2025 Succession Planning Considerations and Techniques Roundtable Discussion

Please join Pullman & Comley and Cambridge Trust, a division of Eastern Bank for a breakfast roundtable discussion of “Succession Planning Considerations and Techniques.” Pullman & Comley attorneys D. Robert Morris, Sebastian D’Acunto, and Matthew D. Glennon, along with John Traynor and Will Fleming of Cambridge Trust, will discuss key aspects of business succession planning, including:

• Understanding family dynamics, key documents, and foundational principles;
• The role of financial planning in business succession and its integration with personal financial planning;
• Overview of Connecticut and federal tax implications, including key cases;
• Essentials of trust taxation and structuring sales to grantor trusts; and
• Current trends and economic impacts on succession strategies.

There will be ample time for Q&A following the discussion. Prior to the presentation, there will be time to connect with others and enjoy breakfast.

To register, please click here.