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DTSTART:20261112T130000Z
DTEND:20261112T140000Z
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SUMMARY:Monthly Educational Program: Legacy in Action: Succession and Estate Planning Made Practical *Note DATE change to 11/12
DESCRIPTION:Legacy in Action: Succession and Estate Planning Made Practical\n\nSuccession and estate planning are some of the most important (and often most challenging) conversations family businesses will ever face. Yet many families delay planning until a transition is already underway.\n\nJoin us for an honest and practical discussion designed to help family business leaders think proactively about ownership transition\, leadership continuity\, family communication\, and protecting the legacy they've worked so hard to build.\n\nThis panel will bring together experienced family business leaders and trusted advisors to share real-world lessons\, common pitfalls\, and practical strategies for navigating succession and estate planning in a way that supports both the business and the family behind it.\n\nTopics will include:\n\n\n Preparing the next generation for leadership and ownership\n Balancing fairness\, family dynamics\, and business realities\n Estate planning considerations for family enterprises\n Communicating expectations and transition plans effectively\n Lessons learned from real succession experiences\n Building a long-term plan that protects both relationships and business continuity\n\n\nWhether your transition is years away or already underway\, this conversation will provide valuable insights and practical takeaways for family businesses at every stage.\n\n\n\n\n\n\n\nPanelists:\n\nJay Amstutz\, President - Ohio Power Tool\n\nTony Capuano\, SVP of Franchise Operations and Training - Donatos\n\nMatt McEnery\, President - MAC Construction\n\nSteven McEnery\, Vice President - MAC Construction\n\n\n\nFacilitated by:\n\nKelly Jasin - President\, Emens\, Wolper\, Jacobs\, Jasin Law Firm
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\nLegacy in Action: Succession and Estate Planning Made Practical
\n\nSuccession and estate planning are some of the most important (and often most challenging) conversations family businesses will ever face. Yet many families delay planning until a transition is already underway.
\n\nJoin us for an honest and practical discussion designed to help family business leaders think proactively about ownership transition\, leadership continuity\, family communication\, and protecting the legacy they&rsquo\;ve worked so hard to build.
\n\nThis panel will bring together experienced family business leaders and trusted advisors to share real-world lessons\, common pitfalls\, and practical strategies for navigating succession and estate planning in a way that supports both the business and the family behind it.
\n\nTopics will include:
\n\n\n - Preparing the next generation for leadership and ownership
\n - Balancing fairness\, family dynamics\, and business realities
\n - Estate planning considerations for family enterprises
\n - Communicating expectations and transition plans effectively
\n - Lessons learned from real succession experiences
\n - Building a long-term plan that protects both relationships and business continuity
\n
\n\nWhether your transition is years away or already underway\, this conversation will provide valuable insights and practical takeaways for family businesses at every stage.
\n
\n
\n
\nPanelists:
\nJay Amstutz\, President - Ohio Power Tool
\nTony Capuano\, SVP of Franchise Operations and Training - \;Donatos
\nMatt McEnery\, President - MAC Construction
\nSteven McEnery\, Vice President - MAC Construction
\n
\nFacilitated by:
\nKelly Jasin - President\, \;Emens\, Wolper\, Jacobs\, Jasin Law Firm
\n
LOCATION:Ohio Dominican University Griffin Student Center - ROOM 258-260 1215 Sunbury Rd. Columbus\, Ohio 43219 Please print and place this PARKING PASS on your dashboard.
UID:e.9081.8312
SEQUENCE:3
DTSTAMP:20260813T090347Z
URL:http://conwayfamilybusiness.memberzone.com/events/details/monthly-educational-program-legacy-in-action-succession-and-estate-planning-made-practical-note-date-change-to-11-12-8312
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