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Generation 2 Leadership Gathering
Friday, December 04, 2020, 11:00 AM - 12:00 PM EDT
Category: ISFA Events

Generation 2 Leadership Gathering

ISFA's Gen2 Leadership Gathering is designed to provide education and networking opportunities for Companies that are in the process of transitioning to, or who have already transitioned to 2nd or 3rd generation owners. Gen 2 businesses have unique needs and challenges, and ISFA's Gen2 event creates a peer group and an environment for discussing and sharing these opportunities.

Exclusive to ISFA Members! Come hear Patrick Conner, Partner with Husch Blackwell lead a conversation on everything from minimizing tax liability to safeguards for succession planning. We will follow up with a Q&A session as well.

Patrick ConnerPatrick combines an intentionally practical approach with a deep grasp of the law to provide clients with advantageous strategies to accomplish their estate and succession planning goals. Highly focused and disciplined, Patrick develops and implements plans that are customized for clients at all levels of wealth and stages of life. He works closely with each client’s team of advisors, accountants and other professionals to create a comprehensive plan that helps clients realize their goals and objectives and secure the future for themselves, their families and beneficiaries. Clients appreciate Patrick’s ability to present complex strategies in down-toearth, easily understood terms. Patrick focuses on wealth, tax, trust and estate planning; estate and trust administration; probate; privately held business and corporate planning; asset protection planning; special needs planning; and probate and trust litigation. He has designed and implemented numerous plans to minimize income, gift, estate and generation skipping transfer taxes associated with succession planning for individuals and privately held businesses. He also represents fiduciaries, beneficiaries and other claimants when controversies arise involving taxes, trusts, estates and related property interests. Patrick’s business background and advanced degree in tax law help provide business clients with the advice and knowledge of an outside general counsel.

Register for this FREE Event

Contact: Nancy Busch 888-599-ISFA, ext. 1