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Securing Your Business and Legacy Through Estate Planning
Learn about how to secure your business and your legacy through estate planning. Topics covered will include estate planning, business succession planning, and pre-liquidity planning for optimal tax, business, and family planning efficiencies. Special attention will be given to the needs of startup and tech businesses, including through discussions of QSBS stacking and packing, GRATs, DGTs, and charitable planning techniques.

About the speaker:
Steffi Gascón Hafen is a Certified Specialist in Estate Planning, Trust and Probate Law, California Board of Legal Specialization. She is a cofounding partner of the San Diego office of Snell & Wilmer, a partner of the firm’s Private Client Services and General Federal Tax practice groups, and works in the San Diego, Orange County and Los Angeles offices. Her practice is concentrated in tax, trust, and estate matters with emphasis in estate planning, trust and probate administration, and estate and gift taxation. She employs advanced estate planning techniques, including grantor retained annuity trusts, family partnerships, limited liability companies, charitable remainder trusts, defective grantor trusts, insurance planning, public charities, and private foundations. She also advises clients regarding succession planning for closely held businesses. In addition, Steffi has experience in state and local taxation, including income taxation, sales and use taxation, and property taxation, as well as issues regarding residency and domicile. Steffi also represents clients in front of the California state and local taxing authorities, and the Internal Revenue Service. She works with clients’ certified public accountants, financial planners, and other service providers to provide holistic solutions to clients’ needs.

Sep 14, 2021 12:00 PM in Pacific Time (US and Canada)

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