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Estate Planning and Business Succession Planning for Family-Owned Businesses

What You Will Learn

This program addresses 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, and how to deal with family business issues beyond corporate and tax law including the importance of communication.

Share this program:

What You Will Learn

This program addresses 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, and how to deal with family business issues beyond corporate and tax law including the importance of communication.

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Price

$80 for CLE/CJE Credit - MEMBER (Philadelphia Bar Association)
$100 for CLE/CJE Credit - NON-MEMBER
$35 for NON-CLE Credit/ Law Student - Members (Materials Included)
$45 for NON-CLE Credit/ Law Student NON-Member

90 minutes

Date Published

December 10, 2020

Publisher

Philadelphia Bar Association

Subjects

Probate, Trusts & Estates Planning and Administration

Questions

For immediate assistance please consult our FAQ page. If you're unable to find the answer you need, please call 215-238-6349 (M-F, 8:30am-4:30pm ET) or e-mail customer service.

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Summary

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Estate Planning and Business Succession Planning for Family-Owned Businesses

Program Originally Presented Thursday, December 10, 2020

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. This program combines the expertise of estate planning lawyers and business planning lawyers to offer guidance on this process.

In this encore CLE 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

Whether you advise or own a family business or are an estate practitioner looking for a deeper understanding of the closely-held business, attend this program designed to tackle the issues of family business succession planning.

Panelists:
Brian Brogan, MS, CMT, CEPA, WFFA
Director, 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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Program Titles and Supporting Materials

This program contains the following components:

Media Files

Estate Planning and Business Succession Planning for Family-Owned Businesses - CLE Webcast VIDEO

Downloadable Files

Estate Planning and Business Succession Planning for Family-Owned Businesses - CLE Form and Evaluation

NO CREDIT_Estate Planning and Business Succession Planning for Family-Owned Businesses

Credit

If applicable, you may obtain credit in multiple jurisdictions simultaneously for this program (see pending/approved list below). Where applicable, credit will be only awarded to a paid registrant completing all the requirements of the program as determined by the selected accreditation authority.

How to Attend

Join the self-paced program from your office, home, or hotel room using a computer and high speed internet connection. You may start and stop the program at your convenience, continue where you left off, and review supporting materials as often as you like. Please note: Internet Explorer is no longer a supported browser. We recommend using Google Chrome, Mozilla Firefox or Safari for best results.

Technical Requirements
You may access this course on a computer or mobile device with high speed internet (iPhones require iOS 10 or higher). Recommended browsers are Google Chrome or Mozilla Firefox.

Annual Partners

Events and CLE