Succession Planning Roundtable: Two Years to Prepare: Wealth Transfer Strategies
Event Sponsors
Date and Time
Thursday Feb 22, 2024
8:00 AM - 9:30 AM EST
Thursday, February 22, 2024
7:45-8:00 a.m. - Registration/Coffee
8:00-9:30 a.m. - Session
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 taking the stairs; turn left off of the elevator. Follow the Conway signs!
Please print and place this PARKING PASS on your dashboard.
Fees/Admission
Free for Conway Center members.
Contact Information
Amy Dotts, COO
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Description
Two Years to Prepare: Wealth Transfer Strategies
We are in a golden age of tax-free wealth transfers. Gifts up to $13.61 million (or $27.22 million for a married couple) can be made on a tax-free basis. But in less than two years, this is expected to change. The federal estate tax exemption will be cut by more than half and adjusted for inflation on December 31, 2025, the date of its expiration.
Even though it is possible that new tax laws will be passed between now and then, it's best to start thinking ahead and implementing strategic wealth transfer plans now for your family business. Our discussion will include explanations and pros/cons of GRATs, SLATs, FLPs, and more!
Bea 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!
Generously sponsored by Morgan Stanley
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.
