we spend years building, growing, and protecting our businesses. But what happens when the business becomes part of our family’s wealth?

Join EO Chicago for an interactive workshop with Gregory J. Bertsch, CPA, JD, founding partner of Duggan Bertsch and a nationally recognized advisor to entrepreneurs, business owners, and high-net-worth families. He’ll explore the intersection of estate planning, business ownership, taxes, asset protection, wealth transfer, and succession planning in a practical conversation designed to help you protect what you’ve built and plan what comes next.

Attendees: EO, Accelerators, Prospects