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Succession planning: how to get it right, and what can go wrong if you don't

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Manage episode 405062888 series 3461715
Content provided by Ignition Law. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Ignition Law or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Ignition Law’s Jake Schogger hosts a detailed discussion on how business owners, entrepreneurs and executives can effectively plan ahead for their futures, and what can go wrong if they fail to do so.

Jake is joined by James Winfield, a consultant in the Ignition Law Wills & Estate Planning team who has more than 19 years’ experience advising business owners, high net worth individuals and families on matters ranging from succession planning and estate administration, to wills, trusts and inheritance tax planning.

Together, we discuss the main reasons why business owners and leaders don’t tend to plan for the worst, the succession planning documents and processes you should consider as early as possible; wills, lasting powers of attorney, shareholders’ agreements and cross-option agreements; and certain tax rules that can benefit (or hinder) business owners if not effectively navigated.

  continue reading

12 episodes

Artwork
iconShare
 
Manage episode 405062888 series 3461715
Content provided by Ignition Law. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Ignition Law or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Ignition Law’s Jake Schogger hosts a detailed discussion on how business owners, entrepreneurs and executives can effectively plan ahead for their futures, and what can go wrong if they fail to do so.

Jake is joined by James Winfield, a consultant in the Ignition Law Wills & Estate Planning team who has more than 19 years’ experience advising business owners, high net worth individuals and families on matters ranging from succession planning and estate administration, to wills, trusts and inheritance tax planning.

Together, we discuss the main reasons why business owners and leaders don’t tend to plan for the worst, the succession planning documents and processes you should consider as early as possible; wills, lasting powers of attorney, shareholders’ agreements and cross-option agreements; and certain tax rules that can benefit (or hinder) business owners if not effectively navigated.

  continue reading

12 episodes

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