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DTSTART:20250522T120000Z
DTEND:20250522T133000Z
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SUMMARY:Succession Planning Roundtable: Back to the Basics - Essential Documents For Your Family Business
DESCRIPTION:Back to the Basics - Essential Documents For Your Family Business \n\n\n\nEnsure the future of your family business by securing the essential legal documents needed for effective succession planning. Without these safeguards\, your family business could face significant challenges during transitions. Join us for this roundtable discussion as we revisit the foundational documents every family business should have in place to protect its legacy.\n\n\n\nDiscuss will include:\n\n Estate planning documents\n Buy-sell agreements\n Transfer of assets beyond stock\n Proper asset titling\n\nAttorneys Bea Wolper of Emens Wolper Jacobs & Jasin and Meredith Sugar of Taft/ will offer practical advice and answer your questions\, helping you navigate the complexities of family business succession with confidence. Don't miss this opportunity!\n\n\n\nGenerously sponsored by Morgan Stanley \n\n \n\n\nIt is never too early to think about succession planning in a family-owned business! This dynamic quarterly roundtable is facilitated by Bea Wolper of Emens Wolper Jacobs & Jasin Law Firm and Meredith Sugar of Taft/. They provide a forum to discuss all aspects of succession planning - from inter-family dynamics to strategic planning - in interactive sessions that will provide the foundation for transitioning your family business to the next generation. This program is not just for founders/owners\; attending together with successors or next gens is very important and beneficial.
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\nBack to the Basics - Essential Documents For Your Family Business\;
\n
\nEnsure the future of your family business by securing the essential legal documents needed for effective succession planning. Without these safeguards\, your family business could face significant challenges during transitions. Join us for this roundtable discussion as we revisit the foundational documents every family business should have in place to protect its legacy.
\n
\nDiscuss will include:\n\n - Estate planning documents
\n - Buy-sell agreements
\n - Transfer of assets beyond stock
\n - Proper asset titling
\n
\nAttorneys Bea Wolper of Emens Wolper Jacobs &\; Jasin and Meredith Sugar of Taft/ will offer practical advice and answer your questions\, helping you navigate the complexities of family business succession with confidence. Don'\;t miss this opportunity!
\n
\nGenerously sponsored \;by \;Morgan Stanley \; \;
\n \;\n
\nIt is never too early to think about succession planning in a family-owned business! \; \;This dynamic quarterly roundtable is facilitated by \;Bea Wolper of Emens Wolper Jacobs &\; Jasin Law Firm and Meredith Sugar of Taft/. They provide a forum to discuss all aspects of succession planning - from inter-family dynamics to strategic planning - in interactive sessions that will provide the foundation for transitioning your family business to the next generation. This program is not just for founders/owners\; attending together with successors or next gens is very important and beneficial.
LOCATION:Ohio Dominican University Griffin Student Center - PRESIDENT'S DINING ROOM 1215 Sunbury Road Columbus 43219 * The President's Dining Room is on the 2nd floor of the Griffin Student Center. Turn right if you take the stairs\; turn left off the elevator. Follow the Conway signs! Please print and place this PARKING PASS on your dashboard.
UID:e.9081.8128
SEQUENCE:3
DTSTAMP:20260504T073524Z
URL:http://conwayfamilybusiness.memberzone.com/events/details/succession-planning-roundtable-back-to-the-basics-essential-documents-for-your-family-business-8128
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