Transitions & Transformations:Family Businesses & Estate Planning for Succession & Dissolution - 3 CLE - May 7

Mar 19
1 min read

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Transitions & Transformations:

Family Businesses & Estate Planning

for Succession & Dissolution

3 CLE - Thursday, May 7

9:00 A.M. - 12:15 P.M.

ICLEF Conference Facility, Indianapolis

Live In-Person • Live Webcast

Overview:

Family-owned businesses inevitably face moments of transition — whether through generational succession, ownership realignment, or dissolution. This practical, issue-driven program equips attorneys with the tools to help clients navigate those moments with foresight, precision, and minimal conflict. The content will utilize a hypothetical fact pattern to explore how thoughtful drafting, strategic planning, and tax awareness can transform potential disputes into orderly transitions.

Topics:

Terms of Organic Documents that Help a Business Operate Smoothly and Avoid Issues that Cause Deviation of Attention from the Objectives of the Business

- John Rowe, Program Chair

Terms of Organic Documents that Enable an Efficient Shareholder or Member Disassociation, Trigger Events and Process, and Efficient Dissolution

- Erick T. Gjerdingen

Income Tax Effects of Shareholder/Member Withdrawal and Distribution of Assets in Various Scenarios

- Ryan M. Hasler

Mechanics of Disassociation, Dissolution, and Asset Distribution including a candid “what we wish we had included” drafting discussion grounded in the prior presentations

- Carrie Hill

Faculty:

John Rowe, Chair

The Rowe Law Firm, LLC, Linton

Erick T. Gjerdingen

Mallor Grodner Plummer LLP, Bloomington

Ryan M. Hasler

Katz, Sapper & Miller, LLP, Fort Wayne

Carrie Hill

Paganelli Law Group LLC, Indianapolis