CLE - VIDEO ENCORE: Estate & Business Planning_Family-Owned

CLE - VIDEO ENCORE: Estate & Business Planning_Family-Owned
9:30 AM - 11:00 AM - Login link and course materials will be provided electronically the afternoon of the program. 1.5 SUB credits


VIDEO ENCORE: Estate Planning and Business Succession Planning for Family-Owned Businesses

There are over five million family-owned businesses in the United States, and nearly all of them will eventually be transferred, either within the family or to outsiders. This program combines the expertise of estate planning lawyers and business planning lawyers to offer guidance on this process.

Program attendees will learn:
  • Estate planning techniques in the transfer of family businesses, including a timeline for their use
  • Business planning techniques to help maximize the value received when businesses are sold, and methods of protecting the business, such as shareholder agreements, when the business is transferred within the family
  • How to deal with family business issues beyond corporate and tax law including the importance of communication

Estate and succession planning is important for everyone, but especially for family business owners because it ensures that a family business continues to thrive from generation to generation; or benefits the family into the future after a transfer to an outside entity.  
Whether you advise or own a family business, or are an estate practitioner looking for a deeper understanding of the closely-held business, join us for this program designed to tackle the issues of family business succession planning.

Brian Brogan, MS, CMT, CEPA, WFFA
The Initiative for Family Business & Entrepreneurship
Saint Joseph’s University

Ross Bruch, Esq.
Vice President, Private Wealth Management
Brown Brothers Harriman

Sean-Tamba Matthew, Esq.
SES ESOP Strategies
A Stevens & Lee/Griffin Company

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Registration amount and category will be verified prior to credits being reported!

1/27/2021 9:30 AM - 11:00 AM
Philadelphia Bar Association Via WEBCAST PA UNITED STATES
Registration is CLOSED.
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