Roundtable Discussion10.01.2024

Succession Planning Considerations and Techniques Roundtable Discussion

8:00 a.m. - 10:00 a.m.
90 State House Square, 14th Floor, Hartford, CT 06103-3702

Pullman & Comley attorneys from our Business & Finance and Trusts & Estates practices D. Robert Morris, Sebastian D’Acunto, Matthew D. Glennon and Morris W. Banks will conduct a "Succession Planning Considerations and Techniques" roundtable discussion together with Jay Rasmus of MahoneySabol that will cover the following fundamentals of business succession planning:

  • Why a business succession plan is necessary
  • Determining the beneficiaries’ level of participation in the business
  • Techniques for providing liquidity
  • Business, employment, tax and estate planning factors

Prior to the presentation, there will be time to connect with others and enjoy a breakfast. For additional information on how to register, please contact Michael Cardone at mcardone@pullcom.com.

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