Name:
Succession Planning Peer Group - Live Virtual Meeting
Date:
October 14, 2021
Time:
7:30 AM - 8:30 AM EDT
Website:
Conway Center for Family Business
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.
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:
https://us02web.zoom.us/meeting/register/tZwodeuhrj4qHN2w1UKTB2UxCnqQNY0uqsWe
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.