Events Calendar - Succession Planning - Succession Planning - Conway Center for Family Business

Succession Planning

A quarterly peer group for family business leaders

From inter-family dynamics to strategic planning, these interactive sessions will provide the foundation for transitioning the family business to the next generation. This program is not just for founders/owners - attending together with successors or next gens is very important and beneficial.

Facilitator: Co-facilitated by Bea Wolper, Emens Wolper Jacobs & Jasin and Meredith Sugar, Taft/ Law.
Frequency: Quarterly
Fee: FREE for all Conway Center members
Pre-approval to join? No, this is a drop-in group, but meeting RSVP is required
Service Providers eligible? Yes, Service Providers are welcome (limit 2/company), meeting RSVP is required

Generously sponsored by Morgan Stanley

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Group Mailing List

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Upcoming Events

Events Calendar - Succession Planning

Thursday Feb 22, 2024
We are in a golden age of tax-free wealth transfers. Gifts up to $13.61 million (or $27.22 million for a married couple) can be made on a tax-free basis. But in less than two years, this is expected to change. The federal estate tax exemption will be cut by more than half and adjusted for inflation on December 31, 2025, the date of its expiration. Even though it is possible that new tax laws will be passed between now and then, it's best to start thinking ahead and implementing strategic wealth transfer plans now for your family business. Our discussion will include explanations and pros/cons of GRATs, SLATs, FLPs, and more! Bea Wolper of Emens Wolper Jacobs & Jasin and Meredith Sugar of Taft/ will facilitate this discussion, give practical guidance, and answer any questions you may have. Don't miss this opportunity! ... read more
Categories: CCFB Roundtable, Succession Planning

I still have questions. How can I get more information about the Succession Planning Roundtable?

Contact Amy Dotts, COO and Events Manager at adotts@familybusinesscenter.com or 614-847-0160

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