Hull on Estate and Succession Planning Podcast #37 - Logistics of the Family Conference

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During Hull on Estate and Succession Planning Episode 37, we discussed the steps that are followed during a Family Conference including:

  • Doing  your "homework" before the Family Conference;
  • Preparing an agenda for the Family Conference to be circulated to members before the Family Conference;
  • How to begin the Family Conference Meeting; and
  • How the discussions during the Family Conference should be handled.

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