Protecting your Business and Wealth: Estate Planning Essentials for Entrepreneurs

NCCBA April 2025 Luncheon Event –

Protecting your Business and Wealth: Estate Planning Essentials for Entrepreneurs

Speaker: Xiaoyang (Fiona) Wang,

Xiaoyang “Fiona” Wang is a distinguished attorney and the founder of the Law Office of Fiona Wang, PLLC, based in Cary, North Carolina. Ms. Wang is licensed to practice law in both New York and North Carolina. She earned her Juris Doctor from the University of Missouri School of Law and holds both a Master of Science and a Bachelor of Science from Renmin University School of Law in China. Her firm specializes in providing customized legal solutions in the areas of real estate settlement, estate planning, and business consultation, with a particular focus on serving immigrant families and business owners. As an immigrant herself, Ms. Wang brings a deep understanding of the unique challenges faced by her clients and is committed to helping them achieve their business and investment goals. She has helped a variety of local businesses to set up equity and business succession structures and to advise on corporate governance, contract and commercial lease review and business acquisition issues.

Topic: Protecting your Business and Wealth: Estate Planning Essentials for Entrepreneurs

What you will learn:

1. The key documents every business owner must have to protect their legacy, including essential estate planning, business succession, and operating agreements.
2. How to create a smooth exit/transfer strategy with a Buy/Sell Agreement and ensure your business thrives beyond your involvement.
3. Proven asset protection strategies to safeguard your business and personal assets from unforeseen risks.

NCCBA members and non-members are welcome to attend!

When: 4/25/2025 (Friday) 11:30AM-1:30PM EST

Agenda:

11:30:00 AM-11:59AM:

Sponsors Business Expo & Networking & Business Cards Dropping

*Non sponsors can purchase a booth for $100

11:45AM:           Lunch Starts

12:00-12:08PM: President Opening Remark

12:08PM-12:13PM:         Sponsor/Member Spotlight        * 1 sponsor/1 member

12:13PM-12:15PM:         Guest Speaker Intro

12:15PM-12:50PM         Guest Speaker Presentation

12:50PM-1:00PM:

Raffle Prizes & President Thanks Guest Speaker & Closing Remarks

1:10PM-1:30PM:         Networking

Where: Class-Room A on first floor of 800 Frontier, 800 Park Offices Drive RTP, NC, 27709

Fee:
Members-Free
Non-Members: $25 ($25 to cover “Non-Member Paid Ticket” and lunch with drinks).

Registration: Online Registration. Obtain a ticket by clicking the Add to cart button to order a “Member-Only Ticket” or “Non-Member Paid Ticket $25” through our shopping cart on the event page.

Event Website Link: https://www.nc-cba.org/event/

Language: English

NCCBA sponsors: