Attention:

Best Practices for Transition Planning for a Privately Held Business: How to Transfer Ownership and Operating Control to the Next Generation


Level: Advanced
Runtime: 64 minutes
Recorded Date: April 05, 2021
Click here to share this program
Download PDF

Agenda

  • When to start implementing a transition plan
  • Managing the personalities priorities and expectations applicable to inter-generational business changeover planning, (including but not limited to in family businesses)
  • Addressing conflicts of interest and other ethical issues
  • Resolving disputes and avoiding litigation
Runtime: 1 hour, 4 minutes
Recorded: April 5, 2021

Description

When the Founder or other sole owner of a privately held business contemplates transferring leadership and ownership to the next generation, wise and informed legal counsel is critical. This Program will focus on the numerous issues to consider when guiding clients through these important transactions.

This program was recorded on April 5th, 2021.

Provided By

American Bar Association

Panelists

Richard H. Goldman

Senior Counsel
Sullivan & Worcester, LLP

Richard's practice includes acquisitions and sales of commercial real estate, leasing, financing, probate and estate planning and representation of closely held businesses and non-profit entities. Dick has completed forty hours of mediation training in accordance with M.G.L. ch.233 ? 23C.

Dick was an adjunct professor of law at Boston University Law School from the Fall of 2012 to the Fall of 2019.


Similar Courses

Card image cap
63 minutes
2018 CA Consumer Privacy Act: The Big Tail Wagging the U.S.
In this session, two leading information governance attorneys will share why you need to and how you can be ready.

Legalweek

$65

Add to Cart
Card image cap
63 minutes
360-Degree View on How to Navigate a Crisis
During this session, our panel of experts will explore the following topics to arm you with a plan to protect the company and minimize long-term problems: - Building a crisis management team and understanding each person’s unique role -Preparedness – advance planning and assessing potential risk areas - First Response – responding in the critical first hours and days to minimize the long-term impact - Resolution Strategy – managing various actions stemming from the crisis to enable the best resolution for the company.

Women, Influence & Power in Law Conference

$65

Add to Cart
Card image cap
59 minutes
3rd Annual Corporate Legal Operations Survey Results: Key Metrics, Trends, and Expectations
In this breakout we’ll share survey data covering these questions and, joined by law firm and corporate legal guest speakers, engage in an interactive discussion on the state of the industry with diverse perspectives from consultants, vendors, outside counsel and corporate legal.

Legalweek

$65

Add to Cart
Card image cap
63 minutes
40 Years of Data: What the Data on the Industry Says About Its Future
For 40 years, The American Lawyer, its affiliate publications and ALM Intelligence’s Legal Compass have been collecting data on law firms, clients and providers. What does the data tell us about where the industry is headed? We will take a deep dive into our data and others’ to assess the state of the industry and its future.

Legalweek

$65

Add to Cart
Previous Next