Hull on Estate and Succession Planning Podcast #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.
