OBA Business Law | Original Program Date: February 6, 2020

Planning for retirement and the transfer or sale of the small family business is a special process. The small business client may own a successful electrical company or have a professional corporation or practice. The client may have employees or children who they wish to have take over the business or might have no one in their immediate circle to transfer the business to. Whatever the circumstance, the process is procedurally complex with income tax planning opportunities to consider as well as the emotional and ethical considerations that come into play. This program will consider the technical process of succession planning while keeping in mind client management when the connection between the business and the client is very close and often involves leaving something that a person or people have spent years painstakingly and often lovingly building. Our panel will review various transition options and considerations to help you navigate this process and guide your clients through it.

PROGRAM CHAIRS

Kathleen Robichaud, Law Office of Kathleen Robichaud
Michael Segal, Michael Segal Professional Corporation

AGENDA

To view the full program agenda, please click here.