Lunch & Learn | Estate Planning and Succession with Stonebridge Law

Grab Your Lunch and Learn with Us: Estate Planning and Succession for Business Owners

Join us for a relaxed yet informative Lunch & Learn session featuring Spencer Schmidt from Stonebridge Law. With expertise in Estate Planning, Estate Administration, Real Estate, and Business Law, Spencer is the perfect guide to navigating the often-complex world of estate planning and business succession.

What's on the Agenda?

Spencer will share insights on key tools every business owner should consider, including:

• How shareholders agreements can protect your business's future
• The role of life insurance in your estate planning
• Setting up trusts to secure your assets
• The essentials of drafting a will

You'll also learn about the common traps many fall into and the important life events that should make you think about updating your estate plan.

Who Should Come?

This talk is tailor-made for current business owners, budding entrepreneurs, or anyone curious about how legal strategies can help safeguard your business and personal interests.

When: Tuesday, June 6th at Noon
Where: Cowichan Regional Visitor Centre
Cost: Absolutely free - just bring your lunch!