MEC February Meeting - Family Business Succession Planning in 9 Foolproof Steps
Gregory Monday is an attorney with the Reinhart law firm in Madison, Wisconsin. He
represents middle-market family businesses and their owners with respect to governance,
ownership, and succession.
Greg authored the book, “The Lawyer’s Guide to Family Business Succession Planning,”
which the American Bar Association published in 2020. Greg also serves as an adjunct professor
at the University of Wisconsin Law School, where he teaches business organizations classes.
Greg is a fellow with the American College of Trust and Estate Counsel. Greg is a
frequent writer and speaker on the topic of family business, including for Wealth Counsel and
the State Bar of Wisconsin.
Greg says that family business succession planning is a puzzle, not a contest. His
presentation is intended to provide estate planning professionals with an effective template for
family business succession planning, including: how to start the process, how to overcome
indecision that might otherwise impede the process, and how to achieve results that will exceed
the clients’ expectations.
