NADA 2023

Sessions Speakers Exhibitors Products Press Releases Show Specials Floor Plan

Estate Planning: Protect Family Wealth & Maximize Returns (Room D174)

28 Jan 23
9:00 AM - 10:00 AM

Tracks: Business Essentials and Innovations

Grasp the basics of estate and succession planning for auto dealers, as well as how to leverage tools to protect family wealth and maximize future returns for both small and large dealer groups. Learn how an estate plan can provide tax incentives to increase returns while also providing the settlor with security, flexibility and control. Engage with Q&A during a discussion on how to tackle factory approval and about business succession best practices.