Succession Planning Roundtable: Back to the Basics - Essential Documents For Your Family Business
Event Sponsors
Date and Time
Thursday May 22, 2025
8:00 AM - 9:30 AM EDT
Thursday, May 22, 2025
7:45-8:00 a.m. - Registration/Coffee
8:00-9:30 a.m. - Session
Location
Ohio Dominican University
Griffin Student Center - PRESIDENT'S DINING ROOM
1215 Sunbury Road
Columbus 43219
* The President's Dining Room is on the 2nd floor of the Griffin Student Center. Turn right if you take the stairs; turn left off the elevator. Follow the Conway signs!
Please print and place this PARKING PASS on your dashboard.
Fees/Admission
Free for all Conway Center members. Owners and next gens are strongly encouraged to attend this session together!
Contact Information
Amy Dotts, COO & Events Manager
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Description
Back to the Basics - Essential Documents For Your Family Business
Ensure the future of your family business by securing the essential legal documents needed for effective succession planning. Without these safeguards, your family business could face significant challenges during transitions. Join us for this roundtable discussion as we revisit the foundational documents every family business should have in place to protect its legacy.
Discuss will include:
- Estate planning documents
- Buy-sell agreements
- Transfer of assets beyond stock
- Proper asset titling
Generously sponsored by Morgan Stanley
It is never too early to think about succession planning in a family-owned business! This dynamic quarterly roundtable is facilitated by Bea Wolper of Emens Wolper Jacobs & Jasin Law Firm and Meredith Sugar of Taft/. They provide a forum to discuss all aspects of succession planning - from inter-family dynamics to strategic planning - in interactive sessions that will provide the foundation for transitioning your family business to the next generation. This program is not just for founders/owners; attending together with successors or next gens is very important and beneficial.
