59th Annual Heckerling Institute on Estate Planning

The successful transition of a family business by the current generation is almost always challenging, for both the family and their wealth advisors.  There is no one proven path to success, and the process often requires many years of careful planning, with frequent changes along the way.  There are, however, certain steps that always should be considered, if not implemented.  This session will discuss seven important actions that can make a difference.