January 2018 Luncheon Program
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"Business Succession Planning"

When: Tuesday, January 9, 2018
11:45 a.m. - 1:45 p.m.
Where: The Union League
140 South Broad Street
Lincoln Hall (2nd Floor)
Philadelphia, Pennsylvania  19102
United States
Contact: Denise Downing

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"Business Succession Planning"

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Transitioning a private business, usually family owned, from one generation to the next is a complex and complicated undertaking.  We will review successful strategies to minimize taxes and pay for those that remain, encourage orderly leadership changes, compensate owners and non-owners, and take steps to position a business for future success.   We will also discuss the role a family business may play in fulfilling the family’s charitable objectives.  Among the non-tax topics discussed will be incentivizing outside managers, limiting conflicts over business perks and dividend payments, and the role of outside advisors and board members in a family enterprise.

One Education Credit for CLE (PA Only), Insurance (PA Only), CFP, CPA (PA Only), PACE and CTFA will be offered.

Turney P. Berry concentrates his practice in the areas of estate planning, fiduciary matters, and charitable planning.  Mr. Berry is a Member of the Executive Committee and the Chair of Wyatt, Tarrant & Combs’ 15 lawyer Trusts, Estates & Personal Planning Service Team.

Mr. Berry is active in the American College of Trust and Estate Counsel (ACTEC), currently serving as Kentucky State Chair and Chair of the Estate & Gift Committee, and is a past Regent and former President of the ACTEC Foundation.  As a Uniform Law Commissioner, he currently serves as Chair of the drafting committee for the revised Uniform Principal and Income Act, Vice-Chair of the drafting committee for the Uniform Directed Trust Act, Vice-Chair of the Study Committee on Trust Management of Funds Raised through Public Fundraising and Vice-Chair of the Drafting Committee on Electronic Wills Act.  For the American Bar Association, Mr. Berry serves as Co-Chair of the Charitable Planning Committee for the Section of Real Property, Trust and Estate Law and on the Conservation Easement Task Force.

Mr. Berry is a Fellow of the American College of Tax Counsel, a member of the American Law Institute, a member of the Advisory Council of the Heckerling Institute on Estate Planning, a Member of the Advisory Board of Trusts and Estates Monthly, a member of the Joint Editorial Board for Uniform Trust and Estates Act, and a member of the Bloomberg BNA Tax Advisory Board (Estates, Gifts, and Trusts).  Mr. Berry is the recipient of the National Philanthropy Day Baylor Landrum Award.  Mr. Berry has been certified as an Accredited Estate Planner® (AEP®) by the National Association of Estate Planners & Councils and is a member of its Estate Planning Hall of Fame [Kentucky does not recognize legal specialties].  He is listed in Woodward/White’s The Best Lawyers in America® and in the Kentucky Super Lawyer Magazine in the area of Trusts and Estates.

A native of Tennessee, Mr. Berry received his B.A. and B.L.S. in 1983 from the University of Memphis and his J.D. in 1986 from Vanderbilt University.

This meeting is being sponsored by


The Philadelphia Estate Planning Council
P.O. Box 579
Moorestown, NJ 08057-0579

Executive Director: Denise Downing, CMP


Phone: (215) 486-6215
Fax: (856) 727-9504