Episode 38 - Process for the Family Conference

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.