Course curriculum

  • 1

    Legal Considerations for Succession Planning

    • Succession Planning - Part 1

    • Exiting The Family Business Successfully… By Design (Printable Handout)

  • 2

    Understanding Taxes in Succession Planning

    • Understanding Taxes in Succession Planning

    • Business Succession Planning (Printable Handout)

  • 3

    Panel Discussion


Kameron Brooks, Esq.

Kameron has been in private practice for 39 years and has concentrated his practice in the areas of estate and asset protection planning, tax planning, business succession planning and trust and estate administration, law for the past 27 years. His client base encompasses all of Western New York and parts of the Finger Lakes Region.Kameron is a frequent writer and lecturer on Estate Planning issues and has lectured at seminars numerous times at the Robert H. Jackson Center and for the New York State Bar Association.Undergraduate degree - SUNY @ Fredonia, 1974 (cum laude)Juris Doctor degree - Western New England University, School of Law, 1977.Military Service - US ARMY Helicopter pilot - 1969 to 1971, with one year of service in Vietnam.Professional Memberships - American Bar Association, New York State Bar Association and CattaraugusCounty Bar Association (Past President); Sec/Tres and Board member of the Cattaraugus Local DevelopmentCorporation; Past President of the Greater Chautauqua Region Estate Planning Council.


Christopher Smith

Christopher R. Smith, CPA, CVA, MAc, Principal and Manager of the Jamestown Office, joined Schaffner, Knight, Minnaugh & Company, P.C. in 2005. He was appointed as the firm’s ninth principal in January of 2012. Chris concentrates his practice in corporate and individual tax compliance and tax planning. Chris earned a B.S. degree in Accounting from SUNY Fredonia and his M.S. degree in Accounting from Auburn University. He has over fifteen years of experience in the accounting field. Chris is a member of the American Institute of Certified Public Accountants and the New York State Society of Certified Public Accountants. Chris currently serves as Treasurer of the Jamestown area YMCA. Chris is also actively a coach for numerous youth sports programs.

Panel Discussion

Gene Aversa - former owner Hanson Sign Company Chase Churchill - President, Jamestown Electro Plating Ben Webb - Owner, Webb's Captain's Table Restaurant