In this episode of Keep It Legal, we sat down with Jake Pollack, wealth transfer planning attorney at Shackleford, McKinley & Norton in Dallas. We dive into the critical, yet often overlooked, topic of business succession planning. Mr. Pollack shares insights on why nearly 70% of family businesses lack a formal succession plan, the challenges of transferring ownership, and how proactive planning can prevent disputes and protect a company’s legacy. 

Learn about Jake Pollack here: https://shackelford.law/profiles/jake-n-pollack/