Ward and Smith Attorneys to Present on Business Succession and Estate Planning at NCBA CLE Program

Attorneys Richard Crow and Matt Thompson will share their insights at an upcoming Continuing Legal Education (CLE) program hosted by the North Carolina Bar Association.

Their session, titled “Business Succession Planning and Pre-Sale Estate Planning for Closely Held Business Owners,” is part of the NCBA’s Advanced Estate and Trust Planning: Tax and Business Planning Strategies course on May 8 at the NC Bar Center in Cary.

Their session is a timely presentation on the critical steps business owners must take to ensure a smooth transition of ownership and leadership. Their presentation will cover:

• Developing a thoughtful exit strategy
• Preparing for potential business sales
• Transferring ownership to heirs or third parties
• Estate planning strategies to minimize taxes and preserve wealth

Attendees will walk away with practical guidance on navigating the legal, financial, and interpersonal complexities that often accompany succession planning for closely held businesses.

For more information about the event, including topics and registration, visit the NCBA CLE event page.

Details at a Glance

• Date: May 8, 2025
• Time: 8:55 a.m. – 4:30 p.m.
• Location: NC Bar Center | Cary, NC; Live Webcast