Attorneys Jim Egle and Jill Martin Present “Business Succession and Transition”

Attorneys Jim Egle and Jill Martin recently presented on business succession and transition for members and guests of the Wisconsin Family Business Center. Their presentation was part of the FBC’s recurring Speaker Series, with a January program focused on helping family members navigate the complexities of being part of a family enterprise, emphasizing how each generation can best support the roles individuals play now and into the future. Jim and Jill’s presentation included considerations and strategies for business succession planning, an overview of estate and gift taxes and estate transfers, and gifting and sales strategies.

Click here to learn more about the Wisconsin Family Business Center, of which Stafford Rosenbaum is a proud sponsor.

Attorney Jim Egle is the managing partner at Stafford Rosenbaum and works primarily in the firm’s Madison office. He practices business law, dealership and franchise law, trusts and estates, and real estate law, among others. He publishes and speaks regularly on business law topics, such as succession planning, tax law, and the Corporate Transparency Act.

Attorney Jill Martin is a partner in Stafford Rosenbaum’s Milwaukee office. She practices trusts and estates law as well as foundation and nonprofit law. Jill has an extensive background in estate planning and wealth transfer, trust and estate administration, tax efficiency, and philanthropic goals. Educating her clients through very complex concepts is an essential element of Jill’s practice.

If you need advice on business succession or estate planning matters, or any of Stafford Rosenbaum’s full array of legal services, we have the experience and capacity to help—call us at (608) 256-0226.

Stafford Rosenbaum LLP is a full-service law firm with two convenient office locations in Madison and Milwaukee, Wisconsin. 145 years of dedication to businesses, governments, nonprofits, and individuals has proven that effective client communication continues to be the heart of our practice.

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