Meeting Information

Meeting/Event Information

March 2025: The Soft Side of Succession Planning, featuring Bea Wolper

 

March 06, 2025
12:00 PM EST - 1:15 PM EST
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Columbus Metropolitan Library - Driving Park Branch
1422 East Livingston Avenue
Columbus, OH 43205
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REGISTRATION IS CLOSED

Monthly Education Program Announcement

Thursday, March 6, 2025
11:45am-Noon - Registration and networking
Noon-1:15pm - Education Program

The Soft Side of Succession Planning
Presenter: Bea Wolper

Chief Executive Officer of Emens Wolper Jacobs Jasin Law Firm

There are two sides to succession:  the hard side that everyone knows…wills, trusts, documents, etc.  But the soft side is more difficult:  concepts such as fairness, rivalry and procrastination, etc. These concepts and how they intertwine with charitable planning will be explored at our next meeting.
     

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Bea Wolper is Chief Executive Officer of Emens Wolper Jacobs Jasin Law Firm, where her practice focuses on succession planning, wills, trusts, estate planning, oil and gas law, and the buying and selling of assets and businesses, with an emphasis on family-owned businesses. 
Ms. Wolper is a co-founder and President of the Conway Center for Family Business. Bea is a member of the Columbus Estate Planning Council, and the Legal Advisory Boards of the Columbus Foundation, Nationwide Children’s Hospital Foundation and Central Ohio Planned Giving.  
Bea Wolper is a frequent writer and lecturer regarding estate planning, wealth transfer, oil and gas leasing, contract negotiations, family-owned business issues, and purchases/ acquisitions and is co-author with her husband, Dick Emens, of a book specifically aimed at family businesses, Family Business Basics: The Guide to FamilyBusiness Financial Success (2nd Ed 2004).  
Agenda
11:45am-Noon - Registration and networking
Noon-1:15pm - Education Program
Location

Columbus Metropolitan Library
Driving Park Branch

MAP

Plenty of free parking at the library location
Registration Fees

No Charge for CGPCO Members* – online reservations required 
*Membership benefits are not transferable to colleagues.
CGPCO members - if you need to cancel please do so before the RSVP deadline or the chapter will be charged for your meal.


$45 Guests – online reservations and credit card payments required by the RSVP deadline
Cancellation and Refund Policy

Cancellations received in writing to [email protected] by the RSVP deadline are eligible for a full refund.  Cancellations received after the deadline will not receive a refund since we will have paid for your meal.

RSVP Deadline is Friday, February 28, 2025 at Noon

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Charitable Gift Planners of Central Ohio

Our mailing address is:
Post Office Box 961
Columbus, Ohio 43216-0961

[email protected]
 
Phone 614-565-5159 (Dale Abrams, Chapter Administrator)
 

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