Title of Presentation: Planning for the Future Starts Now! Business owners are busy people. Taking care of daily challenges requires time and effort. Preparing for the future is likewise important. Having a well thought out succession plan for your business ensures that your wishes are carried out as you desire. In this workshop, you’ll learn the 5 steps every business owner should take to make certain their business’ success continues on when a transfer of ownership takes place.
Leah A. Foertsch, Esq. is a skilled estate and trust attorney with extensive experience representing Florida clients in all areas of trust and estate administration and planning, asset protection and wealth management, business succession planning and tax strategies. She has managed multimillion-dollar real estate transactions, including structuring deals and providing title insurance for both commercial and residential properties, and has worked with individuals to develop successful succession planning strategies to meet their goals and objectives. In addition to her law degree, Leah earned a Master of Laws in Taxation and is a member of the Florida Bar, Tax and Real Property, Probate and Trust sections. She is a Senior Counsel with Pannone Lopes Devereaux & O’Gara LLC in the firm’s Boca Raton Office, located in Peninsula Plaza, 2424 North Federal Highway. To contact Leah, please call 561-362-2011 or email firstname.lastname@example.org.
Jason S. Palmisano, Esq. is a distinguished Florida Bar Board-Certified lawyer in wills, trusts and estates law with over 10 years of extensive experience advising clients in a wide range of areas including trust and estate planning and administration, wealth management, asset protection, charitable giving strategies and in all matters of tax planning, including multinational tax, and advising clients on business and succession planning. In addition, his practice includes preparing a wide variety of trusts, including grantor, irrevocable life insurance, special needs and qualified personal residence trusts, among others. In addition to his law degree, Jason earned a Master of Law in Taxation, and graduated from Leadership Boca, Class of 2018. He is a Senior Counsel with Pannone Lopes Devereaux & O’Gara LLC in the firm’s Boca Raton Office, located in Peninsula Plaza, 2424 North Federal Highway. To contact Jason, please call 561-362-2034 or email email@example.com.