Washington Trust, CFAR and Burns Levinson host a live webinar panel discussion: Growth & Legacy: 2021 Estate & Business Planning Options

The panel will include:

• Jen Cookke, President of F.H. French Co and a faculty member at M.I.T.’s Center for Real Estate
• Caleb White of CFAR
• David Raymon of Burns & Levinson
• and several members of the Washington Trust team

The panel will be an educational setting where we will discuss the challenges of transitioning a family business and current opportunities for tax-efficient transfer of ownership, and more. Participants will walk away with a sense of what to consider and potentially implement to take advantage of the current environment, including interest rates and potentially disadvantageous tax changes, as well as planning strategies for taking action.

Limited spaces available

Google Calendar

Apple Calendar

Outlook