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Name: Succession Planning Peer Group - Live Virtual Meeting
Date: May 14, 2020
Time: 7:30 AM - 9:00 AM EDT
Event Description:

Passing Wealth Tax Free
  • What will the future bring regarding taxes?
  • Gifting – annual giving & exclusions
  • Tax law fluctuation
  • Grantor retained annuity trusts
  • Family limited partnerships
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 O’Brien of O’Brien & 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.

We will be using ZOOM for our meetings since we cannot meet in person!  Here is the link for this peer group virtual meeting, please register in advance:
https://zoom.us/meeting/register/tJMpd-GprDIoHdSBPS5ZMpyniSGqzLSJd8x6

After you register, an email will be sent to you from ZOOM with log-in information for the meeting.  You do not need a ZOOM account to join, you can attend this meeting from anywhere using a compatible computer or mobile device. We want to see your face so video will be enabled for peer group virtual meetings! Remember this is a casual group so appear as you are (messy hair/no make-up totally fine!).  Note that if you do not have video capability, you are still welcome to join.

** If you are new to ZOOM, you can test your device here: https://zoom.us/test
Event Sponsors:
Date/Time Information:

7:30-9:00 a.m.
Contact Information:
Amy Dotts, Event Manager
Fees/Admission:
Free for Conway Center members.  Register Here

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