Gina Barry of Bacon Wilson and her Colleague, Atty. Daniel McKellick, have agreed to present to our council on the topic of Business Succession.
Unfortunately, most business owners fail to plan for the continued operation of their business should they become incapacitated or die. Currently, only 30% of family-run companies succeed into the second generation, and only 15% percent survive into the third generation. When a business owner becomes incapacitated or passes away without a plan in place, the business always falters and often fails. More often than not, the family business is doomed by a failure to plan. To be prepared to discuss business succession planning with your clients, join us for this informative presentation that will cover establishing timelines, identifying successors, and financial strategies for accomplishing the transfer.
GINA M. BARRY is a shareholder with the regional law firm of Bacon Wilson, P.C., who practices law in Massachusetts and Connecticut. She graduated cum laude from Western New England University School of Law, where she served as the Articles Editor of the Western New England Law Review. She then completed a one-year clerkship with the Massachusetts Superior Court before beginning her career with Bacon Wilson. Attorney Barry is a board member of the Massachusetts Chapter of the National Academy of Elder Law Attorneys and the Western Massachusetts Elder Care Professionals Association. She served as the President of the Estate Planning Council of Hampden County from 2013-2014, and is the current President of The Joy of Jasper, a non-profit horse sanctuary she founded in 2007. She has been named as a Super Lawyer by Boston Magazine for many years. Attorney Barry has also received additional awards and recognition as follows: “Lawyer of the Year” for Springfield Elder Law by Best Lawyers (2019), Distinguished Alumni of Holyoke Community College (2015); Woman of Influence by the Women Business Owners Alliance (2015); Visionary Achievement Award from Western Mass Women's Magazine (2014); one of the Top Five Business Women in Western Mass by Western Mass Women's Magazine (2010); one of Forty Under Forty by Business West (2009); Woman of Distinction by the Girl Scouts of America (2008), and Business Woman of the Year by the Women Business Owners Alliance (2005). Attorney Barry is a frequent lecturer and published author in her field. She practices in Estate Planning, including Estate Planning for Pets, Asset Protection/Medicaid Planning, Elder Law, Probate and Trust Administration, Guardianships, Conservatorships, and Residential Real Estate.
DANIEL M. MCKELLICK is a shareholder with the law firm Bacon Wilson, P.C. His area of focus is in real estate and business matters, including real estate transactions; leases; commercial lending; mergers and acquisitions; business startup and succession; corporate matters; and contract drafting and review. Attorney McKellick is licensed in both Massachusetts and Connecticut. He received his undergraduate degree in Business Management, cum laude, from the University of Massachusetts, Isenberg School of Management, and his law degree, magna cum laude, from Western New England University School of Law. Before joining Bacon Wilson, he worked for the Superior Court of Massachusetts Western District as clerk to the Justices. Prior to entering the legal profession, he worked in sales and senior management for a large wholesale distribution company, which provides him with a unique insight on business operations and profitability. Attorney McKellick is on the Board of Directors for the Greater Westfield Chamber of Commerce, The Cutchins Programs for Children & Families, and The Hampden County Bar Foundation. He is a member of the Hampden County Bar, where he has previously served on the Board of Directors, and a member of the Massachusetts Bar Association.
RSVP to Dan Stanyon (button below). Free for Members! Non-members: $35. Pay via PAYPAL or mail a check: Donna Turner, Smith Watson & Company LLC, 7 North Street, Suite 205, Pittsfield, MA 01201. Thank you!
This Events Sponsors are Bacon Wilson Attorneys at Law, Donovan O’Connor & Dodig, LLP and the Berkshire County Estate Planning Council
