BEPC Education Program: “Succession Planning”
Program Information: Transition by Design: Successful Succession of the Privately Held Business and Wealth
Description: All privately-held businesses will transition at some point – either by design or by default. This presentation identifies the key drivers that underlie business dynamics and family dynamics and illustrates a three-pronged approach to designing an integrated business succession plan to align the goals and objectives of the business and the family. We will discuss some of the current changes in the tax law, and strategic opportunities and pre-transaction planning steps to consider in order to optimize the chosen path.
Speaker Bio: Susan P. Rounds, JD, CPA, LLM, TEP, AEP® (Distinguished) and Head US Wealth Planning, Deutsche Bank Wealth Management works with ultra-high net-worth clients and their families on matters of tax and estate planning, business succession, risk management, philanthropy, family governance and legacy. She is a frequent writer and lecturer on these topics, including teaching at the University of Georgia School of Law and Terry College of Business, the Becker CPA Review Course, and the NYU Summer Institute on Taxation. Susan was inducted into the NAEPC Estate Planning Hall of Fame in November 2022.
Sponsored by PNC Private Bank.
AGENDA
07:00 - 08:00 Breakfast and Networking
08:00 - 10:00 Program
Details to Follow!
Two Meeting Requirement: To maintain membership in the Baltimore Estate Planning Council, active members are required to attend at least two (2) IN-PERSON educational meetings annually.
Cancellation Policy: Reservations must be canceled in writing or by e-mail and received no later than Friday, May 1, 2026. If you would like a name tag, please register by Friday, May 1, 2026.
Attendees may be photographed during the event, and these images may be used in future Council promotional or marketing materials.
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