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Jackson Lewis Leads Family Business Transition Discussion at OSU
Tonkon Torp attorney Jackson Lewis led an estate planning program for family business owners at the November 16 "Family Business 360" series, hosted by the Austin Family Business Program of Oregon State University's College of Business. During the presentation, which was held in Portland, Jackson discussed the intersection between estate planning and business transition planning. He laid out key interim steps in transition planning and estate planning documents which can help facilitate success even when "life happens." He also outlined a typical business growth and transition timeline with examples of successful estate planning initiatives that would allow a business to meet its transition goals.
Family Business 360 is a series of educational programs offered to family-owned businesses by the Oregon State University's Austin Family Business Program. Each breakfast session provides practical information on timely topics delivered by professional advisors and family business owners who share their respective experiences on the topic.
Jackson is a partner in the firm's Estate Planning Practice Group and advises clients on a variety of estate, tax, and probate issues. His practice includes counseling closely-held businesses on estate and succession planning.