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Checklist for Family Business Succession Planning

  • Training

  • 1 Hour
  • Massachusetts Continuing Legal Education, Inc. (MCLE)
  • ID: 5866233
Learn about the particular challenges faced by family-owned or closely held businesses when the principal is no longer willing or able to continue running the business. The faculty discuss best practices for business transition plans, corporate structure, managing family and business dynamics, and planning for the incapacity of the principal.

Course Content

12:00 - 12:02 pm
Welcome and Introduction
Lisa M. Cukier, Esq.,
Burns & Levinson LLP, Boston

12:02 - 12:20 pm
Business Succession, Exit Strategies and Corporate Law
Jay M. Pabian, Esq.,
Rubin and Rudman LLP, Boston

12:20 - 12:38 pm
Estate Planning and Business Succession
David S. Raymon, Esq.,
Day Pitney LLP, Boston

12:38 - 12:56 pm
Family and Fiduciary Law: Diminishing Capacity of the Principal, Conservatorship, and Family Asset Disputes
Lisa M. Cukier, Esq.,
Burns & Levinson LLP, Boston

12:56 - 1:02 pm
Roundtable Discussion with Key Takeaways
Panel

Please Note
This webcast is delivered completely online, underscoring their convenience and appeal.
There are no published print materials. All written materials are available electronically only.
They are posted 24 hours prior to the program and can be accessed, downloaded, or printed from your computer.

Speakers

Faculty
Lisa M. Cukier, Esq.,
Burns & Levinson LLP, Boston
Jay M. Pabian, Esq.,
Rubin and Rudman LLP, Boston
David S. Raymon, Esq.,
Day Pitney LLP, Boston