Next Generation Legacy Management - The Essence of Developing, Managing and Implementing a Plan for Future Generations
The Informed Board Podcast | CEO Succession Planning on a Clear Day
Succession Planning to Safeguard Your Law Firm’s Future: On Record PR
Business Succession Planning Podcast with Janathan Allen
6 Key Takeaways | Succession Planning in the Current Banking Environment
Incapacity and Succession Planning for Closely Held Businesses and the People Who Operate Them
Stoel Rives | Deeply Rooted Podcast Episode Five: Exploring Succession and Generational Change with Kevin Adams, Managing Director for The Mountain Group
Episode #4 - Succession Planning for Startups
Why Corporate Housekeeping and Due Diligence are Serious Business for Businesses
31 Days to a More Effective Compliance-Succession planning around compliance
4 Key Takeaways | Asian Pacific Islander Heritage Month
Business Succession Planning: Strategies for the Transition
Day 12 of One Month to Better Compliance through HR-Succession Planning Around Compliance
Episode 7: Conflict in the Family-Owned Business: A Conversation with Professor Benjamin Means
Recent Trends in Succession & Estate Planning
Planning For The Exit – What’s Your Exit Strategy?
January 2024 Interest Rates for GRATs, Sales to Defective Grantor Trusts, Intra-Family Loans and Split Interest Charitable Trusts - The January applicable federal rate (“AFR”) for use with a sale to a defective grantor...more
Transition planning to a family member or other “insider” requires time and forethought to successfully handle both the financial and operational considerations of a family or closely held business. Transitioning ownership...more
As family business owners often are advised, business succession planning should include some form of estate planning. This advice is especially true when an owner wishes to transfer a business to future generations by gift...more
One of the most important factors to consider in any business succession plan is the timing of the transition of ownership. Whether a sale or a gift (or combination of the two), no transition should occur before the next...more
One of the most difficult issues facing the owner of any successful business is how the business, or the personal wealth that it represents, can be preserved for the benefit of his or her family after death. While it is...more