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
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