Episode Details

Succession planning becomes much clearer when you can see how all the pieces interact in a real family system. Episode 10 brings the opening arc of the series into focus through a practical case study. A family with a closely held business, real estate, a collection, multiple heirs, and several advisors appears well positioned on paper, yet still faces the same structural risks we have explored throughout the series: outdated planning, unclear roles, illiquidity, fairness tensions, fragmented advice, and unprepared heirs. This episode shows what breaks down, what works, and why successful succession depends on integrated design rather than isolated technical solutions. Website: erskineanderskine.com LinkedIn: linkedin.com/in/erskineco Facebook: facebook.com/erskinecompany Instagram: instagram.com/uniqueestateplans