While succession and estate planning are two critical pieces to any family-business strategy, too often key advisors are left out of the equation when developing those plans. In so doing, you can jeopardize all of your best efforts. On the other hand, coordinating efforts and getting everyone in the family involved with your team of advisors can make all the difference.
On our May 27th broadcast, our guests will be Brad Beisbier, Sr, SVP, RBC Bank and Cleve Hill, Attorney at Law, Bettis Law Group, LLC, who will help us understand how to leverage your trusted advisors to ensure that your family and family-business can weather even the most difficult times.
Our discussion will look at some situations that did not turn out as the family-business owner hoped and we will discuss strategies to prevent those situations for your business.
As always, there will be lots of useful and practical information shared and many take always for you and your business.
Brad Beisbier, Sr
Brad Beisbier, Sr was born and raised in Wisconsin where he received an undergraduate degree of Business Administration in Finance from the University of Wisconsin – Oshkosh. After completing Wells Fargo Bank’s (formerly Norwest) management training program, Brad and his wife relocated to Atlanta where he joined Bank of America (formerly NationsBank). While at Bank of America, Brad assumed numerous production and leadership roles. He also received his MBA from Georgia State University’s Robinson College of Business and his Green Belt Certification as part of Bank of America’s Six Sigma efforts.
Brad joined RBC Bank in February, 2006. Since then, he has been recognized as a Star Performer and served in several different production, strategic, and leadership roles. Brad has built a portfolio of commercial operating relationships with an emphasis in manufacturing, distribution, and various professional services. He serves on the board of the Greater North Fulton Chamber of Commerce and is a member of several industry and community associations. Brad maintains a residence in Cumming, GA along with his wife and their three children.
John Cleveland (“Cleve”) Hill joined Bettis Law Group, LLC in 2007 as an associate attorney. Mr. Hill began his law practice in 2004 at Powell Goldstein LLP (now Bryan Cave Powell Goldstein), one of Atlanta’s oldest and largest law firms, where he practiced commercial bankruptcy law. Presently, Mr. Hill focuses his practice in the areas of estate planning, including wills, trusts, special needs planning, powers of attorney, health care directives, probate and estate administration, conservatorships and guardianships, and small business entity formation.
A native of Cherokee County, Georgia, Mr. Hill attended Oglethorpe University in Atlanta, Georgia, where he received his B.A., magna cum laude, in 2001. While at Oglethorpe, Mr. Hill served two terms as student body president. At graduation, Mr. Hill received the prestigious James Edward Oglethorpe Cup, which is awarded annually by the faculty of the university to an outstanding senior, along with the Pattillo Leadership Prize, the Charles Longstreet Weltner Award, and was an inaugural recipient of the President’s Community Service Award.
Mr. Hill attended the Mercer University Walter F. George School of Law in Macon, Georgia where he obtained his J.D., cum laude, in 2004. While at Mercer, Mr. Hill served on the Editorial Board of the Mercer Law Review and graduated in the top 10% of his class.
Mr. Hill resides in Canton, Georgia with his wife, Allie, and puppy, Reagan. The Hills attend Woodstock First Baptist Church. Mr. Hill is very active at his alma mater where he currently serves on the Oglethorpe University National Alumni Board of Directors and the President’s Advisory Council. From 2007 to 2009, Mr. Hill served on the university’s Board of Trustees. For the 2008/2009 academic year, Mr. Hill served as Chairman of Campus Life Committee of the Board of Trustees.