Legacy Leaders

Legacy Leaders: Protecting Your Business Legacy Featuring Andre F. Regard


Listen Later

Andre Regard is an accomplished lawyer and entrepreneur who has a diverse legal background and is an expert in various areas of law, such as personal injury claims, business litigation, and estate planning. He holds a degree in accounting from Georgetown University and has extensive experience as a CPA. Andre is also active in his community, serving on several boards, including the Kentucky Health and Welfare Racing Fund and the Kentucky Equine Education Project. Currently, he holds the positions of President of the Central Kentucky Inn of Court and co-chair of the ABA Section of Litigation subcommittee on Consumer Protection Class Actions. People in both the legal and business worlds really respect him because of his entrepreneurial spirit and natural leadership abilities.

Listen to this informative Your Life. Your Legacy. episode with Andre Regard about the importance of family meetings and corporate formalities in protecting family-owned businesses, as well as the significance of succession planning and involving all advisors in estate planning for a business's future success.

 

Here is what to expect on this week’s show:

●    Having a family meeting is important to discuss business interests, succession planning, assets division, and share personal updates, as it ensures the continuity of family-owned businesses.

●    Corporate meetings help businesses comply with legal requirements and protect themselves from liability by following formalities.

●    Planning for succession is essential for family businesses and farms to continue as a legacy beyond the current generation.

●    It's crucial to involve all advisors in estate planning to ensure the future success of the business by coordinating the various aspects like setting up trusts and protection vehicles.

●    It's beneficial to identify potential issues early and involve professionals to find solutions like insurance products, to prevent litigation by creating a plan for the future.

 

Connect with Andre:

Twitter: https://twitter.com/lawregard

Instagram: https://www.instagram.com/andreregard

Facebook: https://www.facebook.com/regardlaw

LinkedIn: https://www.linkedin.com/in/andre-regard-5057b83/ and

https://www.linkedin.com/company/regardlawgroup/


Learn more about your ad choices. Visit megaphone.fm/adchoices

...more
View all episodesView all episodes
Download on the App Store

Legacy LeadersBy Stan Miller & Katie Beth Hand

  • 5
  • 5
  • 5
  • 5
  • 5

5

2 ratings


More shows like Legacy Leaders

View all
SharkPreneur by Kevin Harrington & Seth Greene

SharkPreneur

105 Listeners

Disruptive CEO Nation by Allison Summers

Disruptive CEO Nation

17 Listeners

Grow Your Business and Grow Your Wealth by Gary Heldt

Grow Your Business and Grow Your Wealth

12 Listeners

The Whinypaluza Podcast by Rebecca Greene

The Whinypaluza Podcast

51 Listeners

The Confident Retirement by Kris Flammang and Mark Picchi

The Confident Retirement

4 Listeners

Registered Investment Advisor Podcast by Seth Greene

Registered Investment Advisor Podcast

4 Listeners

Your Life Your Legacy by Stan Miller

Your Life Your Legacy

3 Listeners

Victim to Victory: Triumph Over Tragedy by Lawrence LeBrocq

Victim to Victory: Triumph Over Tragedy

2 Listeners

Great Decisions, Incredible Lives by John Creekmur

Great Decisions, Incredible Lives

3 Listeners

Better Business, Better Life by Terry DuPont

Better Business, Better Life

2 Listeners

Secrets to Selling Your Business by Jacob Koenig

Secrets to Selling Your Business

0 Listeners

Success Strategies for Dental Practice Owners by Stan Kinder

Success Strategies for Dental Practice Owners

0 Listeners

WNY Entrepreneurs Unleashed by David Searns

WNY Entrepreneurs Unleashed

2 Listeners

Future Fit™ with Regan Robinson by Regan Robinson

Future Fit™ with Regan Robinson

0 Listeners

Navigating H.O.P.E. by Dr. Jaime Hope

Navigating H.O.P.E.

4 Listeners

Jet Setting Wealth Advisory by David T. Yu

Jet Setting Wealth Advisory

0 Listeners