Succession Planning: Key Strategies for Business Survival

Please join us for the second installment of RIMTA's new professional development series!

“Succession Planning: Key Strategies for Business Survival,” Sponsored by Adler Pollock & Sheehan on Wednesday December 6th, from 8-10 am, at Newport Yacht Club.

Every business needs a plan, but not just for day-to-day operations and long-term goals. Businesses also need to plan for unexpected events and eventualities--such as a business partner’s untimely death, or the time when a family business passes to its founder’s children or key employees. 

Estate-planning attorney Joseph Marion of Adler Pollock & Sheehan will talk about these untimely events and eventualities.  

Marion’s presentation will cover:

• The federal and state income- and estate-tax system, and changes proposed under the Trump Administration
• Estate-planning documents that should be put into place for every business owner and their family members
• Strategies for succession planning, including case studies and how life insurance can be utilized

Breakfast of Champions Schedule

8:00am - 8:30am Networking & Breakfast

8:30am - 10:00am Discussion with Q & A

Tickets are $25 for RIMTA Members and their guests. Industry Colleagues are welcome at $35 per ticket. All tickets include breakfast and parking at the Newport Yacht Club.

Contact

Tricia Yeoman 
Rhode Island Marine Trades Association 
401-396-9619 
tricia@rimta.org