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Trust and Estate Planning for Family Businesses - Part 1 (Live Replay from February 22, 2022)

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Most successful businesses are owned by one or more families. Because they are family owned, these companies create many special planning challenges.

Ownership and control do not shift among non-owner managers. Rather, succession in ownership and management is a momentous and often highly emotional process for members of the family. Frequently, these transitions are caused by the retirement or death of members of a family member. And these transitions, if not carefully planned and delicately handled, can be ruinous, damaging the family and their company.

This program provides a practical framework of trust and estate planning and succession planning for family businesses.

Part 1 topics include:

  • Succession planning in family businesses
  • Counseling clients on how to avoid family drama on succession
  • Valuation issues for financial and tax purposes
  • Buy-sell planning with family members or key employees
  • Selling to third parties where intra-family succession is not possible
  • Planning for the incapacity of the founding generation

Thursday, October 6, 2022
1:00–2:00 PM


  • Daniel L. Daniels, Wiggin and Dana LLP, Greenwich, CT

February 22, 2022

North Carolina: 1.00 MCLE Hour

See pricing below.