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Family Business Study Group - The Role of a Fiduciary in Family Business Succession Planning

  • Skype Live Studio 1210 SW 6th Avenue Portland, OR 97204 USA (map)

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.