In the first session of Coffee with Cozen O'Connor and Customplan, Chantal Cattermole, Virgil Hlus, and Alexander Swabuk will join Micheline Varnas, Senior Partner, Vice President, Living Benefits and International Risk Management Specialist at Customplan Financial Advisors Inc., to explore how legal and financial planning strategies can help protect family wealth and support successful succession planning. Using an anonymized family case study, the discussion will touch on corporations, trusts, shareholder agreements, family law considerations, and the benefits of coordinated insurance planning.