This program will explain best practices for attorneys when counseling owners
of closely held businesses in developing continuity or succession plans.
Attorneys must explain both the need for such planning and the potential options
available to their clients. Panelists will discuss methods to
maintain a good advisor-client relationship throughout the planning process and
will utilize two fact patterns to show the benefits and pitfalls of both the
sale of a business and the transfer of a business via gift or at death.
Specific topics include: