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Transitions and Transformations: Family Businesses and Estate Planning for Succession and Dissolution
Family-owned businesses inevitably face moments of transition — whether through generational succession, ownership realignment, or dissolution. This practical, issue-driven program equips attorneys with the tools to help clients navigate those moments with foresight, precision, and minimal conflict. The content will utilize a hypothetical fact pattern to explore how thoughtful drafting, strategic planning, and tax awareness can transform potential disputes into orderly transitions.
AGENDA
8:30 A.M.Registration and Coffee for In-Person Participants
8:45 A.M.Login Time Opens for Webcast Participants
8:55 A.M.Welcome and Introduction John Rowe, Program Chair 9:00 A.M.Terms of Organic Documents that Help a Business Operate Smoothly and Avoid Issues that Cause Deviation of Attention from the Objectives of the Business John Rowe
9:45 A.M.Terms of Organic Documents that Enable an Efficient Shareholder or Member Disassociation, Trigger Events and Process, and Efficient Dissolution Erick T. Gjerdingen
10:30 A.M.Coffee Break
10:45 A.M.Income Tax Effects of Shareholder/Member Withdrawal and Distribution of Assets in Various Scenarios Ryan M. Hasler
11:30 A.M.Mechanics of Disassociation, Dissolution, and Asset Distribution including a candid “what we wish we had included” drafting discussion grounded in the prior presentations Carrie Hill
12:15 P.M.Adjourn
HOTEL ACCOMMODATIONS: Please make your reservations with the Hilton Indianapolis Hotel and Suitesby CLICKING HERE or calling 317.972.0600.Please mention ICLEF when calling to book your reservation.Rates and reservations are subject to availability.
3 CLE
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