Estate, Gift, and Succession Planning

Governance, leadership, and ownership decisions can shape a successful transition across generations. Explore how planning decisions made today influence future business, wealth, and family outcomes.

We're continuing our CLA Outlook: Tax Perspectives webinar series with a discussion on trust,estate, gift, and succession planning considerations. Host Carey Heyman welcomes Reed Matthews,Stefania Bartlett, and Andy Moore to discuss planning opportunities before a sale, recapitalization, or other liquidity event, as well as trust and succession planning considerations.
 
Topics include transfer strategies,valuation considerations, cash flow planning, and ways to preserve flexibility before transaction timelines become compressed. The discussion will also examine the income tax implications and practical considerations of various trust structures, along with family governance, ownership, and wealth transfer decisions as circumstances evolve.

You’ll have the opportunity to:

• Explore planning considerations before a sale, recapitalization, or other liquidity event
• Evaluate trust and wealth transfer strategies in light of family and financial objectives
• Consider governance, leadership, and succession issues that can shape a successful transition

Who should attend 

This webinar is designed for business owners, executives, investors, family office professionals, and families evaluating liquidity events, ownership transitions, wealth transfer strategies, or succession planning decisions.

Questions?

Contact CLA’s meetings, events, and experience team at CLAevents@CLAconnect.com.