Search

Proactive Planning: Potential Disputes in Family Business Succession Planning

We are in the midst of the largest inter-generational transfer of wealth than at any other time in history. In this session, we will identify and explore the various issues that arise in planning for the transition of a family business from the senior generation to the family members who are next in line. Many of these challenges are ones that may not have been faced by previous generations, simply due to changes in societal norms. By anticipating and planning for these potential issues, you will be better able to serve your family business clients.
Credits: 1 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
SKU: P9004-22E-10BX
$80.00 or 1.00 credits
decrease increase

Faculty:

Natalie M. Perry, Harrison & Held, LLP, Chicago&
Sally Venverloh, JP Morgan, Chicago

Originally presented as part of the 65th Annual Estate Planning Short Course - 2022

Expires: 9/30/2024

Faculty:

Natalie M. Perry, Harrison & Held, LLP, Chicago&
Sally Venverloh, JP Morgan, Chicago

Originally presented as part of the 65th Annual Estate Planning Short Course - 2022

Expires: 9/30/2024

Products specifications
Program Date5/23 - 5/24/2022
Products specifications
Program Date5/23 - 5/24/2022
Product tags
Customers who bought this item also bought

Spousal Lifetime Access Trust– Drafting Considerations, Gifting Strategy, and Potential Pitfalls

P9004-22E-08AX
Having avoided the Congressional chopping block in 2021, Spousal Lifetime Access Trusts, or SLATs, continue to be a popular gift planning vehicle for married couples. This session will explore what makes SLATs so popular, with examples of many of the common provisions and drafting considerations for these trusts. In addition, this discussion will touch on maximizing clients’ gifting strategies through one or more SLATs, the reciprocal trust doctrine, the effects of divorce, and providing flexibility for changes in circumstances.
$80.00

The Upside-Down Client: How to Avoid Nonpayment of Legal Fees and Other Stranger Things

DCBA2308-R
A panel of attorneys from several practice areas present a practical and compelling CLE program on attorney fee agreements, challenges with fee collections, rules, ethics, pre- and post-judgment fee collection strategies, and tips for a successful collection proceeding.
$60.00

Navigating the Ethical Challenges of Law Office Management

P2303-23R
Starting with an overview of access to legal services statewide, Melissa Smart, Director of Education at the ARDC, offers unique insights gained through the ARDC's enforcement role, provides practical guidance for addressing wellness and reputational issues, and forecasts developments that will impact all practice areas, including emerging technologies such as AI and revisions to RPC 1.5 and 1.15, effective July 1, 2023, regarding bookkeeping and safeguarding property.
$40.00
Filters
Sort
display