This virtual CLE focuses on planning for the transfer of ownership and operating control of a privately held business from one generation to the next. The panelists, including Goulston & Storrs attorney Rebecca Tunney, emphasize the importance of lawyers being proactive in advising their clients in these areas and raise with the clients issues in a variety of areas of the law including Corporate, Estate Planning, Real Estate, Employment, Tax and Ethical Issues. Attendees walk away with an understanding of:

• The importance of establishing a transition plan for a privately held business while the Founder is living;
• What issues need to be identified and addressed in order to establish and implement a plan which will accomplish the objectives of your client;
• How to help the client identify the professionals including but not limited to your law firm, who should advise the client in establishing and or implementing his or her plan.