Succession Planning Roundtable: Back to the Basics - Essential Documents For Your Family Business

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Name: Succession Planning Roundtable: Back to the Basics - Essential Documents For Your Family Business
Date: May 22, 2025
Time: 8:00 AM - 9:30 AM EDT
Registration: Register Now
Event Description:

Back to the Basics - Essential Documents For Your Family Business​

Ensure the future of your family business by securing the essential legal documents needed for effective succession planning. Without these safeguards, your family business could face significant challenges during transitions. Join us for this roundtable discussion as we revisit the foundational documents every family business should have in place to protect its legacy.

Discuss will include:
  • Estate planning documents
  • Buy-sell agreements
  • Transfer of assets beyond stock
  • Proper asset titling
Attorneys Bea Wolper of Emens Wolper Jacobs & Jasin and Meredith Sugar of Taft/ will offer practical advice and answer your questions, helping you navigate the complexities of family business succession with confidence. Don't miss this opportunity!

Generously sponsored by Morgan Stanley   
 

It is never too early to think about succession planning in a family-owned business!  This dynamic quarterly roundtable is facilitated by Bea Wolper of Emens Wolper Jacobs & Jasin Law Firm and Meredith Sugar of Taft/. 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:
Location:
Ohio Dominican University
Griffin Student Center -  PRESIDENT'S DINING ROOM 
1215 Sunbury Road 
Columbus 43219

* The President's Dining Room is on the 2nd floor of the Griffin Student Center.  Turn right if you take the stairs; turn left off the elevator. Follow the Conway signs!

Please print and place this PARKING PASS on your dashboard.
Date/Time Information:
Thursday, May 22, 2025
7:45-8:00 a.m. - Registration/Coffee
8:00-9:30 a.m. - Session
Contact Information:
Amy Dotts, COO & Events Manager
Send an Email
Fees/Admission:
Free for all Conway Center members. Owners and next gens are strongly encouraged to attend this session together!

Printed courtesy of www.familybusinesscenter.com – Contact the Conway Center for Family Business for more information.
P.O. Box 361106, Columbus, OH 43236 – (614) 253-4820 – info@familybusinesscenter.com