Succession Planning Roundtable: Gifting, Selling, or Inheriting – Transferring your Family Business to the Next Generation

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Gifting, Selling, or Inheriting – Transferring your Family Business to the Next Generation

Should you gift your family business to the next generation, or should the next generation be asked to buy the family business?  What happens when the next generation inherits the family business? 

Join us for this Succession Planning Roundtable as we address these transfer issues, including:

• When you should start the discussion to minimize disruption around your family relationships and your family business.  
• Ways to transfer your business to your son or daughter so you incur the least amount debt and tax liability possible.
• How each transfer technique affects the new owner’s basis, and how to best structure your transition plan to meet your overall goals.

Bea Wolper of Emens Wolper Jacobs & Jasin and Meredith Sugar of Taft/ will facilitate this discussion, give practical advice, and answer any questions you may have.

Generously sponsored by Morgan Stanley   

 

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It 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.