Planning for Succession and How to Manage Generational Transfer

  • Date & Time
    August 22, 2023
  • Location Crystal City, VA
  • Event Type
  • Add to Calendar Disabled
ArentFox Schiff Partners Amal Dave, Kristen Hosack Pace, and Ankit Shrivastava collaborate with UBS Private Wealth Management to present a panel on succession and generational transfer at AAHOA Washington, DC Regional Conference & Trade Show.

Corporate Partner Amal Dave (moderator), Private Clients, Trusts, and Estates Partner Kristen Hosack Pace (panelist), and Real Estate Partner Ankit Shrivastava (panelist) joined UBS Private Wealth Management’s Rod von Lipsey to address succession planning issues with Asian American Hotel Owners Association (AAHOA) members. Topics discussed included:

  • Key issues arising in exit transactions (including franchise and other real estate considerations)
  • Timing and planning for succession
  • Common succession planning pitfalls and mistakes
  • Confidentiality issues regarding planning
  • How to assess an Exit Planning Advisor

The multi-specialty panel tailored the presentation for AAHOA, an organization whose 20,000 members own over 60% of the hotels in the United States, and focused on issues relevant to owners and operators of hotels that are in the midst of a generational transfer.


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