Apr
12
XPX Fairfield - Transitioning to Insiders – Family Business Planning and Continuity
Details
Transferring ownership of family businesses to the next generation can be a tricky process. In this session we will explore:
- The politics of ownership – How to balance the objectives of family members outside of the business vs. family members actively involved in the business or on the executive team
- How best to transfer to the next generation and maximize benefits using estate planning and other trust instruments
Presenters:
Carolyn Reers, Partner at Wiggin and Dana, Bio
Jane Beddall, Founder & Principal of Dovetail Resolutions LLC, Bio