Succession Planning Peer Group

Event Sponsors

The Fortis Group at Morgan Stanley
Date and Time

Thursday Jan 14, 2021
7:30 AM - 8:30 AM EST

7:30-8:30 a.m.

Location

ZOOM
https://us02web.zoom.us/meeting/register/tZwpcOmvqjktHt2dnIU7JEYzTc_RH8gomCxO
Webinar ID: 884 7074 2749

Fees/Admission

Free for Conway Center members.

Contact Information

Amy Dotts, COO
Send Email

Succession Planning Peer Group

Description


Corporate Entities
 
Family business often has special characteristics and needs that will affect the determination of which entity is best.  This session will include discussion of the following:

  • Hear the reasons why LLC’s are preferred for owning real estate
  • Understand why Ohio corporations need shareholder and director minutes
  • What is “piercing the corporate veil” and what happens if it occurs?
  • What are the benefits of subsidiaries in a family owned business?
 
Generously sponsored by Morgan Stanley   

It is never too early to think about succession planning in a family owned business!  This dynamic monthly peer group is facilitated by Bea Wolper of Emens & Wolper Law Firm, Thaddeus OBrien of OBrien & Associates, and Meredith Sugar of Taft Law. 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.
 
Please register in advance:
https://us02web.zoom.us/meeting/register/tZwpcOmvqjktHt2dnIU7JEYzTc_RH8gomCxO

After you register, an email will be sent to you from ZOOM with log-in information for the meeting.  
* If you are new to ZOOM, you can test your device here: https://zoom.us/test

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