Apr
12
XPX Fairfield - Transitioning to Insiders – Family Business Planning and Continuity
Details
Date & Time
Fri, Apr 12th , 2019 ⋅ 7:30am - 9:30am (EDT)
Location
The Shore and Country Club, 220 Gregory Boulevard, Norwalk
Tickets
CT and Tri-State Members
$0.00
Non-members Early Bird (through 4/9)
$75.00
Non-members Regular Fee
$90.00
Other XPX Chapter Members Early Bird (through 4/9)
$55.00
Other XPX Chapter Members Regular Fee
$75.00
Same Day Registration/Walk-in Fee
$100.00
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
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