Estate Planning for the Family Business Owner 2024: Sustaining Generational Wealth with Tax, Business, and Employment Solutions

Program Chairs: Michael V. Bourland, Steven B. Gorin

Faculty: N. Todd Angkatavanich, Jill Choate Beier, Keri D. Brown, John Draneas, Bradley J. Franc, Beth Shapiro Kaufman, Jason Lacey, Stephen Liss, Stephanie Loomis-Price, Briana Loughlin, Katie Lynagh, Robert Moore, Benetta Park, Natalie M. Perry, Lee M. Stautberg, John R. Strohmeyer, Gene Wolf, Geraldine A. Wyle

Improve your clients’ chances of achieving long term generational wealth. Approximately 30% of all family-owned businesses pass to a second generation, with only 12% reaching a third. Less than 5% see a fourth-generation or more. Many family business owners aspire to see their enterprises thrive for generations but often overlook the critical planning required. Others lack the expertise to integrate business and tax decisions into a cohesive succession plan. In these cases, family businesses rely on expert legal counsel for guidance. Prepare yourself with legal resources you’ll need to answer your clients’ questions with this one-of-a-kind course. The legal insights shared by our expert faculty will help you better the odds for your family business or the ones you represent.

 For ACTEC Fellows, Collegues and Sponsor discount codes, please contact Rebecca Vandall.