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This week we’re going “IN FOCUS” where we explore more advanced wealth planning topics. Today, we will discuss ““Selling a Family Business: Legal, Financial, and Estate Planning Considerations” featuring:
Bernadette Kasnicki, Esq., LL.M, Partner, Rivkin Radler, LLP
Michael Richmond, Managing Director, The DAK Group
Avi Sinensky, Esq., Partner, Rivkin Radler, LLP
Today’s show will cover the business, legal, and estate planning issues that arise when selling a family business. My guests will cover the preparation, negotiation and closing of the sale. Special attention will be given to market trends, legal issues, and tax planning ideas.
Staying connected:
1) Signup for my monthly newsletter here: https://www.ParkBridgeWealth.com/newsletter
2) Questions? Comments? Reach out to [email protected]
3) Connect on LinkedIn: https://www.linkedin.com/in/shenkman/
4) Follow me on Instagram/Twitter/YouTube @JonathanOnMoney
Hosted on Acast. See acast.com/privacy for more information.
By Jonathan On Money5
1212 ratings
This week we’re going “IN FOCUS” where we explore more advanced wealth planning topics. Today, we will discuss ““Selling a Family Business: Legal, Financial, and Estate Planning Considerations” featuring:
Bernadette Kasnicki, Esq., LL.M, Partner, Rivkin Radler, LLP
Michael Richmond, Managing Director, The DAK Group
Avi Sinensky, Esq., Partner, Rivkin Radler, LLP
Today’s show will cover the business, legal, and estate planning issues that arise when selling a family business. My guests will cover the preparation, negotiation and closing of the sale. Special attention will be given to market trends, legal issues, and tax planning ideas.
Staying connected:
1) Signup for my monthly newsletter here: https://www.ParkBridgeWealth.com/newsletter
2) Questions? Comments? Reach out to [email protected]
3) Connect on LinkedIn: https://www.linkedin.com/in/shenkman/
4) Follow me on Instagram/Twitter/YouTube @JonathanOnMoney
Hosted on Acast. See acast.com/privacy for more information.

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