Strategic Decisions in Succession Planning : practical issues and considerations

featuring

Lena Graham Morris, The Entreprenista
Vice President, Principal, and Shareholder
HORUS Construction Services Inc.

Judy N. Cuzzacrea Wagner
Partner, Harris Beach PLLC
Specializing in Elder Law, Estate Planning and Establishing Wills and Trusts

About Lena:

Lena Graham Morris, The Entreprenista, is Vice President, Principal, and Shareholder of HORUS Construction Services Inc. She is currently in a succession plan to take ownership of her family’s third-generation construction business. In an industry dominated by men, she is taking the proverbial reins to be a trailblazer. The company was established by her grandfather, grandmother, great uncle, and father. Today she is working side by side with her mentor and partner, who is also her uncle. They have established strategic partnerships that have secured over $500 Million in total contracts over the last five years, in addition to ensuring the firm’s largest contract in its history and spearheading the Business Equity Best Practices and Economic Impact Report for state renown medical center.

About Judy:

Judy has extensive experience in trust and estate administration, estate planning and estate taxation, trust planning and retirement benefit planning. Judy also focuses on advising owners of closely held businesses on creating succession plans, working to develop strategies that preserve and protect
business and individual assets, allowing transfers to future generations in a tax-efficient way.

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