Print Page   |   Contact Us   |   Report Abuse   |   Sign In   |   Register
Business Succession Planning for Estate Planners (teleseminar)
Register Tell a Friend About This EventTell a Friend
 

This program will provide you with a process for anticipating and techniques for mitigating family drama in succession planning, and discuss several practical alternatives for transferring control and ownership.

 Export to Your Calendar 10/26/2016
When: 10/26/2016
1:00 PM to 2:00 PM
Where: United States
Contact: (404) 521-0781


Online registration is available until: 10/26/2016
« Go to Upcoming Event List  

 
One-hour CLE programs are just a phone call away
Convenient, affordable, timely and informative
 
An 800 number connects you to nationally recognized practice leaders who will speak on important issues and emerging trends in the law. You can also pose your own questions to the speakers. Written materials and other details are emailed in advance to pre-registrants.

 
Business Succession Planning for Estate Planners, 1 CLE hour
 

1:00 p.m. E.T. (60 minutes)

 

One of the biggest challenges common to most family businesses is succession. Who’s next? After a founder chooses to retire, or forced into it by disability or incapacity, or dies, who among the next generation can step competently into senior leadership, preserve the economic value of the company, and do so without creating a rupture in the family? Many successful family businesses founder because this process is not carefully planned and executed. And succession planning is an inseparable part of trust and estate planning. Without succession planning, all the elaborate transfer and tax plans are without a goal. This program will provide you with a process for anticipating and techniques for mitigating family drama in succession planning, and discuss several practical alternatives for transferring control and ownership. 

• Anticipating and mitigating family drama in succession planning
• Common drama triggers – lack of communication, income expectations of family members,

   intra-family strife
• Planning for phased withdrawal of a senior generation using lifetime gifting
• Use of buy-sell agreements with key family and non-family members 
• Sales to third-parties where an equitable or peaceable within the family is not possible
• Planning for the disability or incapacity of key members of the senior generation
• Issues involving key non-family member employees and their retention in the succession

Speakers:

David T. Leibell is Senior Wealth Strategist at UBS Private Wealth Management in New York City, where he provides clients comprehensive strategies to assist in the preservation, transfer and management of wealth.  He also serves as an internal resource for UBS clients on all issues related to tax, estate planning, philanthropy and wealth planning.  He is chairman of the Family Business Committee for Trusts and Estates Magazine and is listed in “The Best Lawyers in America” for two practice areas— Trusts and Estates and Charities/Non Profits.  Before joining UBS, he was a partner in the Private Client Services Department of Wiggin and Dana, LLP in Greenwich, Connecticut.  Mr. Leibell received his B.A. from Trinity College and his J.D. from Fordham Law School.

Daniel L. Daniels is a partner in the Greenwich, Connecticut office of Wiggin and Dana, LLP, where his practice focuses on representing business owners, corporate executives and other wealthy individuals and their families.  A Fellow of the American College of Trust and Estate Counsel, he is listed in “The Best Lawyers in America,” and has been named by “Worth” magazine as one of the Top 100 Lawyers in the United States representing affluent individuals. Mr. Daniels is co-author of a monthly column in “Trusts and Estates” magazine.  Mr. Daniels received his A.B., summa cum laude, from Dartmouth College and received his J.D., with honors, from Harvard Law School.

 

Association Management Software Powered by YourMembership.com®  ::  Legal