Tax Free Division: Family Business Succession Planning for the
Dysfunctional Family ~ Family businesses are a major component
of US commerce. Properly structured and conducted, they have a
significant impact on our nations economy. They are, however,
sensitive to change in ownership from one generation to the next.
This session will explore the challenges of efficiently dividing a
family business among members of succeeding generations of
owners who are unable to work together effectively to maintain and
enhance a family business.
Its Not Your Grandfathers Trust: A Guide to Trust Administration
in the Twenty-First Century ~ Trust beneficiaries now have the i
nternet. With easy access to nationwide information and
resources, the bars to finding support for and professionals to
handle litigation have disappeared. Beneficiaries are suing their
trustees, their co-beneficiaries, and their attorneys. As
beneficiaries discover they, like the rest of society, can seek
redress in the courts for actual or perceived wrongs, the traditional
family friend/trustee faces old risks in an increased manner. We
will look at practical strategies for working with this new
generation of beneficiaries and for managing litigation risks in the
modern evidentiary environment.
