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Name: Succession Planning Peer Group
Date: February 11, 2021
Time: 7:30 AM - 8:30 AM EST
Event Description:

Asset Protection Planning – an Important Component of Estate Planning
 
To protect what you have, it is vital to take some defensive measures.  This session will address how to protect your assets and giving up control as it relates to:
  • Titling of assets
  • Legacy Trusts
  • Separate Property trusts
  • Prenuptials
Generously sponsored by Morgan Stanley   

It is never too early to think about succession planning in a family owned business!  This dynamic monthly peer group is facilitated by Bea Wolper of Emens & Wolper Law Firm, Thaddeus OBrien of OBrien & Associates, and Meredith Sugar of Taft Law. They provide a forum to discuss all aspects of succession planning - from inter-family dynamics to strategic planning - in interactive sessions that will provide the foundation for transitioning your 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.
 
Please register in advance:
https://us02web.zoom.us/meeting/register/tZAudumtrTwtHNFfJezQYvJLgMXZPd_Ok2ux

After you register, an email will be sent to you from ZOOM with log-in information for the meeting.  
* If you are new to ZOOM, you can test your device here: https://zoom.us/test
Event Sponsors:
Date/Time Information:
7:30-8:30 a.m.
Contact Information:
Amy Dotts, COO
Fees/Admission:
Free for Conway Center members.

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