Join Richard Petrucci as he explains the basic objectives of Buy Sell Planning, identify the basic types of agreements and when they apply, and discuss the need for Buy Sell Planning with clients and prospects.
Richard J. Petrucci, Jr., J.D., CPA, CFP®
Rick focuses in the areas of estate planning, business succession planning, financial planning, executive compensation planning, taxation, asset protection planning ,special needs planning, and elder law. Rick has been an estate planning attorney in private practice, an estate and business planning attorney with a national insurance company, and a tax lawyer with an international accounting firm. In addition to being an attorney, Rick is also a Certified Financial Planner professional and a Certified Public Accountant. He currently works at Baystate Financial.
THIS PRESENTATION HAS BEEN SUBMITTED FOR 1 AND 1/2 CFP CREDITS.