Small Business Succession Planning

Date: Thursday, October 5, 2023
Time: 12:00pm - 1:30pm
Location: The Grand Event Center
Speaker: Kira Masteller


Kira will discuss what to do to prepare a business for succession, including considerations and potential pitfalls.  She will take a deep dive into the various ways to transistion a business and tax consequences probate and planning professionas need to be aware of. 

Kira S. Masteller is a California trust and estate planning attorney and Shareholder at Lewitt & Hackman. Her practice focus includes Federal estate and gift tax planning, estate planning, business succession planning, trusts, wills, powers of attorney, post-death trust administration, and probate. With over 20 years of dedicated work in these areas, Ms. Masteller also has experience defending senior clients from adult children attempting to control family assets, and in setting up highly specialized trusts to benefit charities, family pets and other alternative beneficiaries.

Thank you to this month's Speaker Sponsor Daniel Taylor

Thank you to our Annual Sponsors

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