The Network of Family Businesses has scheduled a virtual educational Webinar on June 28, 2012 at 11:00 AM EST, with Rich Locher, Financial Advisor, and Philip E. Levin, Esq. This practical and ‘how to’ discussion will help Family Business owners better understand the various disciplines needed in the planning process. Gain insight into what are the key points a Business Owner needs to consider as they approach the planning process, how Business Planning Concerns impact Estate Planning Concerns, and how one selects the correct tools and instruments for Estate Planning.
Rich brings with him 30 years experience in the investment and financial planning industry. His strengths are in helping his planning clients understand the impact their financial decisions have on their quality of life- now and in the future, especially the outcome of delaying decisions regarding family protection, estate planning or keeping investments in line with long-term goals.
Attorney Philip Levin has over 25 years of experience working with clients, along with their financial and tax advisors, to develop and implement comprehensive and tax efficient estate plans for individuals, business owners, and corporate executives. Phil believes that the key to creating an effective estate plan is to inform clients about their options under current law and create an integrated plan designed to make sure that the right property, distributes to the right party, at the right time, either outright, or through flexible trust planning arrangements. Phil has worked with many privately owned family businesses for the purpose of developing business disposition plans to protect the rights and interests of company shareholders, partners, and their families.
Don’t miss this critical and timely ‘How To’ topic.