Cannon Estate Planning Teleconference Series

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Closely-Held Business Succession Planning – Opportunities and Challenges


The Cannon Estate Planning Teleconference Series provides a monthly forum for professionals to connect and collaborate. Topics relate to current events impacting the Wealth Management and Estate Planning industries.


Each monthly Teleconference is approved by national organizations and associations for Continuing Education and CLE. Over 80% of all state CPA and Bar associations consistently view this program as a Continuing Education main stay.


Succession planning is vitally important to the survival of a family business beyond the retirement or lifetime of the current owner(s). It requires sensitivity to relationships among family members, a realistic assessment of the capabilities of potential owners and managers and careful attention to applicable business law rules and tax laws.

This teleconference will focus on the following:

  • Determining whether succession within the family is appropriate
  • Considerations involving children who are active in the business and those who are not
  • Designing trust provisions governing the administration and disposition of business interests
  • Anticipating and handling owners’ and children’s marital issues

Time and Location


    June 23, 2015


    12:30 PM - 2:00 PM


    Marcum LLP
    750 Third Avenue, 11th Floor
    New York, NY 10017