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Business Succession Planning in Wisconsin: Conflict Prevention & Resolution 2018

Product ID: CA2721D
Presented By: State Bar of Wisconsin PINNACLE

Fail to plan and you plan to fail

Want to know something scary? Of the roughly 7 million companies in the U.S. owned by Baby Boomers, about 5 million don’t have a son or daughter lined up to take over. And even scarier, only about 40% of those business owners have a transition plan in place. Talk about unfinished business.

If your clients include older business owners, it’s time to talk to them about what happens to the business when they’re no longer in the picture. Prepare yourself for these important conversations by attending Business Succession Planning in Wisconsin: Conflict Prevention and Resolution.

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OnDemand Seminar

Pricing

Member $109.00

Non-Member $159.00

Credits

1.5 CLE

Credits are no longer available for this OnDemand program.

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Maximum quantity must be less than or equal to 1.

Fail to plan and you plan to fail

Want to know something scary? Of the roughly 7 million companies in the U.S. owned by Baby Boomers, about 5 million don’t have a son or daughter lined up to take over. And even scarier, only about 40% of those business owners have a transition plan in place. Talk about unfinished business.

If your clients include older business owners, it’s time to talk to them about what happens to the business when they’re no longer in the picture. Prepare yourself for these important conversations by attending Business Succession Planning in Wisconsin: Conflict Prevention and Resolution.

Read More ↓

Jacques C. Condon is the owner of Condon Law Firm, LLC in Thiensville, Wisconsin. He graduated in 1995 with a business degree from the University of Wisconsin-Madison and received his law degree in 1999 from the Marquette University Law School, where he was recognized for his scholarship and achievement and served as a member of the National Sports Law Appellate Practice Team.

After law school, Mr. Condon served as a federal district court law clerk in Milwaukee, where, among other things, he received special recognition for his work on a four-month RICO-based jury trial. He then went into private practice, practicing in the areas of business law, civil and commercial litigation, and individual and business disputes, with a special emphasis on problem solving.

Maureen L. O'Leary is a shareholder of Willms, S.C. in Thiensville, Wisconsin. She practices primarily in the areas of business law, estate planning, estate administration and probate, trust administration, real estate, accounting, and taxation.

Ms. O’Leary has significant experience with complex business, trust, and estate transactions. She regularly prepares estate plans and succession plans in many different shapes and sizes. She also focuses on tax and accounting issues, particularly as they relate to trusts, estates, and businesses.

She earned her B.A. degree, magna cum laude, from Carroll University and her J.D. degree, cum laude, from Marquette University Law School.

  • Learn how to develop succession plans for business owners that meet their goals
  • Know how to address common areas of conflict in succession planning
  • Review important cash flow needs, valuation considerations, and management issues to consider
  • Explore fiduciary responsibilities and successor liability concerns
  • Discover tips for avoiding conflict and misunderstandings during succession plan creation and implementation
  • Estate planning lawyers
  • Elder law attorneys
  • Probate lawyers
  • Business law attorneys
  • Civil and commercial litigators
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