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DTSTART:20251113T223000Z
DTEND:20251114T010000Z
LOCATION:At The The Stardust (218 Iowa Street Davenport, IA )
UID:2839220251113T223000ZNew Approaches to Business Succession Planning Joint Meeting with Quad City Planned Giving Council  
DTSTAMP:20260615T224428Z
DESCRIPTION:\nPlease Join Us for the 2025 Annual Meeting Presented \n \nwith Quad City Planned Giving Council\n \nFeaturing Natalie Reitman-White, Principal of Prupose Owned  LLC \n \nBusiness ownership succession planning is a hot topic in the Estate planning community, with over 3 million business owners over the age of 55, of which 83% have no succession plan.  Purpose trusts have recently attracted attention as an alternative business ownership and succession planning tool. They can provide a strategy to transition ownership, maintain business operations, and fulfill the company’s mission. While well-publicized use of a purpose trust to own the voting shares of Patagonia in order to preserve the founder’s mission of protecting the environment  stimulated interest in the concept, however there are business owners of all stripes and sizes innovating with these models.  Natalie Reitman-White, who is one of the pioneers in designing purpose trusts to own  businesses, will share her experience-based knowledge on why business owners are choosing purpose-trusts. She will discuss their benefits, challenges, and real-world applications, offering insights into this emerging trend that’s redefining business succession planning.\n \nPlease Register Using the QR Code Below  \n \n\n
SUMMARY:New Approaches to Business Succession Planning Joint Meeting with Quad City Planned Giving Council   - Quad City Estate Planning Council 
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