During Hull on Estate and Succession Planning Episode #40, Ian and Suzana discussed issues surrounding the conclusion of the Family Conference, including tax matters, unapproving family members, implementing drafts and bullet-proofing your estate plan.

 

During Hull on Estate and Succession Planning Episode 39, we continued our discussion on the Family Conference, focusing on the actions to be taken in regards to non-participating family members. We also discussed the importance of documentation and defined will challenges.

During Hull on Estate and Succession Planning Episode 38, we discussed the process for ensuring a successful family conference including:

 - the introduction and outline of process;

-  the importance of caucuses and break-out sessions;

- the necessity for flexibility in the agenda and the family constitution  to  allow for the addition and revision of issues; and 

- the importance of setting a future date if the family conference has not been concluded in one day.

 

During Hull on Estate and Succession Planning Episode 37, we discussed:

- The steps that are followed during a Family Conference including:

- The need to do your "homework" before the Family Conference;

- Preparing an agenda for the Family Conference that is circulated to the members before the Family Conference;

- How to begin the Family Conference Meeting; and

- How the discussions during the Family Conference should be handled.