“As a senior environmental risk underwriter and environmental broker, I am one hundred percent (100%) behind the Toxic Succession education and outreach efforts being undertaken by Campaign 5000. In my area of expertise, I encounter numerous situations where inadequate up front post-death toxic succession planning leads to serious consequences for heirs, beneficiaries (including charitable organizations) and successor business owners. I am also particularly aware of the serious consequences these contamination issues can produce for trustees and other fiduciaries, who may be left “holding the bag” for contamination issues if they are not properly protected.”
Canaan Crouch
Former Vice President, SullivanCurtisMonroe
Assistant Vice President and Northwestern Regional Manager, ACE Environmental
Senior Environmental Underwriter, AIG
“As an environmental consultant, I have seen numerous situations over the years where the failure to plan for the passing of contaminated real property has resulted in horrific problems for the beneficiaries of a trust or estate. I wholly support this Campaign 5000 effort to inform financial and legal professionals of this issue so they can flag potential contamination issues and have them addressed during the succession planning process.”
Leo Rebele
Division Manager, Tetra Tech Engineering Company
“As a trusts and estates practitioner, I have encountered numerous situations where trustees and other fiduciaries of an estate have been sued – sometimes decades after the real property asset ceased to be part of the estate, and the results have been ugly. In many cases, this litigation might have been avoidable if proper planning had occurred at the outset. In my career I have found that most accountants, attorneys and other succession planning experts fail to include potential site contamination issues in their succession planning checklists. Because of this, I am a strong supporter of the Campaign 5000 educational outreach efforts”
Marshal Oldman
Founding Partner: Oldman, Cooley, Sallus, Birnberg, and Coleman
past President, Trusts and Estates Section of California State Bar
past President, State Board of Accountancy
