Name: Succession Planning Peer Group - Live Virtual Meeting
Date: June 10, 2021
Time: 7:30 AM - 8:30 AM EDT
Our guest speaker Jessica Roshon, attorney from Taps & Sutton, will join us in the discussion of elder law estate ethical issues and other elder law matters including:
• Disability planning
• Protecting assets from nursing-home costs
• Transferring funds to children to avoid recapture rules
• Avoiding will contests among family members.
Generously sponsored by Morgan Stanley
This session will be offered remotely ONLY via ZOOM (due to our guest speaker availability).
Please register ONLINE via ZOOM
ONLINE REGISTRATION VIA ZOOM
Please register through this link:
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, 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.