Governing Strategies And How And Why We Use Them

The California Lawyers Association's Annual Estate and Gift Tax Conference
May 28, 2021
1:00 PM - 2:00 PM PT
Private Wealth attorney Mark Powell will speak on a panel at the California Lawyers Association’s Annual Estate and Gift Tax Conference titled “Governing Strategies and How and Why We Use Them.” This session will explore how using governance strategies such as mission statements, family constitutions, family assemblies and meetings, and shareholders agreements and family councils, can enhance a family’s overall estate plan.

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