Succession Planning Peer Group - Live Virtual Meeting - Oct 14, 2021 - Conway Center for Family Business

Succession Planning Peer Group - Live Virtual Meeting

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Name: Succession Planning Peer Group - Live Virtual Meeting
Date: October 14, 2021
Time: 7:30 AM - 8:30 AM EDT
Event Description:

Estate Tax Planning after 2021 
The Biden administration is expected to make significant changes to federal estate tax, gift tax, and generation-skipping transfer tax law, and to income tax basis and capital gains tax law as well. 

Join us for this important discussion so that you are prepared to act quickly should the provisions become law.  Learn why wealth transfer techniques that were once efficient need to be reevaluated to ensure they are still effective. Estate plans will also need to be revisited. to protect wealth for future generations.


This session will be offered virtually via ZOOM

Please register through this link:


An email will be sent to you with the registration confirmation and log-in information from ZOOM for the meeting.


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 Jacobs Jasin 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.
Event Sponsors:

This session will be offered live via ZOOM.

Please register through this link:

Webinar ID: 
828 4760 3391

Date/Time Information:

7:30-8:30 a.m.
Contact Information:
Amy Dotts, COO & Event Manager
Free for ALL Conway Center members to attend.  This is a "drop-in" peer group, you are encouraged but not required to attend all the sessions of this series.  Come when you can, but please register or RSVP in advance!  

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