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Family Wealth Preservation Planning – Oct. 28

FAMILY WEALTH PRESERVATION PLANNING 6 CLE – Wednesday, October 28; 9:00 A.M. – 4:30 P.M.

Long time ICLEF National Presenter, Tom Rogerson, President and Chief Learning Officer (CLO) for GenLeg Co., Inc. Duxbury, Massachusetts, presents practice tips and strategies for implementing and sustaining successful family governance from estate planning to family philanthropy, navigating family disruption and integrating the disciplines of family advisors. Learn successful approaches to family governance and tips for the unwary in wealth management and estate planning.

TOPICS: Setting the Stage: Shirtsleeves to Shirtsleeves in Three Generations & How to Avoid It – Most Families Fail – The Statistics – The Causes – Lack of Communication and Trust in the Family: Independence vs. Interdependence – The Solution – A Six-Step Process to Healthy Family Governance – How to Get Started

Estate Planning for Healthy Family Governance – Why Many Traditional Estate Planning Techniques Frustrate Healthy Family Governance – Drafting with Family Governance in Mind – The “FAST”:Family Advancement Sustainability Trust – International Issues in Family Governance

The Role of Family Philanthropy – Identifying Common Values in the Family – Using Philanthropy as a Trust and Communication Building Experience – Bringing in the Next Generation – Social Investing

Family Forum – Stories from the Front Lines

Family Governance: Structure and Governing Documents – Form of Entity – Family Constitutions, vision and Mission Statements – Situs – Litigation

Dealing with Disruption: Divorce, Addiction, Suicide, Immobility – When Does a Spouse Become a Member of the Family? – Prenups, Postnups and Divorce – Addressing Addiction Inside the Family – Motivating Millennials

Integrating the Disciplines – Teamwork Among Advisors – The Usual Pattern – “Silo” Advisors – And How to Avoid it – Life Insurance as a Tool for Healthy Family Governance – Tax Consideration in Family Governance – A Money Manager’s Perspective _______________________________________________

NATIONAL SPEAKER: Thomas C. Rogerson President & CLO, GenLeg Co., Inc., Duxbury, MA

As a recognized leader and pioneer in family governance throughout the world, Tom uses his “6 Steps to Healthy Family Governance” to assist families with communication, philanthropic vision, legacy planning, succession, and education. Tom incorporates these critical issues into a client’s comprehensive wealth management plan, not only helping to prepare the money for the family, but to also prepare the family for the money.

He brings more than three decades of experience to the wealth management industry where he has provided guidance and education to families, helping them transition significant capital, both tangible and intangible, from one generation to the next. _______________________________________________

FAMILY WEALTH PRESERVATION PLANNING 6 CLE – Wednesday, October 28; 9:00 A.M. – 4:30 P.M.

ICLEF • Indiana Continuing Legal Education Forum, Indianapolis, IN


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