BBA Virtual CLE: Planning for the Transfer of Ownership and Operating Control of a Privately-Held Business from One Generation to the Next

April 29, 2021 at 3:00pm5:00pm

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.