BREAKFAST BRIEFING: Small Business Estate Planning – A Cautionary Tale with Older, Lundy, Koch & Martino
Join the South Tampa Chamber of Commerce for an insightful presentation by Ann Taylor, Estate Planning Attorney, and Stacy Yates, Business Litigation & Family Law Attorney, as they discuss the critical importance of estate planning for small business owners.
With the Rupert Murdoch succession case making headlines, this session will explore key lessons from high-profile disputes and how small business owners can avoid similar pitfalls. Learn how to protect your business, secure your legacy, and prevent costly legal battles with proactive estate planning strategies.
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About Older, Lundy, Koch & Martino:
Older, Lundy, Koch & Martino is a law firm with uncompromising convictions offering a fresh and innovative approach to the practice of law. Their attorneys have the skills and interdisciplinary expertise that allows them to constantly deliver extraordinary service and results. They make things less complicated by always remaining focused on solutions, rather than perpetuating disputes. They are aggressive and provide real value to their clients. They believe people deserve to know the truth about every aspect of their cases. These things are simply part of their film's culture. Trusted since 2003, you can count on Older, Lundy to return every call, answer every email, and advocate for you every day.
Date and Time
Wednesday Sep 3, 2025
9:00 AM - 10:30 AM EDT
9:00am - Registration & Networking
9:15am - Program and Questions
10:30am - Conclusion of Event
Location
Roche Surety and Casualty Co.
4107 N Himes Ave #103
Tampa, FL 33607
Fees/Admission
This program is complimentary for South Tampa Chamber members and guests thanks to our partner, Older, Lundy, Koch & Martino. Pre-registration is required.