Business Succession Planning

Event Description

Online registration is closed.  To register, please email Tram Nguyen at 


Remote participation only.

This presentation is essential for estate planning attorneys. Attendees will discover how to successfully plan for the systematic transfer of management and ownership of their clients' businesses. Presenter, Matthew Shea of Lathrop GPM, will deliver useful strategies for preventing unwanted liquidation at death and how to circumvent unnecessary taxes.


Matthew Shea, Lathrop GPM

CLE Credits:

1.0 Standard CLE Credit | Event Code: 396316


HCBA Member:  Free
Non-HCBA Member:  $40
Law Student/New Admittee:  Free 

Deadline to register: September 21, 2021. To register after this date, contact the program manager. 

Remote Participation: Remote instructions will be emailed to you the day prior to the event.

Payments: Due to the pandemic, accounting staff have limited access to the office making the processing of checks difficult. We request that you register online or over the phone by credit card whenever possible. If you need assistance, please contact the program manager.  If you must pay by check, please use this registration form.

Cancellations: Need to cancel? Please see our cancellation policy .

Accommodations: The MSBA is committed to creating an inclusive environment in which all members can participate fully. If you need reasonable accommodations to participate in this event, please notify the program manager.  Please provide notification at least 72 hours prior to the meeting to allow sufficient time to make arrangements for accommodations. Thank you.

Program Manager:
Tram Nguyen

Register for this Event

This meeting has already occurred.

Pre-Registration is Closed

Thursday, September 23, 2021

12:00 PM to 1:00 PM

Live Webinar - Zoom