Acting as fiduciary where a family business comprises a significant part of the estate or trust can be a significant undertaking, with many planning opportunities and potential perils. The role of a family business attorney can be vital for ensuring a smooth transition and avoiding the potential conflict that can arise with succession planning. Join John Draneas and Pat Green as they discuss family fiduciaries through the lens of a case study discussion centered around a family real estate business, and some potential pitfalls (such as establishing a successor and trustee, potential lawsuits and claims, etc.) and how to proactively protect one’s estate and business plan.
PFBI organizes and promotes many seminars, workshops, affinity group meetings and other events related to family business. Please note that some events are capped in size or are limited to individuals or companies that share similar objectives.
We welcome your ideas for future events and topics and affinity groups. If you would like to make a suggestion, or if you have questions about an event, please contact us.