Succession Planning for Families and Businesses

SEP 21, 2023 at 8:00 AM – 10:30 AM (EDT)
Innovation Hotel

1290 Innovation Drive, Naples, FL 34108

We are in the midst of the greatest intergenerational transfer of wealth in history. It is estimated that $84 trillion dollars will be passed down from older Americans to their Millennial and Generation X heirs over the next 20 years. As a result, the ability to navigate topics such as business succession planning and estate and trust administration has never been more important.

Join Porter Wright for the fourth annual probate litigation seminar as we provide a high-level overview of today’s most pressing trust and estate planning concerns. This interactive and informative discussion will explore topics including:

  • Family business succession planning
  • Testamentary capacity
  • Fiduciary duties of trustees
  • Marital agreements