Model Request for Documents and Information for Business Succession Planning

By: Gregory F. Monday

This form of model request for documents and information to assist lawyers in advising their clients on family business succession planning comes from The Lawyer’s Guide to Family Business Succession Planning: A Step-by-Step Approach for Lawyers, Business Owners, and Advisors by Gregory Monday.
Once a lawyer has been retained as counsel for one or more business entities and/or one owner or a gro

This is premium content for:

ABA Business Law Section Members.

Please log in or join the Business Law Section to read this full article.

For more information about joining the Section, click here.

Connect with a global network of over 30,000 business law professionals


Login or Registration Required

You need to be logged in to complete that action.