Planning the Next Chapter: Winery Succession and Trust Tax Reporting

Lauren Galbraith will speak at the 2026 Wine Industry Financial Symposium session, "Planning the Next Chapter: Winery Succession and Trust Tax Reporting," on November 10, 2026.

The session will explore succession-planning considerations for winery and vineyard owners, including opportunities to transfer ownership to the next generation when business or asset valuations are lower. The session will also address related trust income tax reporting considerations.