Beyond Succession: Strategic Planning for Multi Generational Business Continuity
2026-02-26 12:30 - 13:30 (America/New_York) | McLane Middleton’s Woburn Office, 300 TradeCenter, Suite 7600, Woburn, MA, 01801
Ensuring the long-term success of a family business requires more than preparing the next generation to lead. It demands a thoughtful, coordinated approach to succession, trust and estate planning, and corporate structuring. This panel discussion will explore how families can effectively align these key planning areas to preserve their business, protect their wealth, and support a smooth transition of leadership and ownership.
Our session will cover critical topics including managerial and succession planning, corporate and family governance best practices, trust structures, estate planning strategies, wealth integration and preservation, and corporate considerations that support continuity and reduce risk. Attendees will gain practical guidance and actionable insights to help navigate the complex personal, financial, and corporate dynamics inherent in family enterprise planning.
Whether you are a business owner, next generation successor, or advisor to family owned companies, this seminar will provide valuable tools to support a stable and sustainable future for your family business.
Panel members include:

John Colucci, Managing Director of McLane Middleton (moderator)
Kimberly Kramer, Director and Vice Chair of McLane Middleton’s Corporate Department
Ryan Swartz, Director and Chair of McLane Middleton’s Trust & Estates Department
Doug Baumoel, Founder of Continuity Family Business Consulting

Planning and Managing Divorce
2026-03-19 12:00 - 13:30
Divorce is not just an emotional transition it’s a major financial and legal turning point. This informative seminar is designed to help individuals or advisors help their clients plan proactively, protect their assets, and make informed decisions for themselves and their families.
McLane Middleton attorneys Dave Tencza and Phil Tizzano will focus on what to expect, what decisions matter most, and how planning ahead can help protect what you’ve worked hard to build. Topics include:

The financial impact of divorce
Common client blind spots and planning gaps
Property settlement considerations
How divorce affects wills, trusts, beneficiary designations, and fiduciary appointments
Estate and financial planning considerations when minor children are involved and addressing blended family and step-family challenges
The use of planning documents to preserve client assets and the risks of outdated documents and unintended asset distribution
Proactive planning strategies to protect assets and reduce conflict
