Coffee & Counsel - September

Speaking Engagement
Palmera Inn and Suites, 12 Park Lane, Hilton Head, SC

Join us for our September Coffee & Counsel - Trusts for Business Owners and Beyond

Thursday, September 30 - 9:00 AM - 10:00 AM EDT

We will discuss how succession planning for business owners is vital and the different tools business owners can use such as Qualified Subchapter S Trusts, Electing Small Business Trusts, Irrevocable Life Insurance Trusts, and more.

We want to hear from you and encourage you to submit questions. Please submit your questions by Wednesday, September 28th to Shelly McCarty at

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