The Lawyer's Guide to Family Business Succession Planning

The Lawyer's Guide to Family Business Succession Planning
Author: Gregory Monday
Publisher: American Bar Association
Total Pages: 188
Release: 2022-05-02
Genre: Law
ISBN: 9781641056915

"This book provides lawyers with step-by-step guidance on how to lead family business owners through the succession planning process to produce a result that is tailored to the unique circumstances and objectives of the owners and their successors."--Back cover.

Passing the Torch Without Getting Burned

Passing the Torch Without Getting Burned
Author: Peter A. Giuliani
Publisher: American Bar Association
Total Pages: 0
Release: 2013
Genre: Law
ISBN: 9781614389026

For law firms, succession is a fact of life: founding partners retire, rainmakers depart, and in the meantime, client relationships must be preserved. Passing the Torch without Getting Burned: A Guide to Law Firm Retirement and Succession Planning is a comprehensive examination of the key economic issues typically encountered by law firms when they consider how partners end their careers, as they inevitably must. Peter Giuliani, an experienced law-firm management consultant, illustrates common retirement issues and their resolutions through "real life" case studies from his years of consulting experience.

The Lawyer's Guide to Succession Planning

The Lawyer's Guide to Succession Planning
Author: John W. Olmstead
Publisher:
Total Pages: 0
Release: 2016
Genre: Law
ISBN: 9781634253505

This book provides guidance on succession and transition processes, approaches, and step by step action plans for solo practitioners, sole owners and members of larger law firms.

Saving the Family Cottage

Saving the Family Cottage
Author: Stuart Hollander
Publisher: NOLO
Total Pages: 0
Release: 2017-03-27
Genre: Business & Economics
ISBN: 9781413323498

Estate planning for family cottages and cabins When family members inherit a vacation home together, problems are often unavoidable, given that the new co-owners may have different financial circumstances or emotional attachments to the family cottage or cabin. But you can head off damaging family squabbles by developing a legal structure (typically an LLC) to take care of the business of ownership. Whether you’re planning to pass on a cottage to your children, or you’ve inherited a cabin with your siblings, Saving the Family Cottage provides practical, legal solutions for preserving a beloved family property for generations to come. You’ll learn how to: keep the peace (and avoid fights) among siblings over jointly-owned property prevent a family member from forcing a sale of the cottage or cabin keep your vacation home out of the hands of in-laws and creditors, and make a smooth transition from one generation’s ownership to the next. The fifth edition is updated to reflect current tax laws, including state property tax laws which affect choice of legal entity. It also includes an expanded discussion of legal issues when renting a family cottage or cabin on Airbnb, VRBO, or similar rental services.

The Lawyer's Guide to Governing Your Firm

The Lawyer's Guide to Governing Your Firm
Author: Arthur G. Greene
Publisher: American Bar Association
Total Pages: 242
Release: 2009
Genre: Law
ISBN: 9781590317808

This guide is a practical resource for those firms that want to provide better client service and at the same time, improve the working environment for both lawyers and staff. It provides strategies to change the climate of the law firm, boost morale, and effectively and efficiently manage the firm. Issues discussed range from leadership and partnership issues to the basics of running the office. Includes a companion CD-ROM with more than 25 model forms, agreements, worksheets, questionnaires, policy forms, and more.

Estate Planning

Estate Planning
Author: Michael John Perkins
Publisher:
Total Pages: 542
Release: 2008
Genre: Estate (Law)
ISBN: 9780409325416

Trusts and estates practice is being increasingly recognised as an occupation within the legal, accounting, tax and financial services professions. Estate planning remains the strategic advisory component within this practice. An essential resource for practitioners and students involved in trusts and estates practice, this easy-to-use, practical and comprehensive guide will enable you to understand and deliver effective estate planning services using the principles, precedents, practice points, case notes and discussion questions contained in this book. Included in this edition are the legislative changes enacted since the first edition, such as changes to wills and estate law arising from the commencement of the Succession Act 2006 (NSW) on 1 March 2008 as well as changes to income tax and superannuation laws since 2005.

Effective Succession Planning

Effective Succession Planning
Author: William Rothwell
Publisher: AMACOM
Total Pages: 491
Release: 2010-04-21
Genre: Business & Economics
ISBN: 0814414176

William Rothwell honored with the ASTD Distinguished Contribution Award in Workplace Learning and Performance. The definitive guide to a timely and timeless topic-- now fully revised and updated. As baby boomers continue to retire en masse from executive suites, managerial offices, and specialized or technical jobs, the question is—who will take their places? This loss of valuable institutional memory has made it apparent that no organization can afford to be without a strong succession program. Now in its fourth edition, Effective Succession Planning provides the tools organizations need to establish, revitalize, or revise their own succession planning and management (SP&M) programs. The book has been fully updated to address challenges brought on by sea changes such as globalization, recession, technology, and the aftereffects of the terror attacks. It features new sections on identifying and assessing competencies and future needs; management vs. technical succession planning; and ethics and conduct; and new chapters on integrating recruitment and retention strategies with succession planning programs. This edition incorporates the results of two extensive new surveys, and includes a Quick Start guide to help begin immediate implementation as well as a CD-ROM packed with assessments, checklists, customizable guides, and other practical tools.

An Associate's First Year

An Associate's First Year
Author: Jennifer L. Bluestein
Publisher:
Total Pages: 230
Release: 2019-01-04
Genre: Law
ISBN: 9781402432712

An Associate's First Year: A Guide to Thriving at a Law Firm provides guidance on the expectations of a first year attorney, establishing yourself as a leader within the firm, receiving and responding to performance feedback, and much more.

Keeping Farming in the Family

Keeping Farming in the Family
Author: Ian Ross Blackman
Publisher:
Total Pages: 184
Release: 2011
Genre: Estate planning
ISBN: 9780473200206

Written for farmers to help with creating a succession plan.