Events Calendar - Succession Planning

Thursday May 11, 2023
Should you gift your family business to the next generation, or should the next generation be asked to buy the family business? What happens when the next generation inherits the family business? Should you gift your family business to the next generation, or should the next generation be asked to buy the family business? What happens when the next generation inherits the family business? Join us for this Succession Planning Roundtable as we address these transfer issues, including: When you should start the discussion to minimize disruption around your family relationships and your family business. Ways to transfer your business to your son or daughter so you incur the least amount debt and tax liability possible. How each transfer technique affect the new owner’s basis, and how to best structure your transition plan to meet your overall goals. Bea Wolper of Emens Wolper Jacobs & Jasin and Meredith Sugar of Taft/ will facilitate this discussion, give practical advice, and answer any questions you may have. Generously sponsored by Morgan Stanley ... read more
Categories: CCFB Roundtable, Succession Planning