BEGIN:VCALENDAR
VERSION:2.0
PRODID:-//ChamberMaster//Event Calendar 2.0//EN
METHOD:PUBLISH
X-PUBLISHED-TTL:P3D
REFRESH-INTERVAL:P3D
CALSCALE:GREGORIAN
BEGIN:VEVENT
DTSTART:20240523T120000Z
DTEND:20240523T133000Z
X-MICROSOFT-CDO-ALLDAYEVENT:FALSE
SUMMARY:Succession Planning Roundtable: The Right Ways to Manage and Handle "Fun" Assets
DESCRIPTION:The Right Ways to Manage and Handle "Fun" Assets\n\n\n\nYou have worked hard to build your wealth\, but there is more work to do! To ease the emotional\, psychological\, legal\, and financial burdens of asset distribution\, you should have a well-thought-out plan in place.\n\n\n\nJoin us as we discuss best practices and the various ways to transfer/manage assets\, including:\n\n  Succession of family cottages and vacation homes - including how and when families decide to "use" them in the future\n\n  Real estate\n\n  Valuable personal property such as jewelry\, art\, collectibles\, and furniture\n\n  Cars/boats\n\n  Memberships\n\n  Oil and gas interests\n\n  Keys\n\n  Digital Assets\n\n  Pets (including horses)\n\n\n\nMichael Schoedinger from Schoedinger Funeral & Cremation Services will share with us some of the complexities associated with cemetery plots and the steps that should be taken to avert possible disputes or quarrels between family members or the cemetery. Do you think your kids are allowed to be buried in your family plot? Maybe not ... \n\n\n\nFinally\, the importance of health documents\, including POA and health directives will be addressed. Most of us don't expect to go on Medicaid\, but if you spend your final years in a nursing home at over $100k/year\, you may run out of money.  What assets are protected to qualify for Medicaid other than a prepaid funeral?\n\n\n\nBea Wolper of Emens Wolper Jacobs & Jasin and Meredith Sugar of Taft/ will facilitate this discussion\, give practical guidance\, and answer any questions you may have. Don't miss this opportunity!\n\n\n\nGenerously sponsored by Morgan Stanley   \n\n\n\n \n\n\nIt is never too early to think about succession planning in a family-owned business!  This dynamic quarterly peer group 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.
X-ALT-DESC;FMTTYPE=text/html:<br />\n<span style="font-size:14px\;"><span style="font-family:arial\;"><strong>The Right Ways to Manage and Handle &quot\;Fun&quot\; Assets</strong><br />\n<br />\nYou have worked hard to build your wealth\, but there is more work to do! To ease the emotional\, psychological\, legal\, and financial burdens of asset distribution\, you should have a well-thought-out plan in place.<br />\n<br />\nJoin us as we discuss best practices and the various ways to transfer/manage assets\, including:<br />\n&bull\; Succession of family cottages and vacation homes - including how and when families decide to &quot\;use&quot\; them in the future<br />\n&bull\; Real estate<br />\n&bull\; Valuable personal property such as jewelry\, art\, collectibles\, and furniture<br />\n&bull\; Cars/boats<br />\n&bull\; Memberships<br />\n&bull\; Oil and gas interests<br />\n&bull\; Keys<br />\n&bull\; Digital Assets<br />\n&bull\; Pets (including horses)<br />\n<br />\nMichael Schoedinger from Schoedinger Funeral &amp\; Cremation Services will share with us some of the complexities associated with cemetery plots and the steps that should be taken to avert possible disputes or quarrels between family members or the cemetery. Do you think your kids are allowed to be buried in your family plot? Maybe not ...&nbsp\;<br />\n<br />\nFinally\, the importance of health documents\, including POA and health directives will be addressed. Most of us don&#39\;t expect to go on Medicaid\, but if you spend your final years in a nursing home at over $100k/year\, you may run out of money.&nbsp\; What assets are protected to qualify for Medicaid other than a prepaid funeral?<br />\n<br />\nBea Wolper of Emens Wolper Jacobs &amp\; Jasin and Meredith Sugar of Taft/ will facilitate this discussion\, give practical guidance\, and answer any questions you may have. Don&#39\;t miss this opportunity!</span></span><br />\n<br />\n<span style="font-family:arial\;"><span style="font-size:14px\;"><em>Generously sponsored&nbsp\;by&nbsp\;</em><a href="http://fa.morganstanley.com/fortis/"><em>M</em></a><a href="http://fa.morganstanley.com/fortis/"><em>organ Stanley</em></a>&nbsp\; &nbsp\;</span></span><br />\n<br font-size:="" style="color: rgb(51\, 51\, 51)\; font-family: sans-serif\, Arial\, Verdana\, " trebuchet="" />\n&nbsp\;\n<hr font-size:="" style="border-right: 0px\; border-bottom: 0px\; border-left: 0px\; border-image: initial\; border-top-style: solid\; border-top-color: rgb(204\, 204\, 204)\; color: rgb(51\, 51\, 51)\; font-family: sans-serif\, Arial\, Verdana\, " trebuchet="" /><br font-size:="" style="color: rgb(51\, 51\, 51)\; font-family: sans-serif\, Arial\, Verdana\, " trebuchet="" />\n<span style="font-family:arial\;"><em><span style="font-size:14px\;"><span style="color: rgb(51\, 51\, 51)\;">It is never too early to think about succession planning in a family-owned business!&nbsp\;&nbsp\;</span><span style="color: rgb(51\, 51\, 51)\; background-color: rgb(255\, 255\, 255)\;">This dynamic quarterly peer group is facilitated by</span><span style="color: rgb(51\, 51\, 51)\;">&nbsp\;Bea Wolper of Emens Wolper Jacobs &amp\; 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\;&nbsp\; attending together with successors or next gens is very important and beneficial.</span></span></em></span><br font-size:="" style="color: rgb(51\, 51\, 51)\; font-family: sans-serif\, Arial\, Verdana\, " trebuchet="" />\n<strong font-size:="" style="color: rgb(51\, 51\, 51)\; font-family: sans-serif\, Arial\, Verdana\, " trebuchet=""><span style="color: rgb(255\, 0\, 0)\;">&nbsp\;</span></strong>
LOCATION:Ohio Dominican University Griffin Student Center - RM 258-259 1215 Sunbury Road Columbus 43219 Please print and place this PARKING PASS on your dashboard.
UID:e.9081.7680
SEQUENCE:3
DTSTAMP:20260504T195744Z
URL:http://conwayfamilybusiness.memberzone.com/events/details/succession-planning-roundtable-the-right-ways-to-manage-and-handle-fun-assets-7680
END:VEVENT

END:VCALENDAR