Name: Succession Planning Peer Group *Note Date Change to 3/5
Date: March 5, 2020
Time: 7:30 AM - 9:00 AM EST
Registration: Register Now
• Is your spouse currently involved?
• Providing for surviving spouses
• Spouses - Active and non-active in business
• Spouses serving as trustees
• Children from several marriages
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.