
Legally Scaling: Podcast Series Episode 12 – Succession planning: how to get it right, and what can go wrong if you don’t, with James Winfield
In this episode, we discuss the main reasons why business owners and leaders don’t tend to plan for the worst, the succession planning documents and processes to consider as early as possible, including wills, lasting powers of attorney, shareholders’ agreements and cross-option agreements, and certain tax rules that can benefit or hinder business owners if not effectively navigated.
