September 27, 2024, Washington, DC – Jonathan C. Shoemaker and Taylor T. Dolan of Lee/Shoemaker PLLC presented a webinar, “Master Planning Your Succession Strategy,” for the AIA Trust during AIA Trust Week 2024. Over 90 minutes, Jonathan and Taylor reviewed succession planning basics, strategic evaluation of succession plan options, planning for the unexpected passing or departure of a firm owner, internal ownership transitions, and external sales with over 200 attendees from across the country.
