Wednesday, March 14, 2012

Getting Maximum Value in a Sale of a Family Owned Business, Potential Issues and Considerations

Join industry leading professionals at our informational Webinar:

Date: Wednesday, April 25, 2012
Time: 12:00 p.m. - 1:30 p.m. Pacific Time

A sale or a recapitalization of a family-owned business is often necessitated by changing family circumstances, such as marriage, divorce, health changes or death. For the owners, the family business likely represents the bulk of their estate, which needs to be protected and preserved in future years and for future generations.

For example, in a case of marriage, a pre-marital agreement with respect to the business may be appropriate. A business may need to be restructured in a divorce, with all the attendant business consequences, such as ownership, management, tax and estate planning, insurance, etc. For various personal reasons, the family may not want to or be able to manage the business effectively on an ongoing basis. At a minimum, a financial valuation of the business needs to be conducted, or alternatively, a recapitalization or a complete divestiture of the company may be desirable.

It is essential for every business owner to have a team of key trusted advisors in place to help navigate changing family dynamics.

This Webinar will address the issues involved in valuing and selling a family business, including time constraints, valuation implications, ongoing management and ownership (if any) issues, potential buyers, deal structuring imperatives, and the tax, trusts and estates, insurance and other implications of a transaction.

Moderator: Mr. Kasdan is the Founding Partner of Convergence Capital Partners, LLC, an investment banking advisory firm focused on the middle market. He has more than twenty years of investment banking, corporate law and corporate strategy experience. Mr. Kasdan has executed over 100 domestic and cross-border transactions totaling more than $10 billion in overall volume in a variety of industries.

Panelist: Lauren Petkin, Partner: Kolodny & Anteau Ms. Petkin specializes in sophisticated and complex family law and matrimonial matters arising out of interpersonal relationships both domestically and abroad. She has published articles in national publications and is a frequent speaker on the subject of Family Law. Read more...

Panelist: Neal Jannol, Partner, Loeb & Loeb, LLP. Mr. Jannol concentrates his practice on sophisticated estate and tax planning for individual clients, the representation of individual and corporate fiduciaries, and the administration of estates and trusts. His experience includes drafting revocable and irrevocable trusts, business succession planning, premarital planning, charitable gift planning, and all aspects of estate administration and probate procedures. Read more...

Panelist: Barbara C. Kogen, C.P.A., J.D., Partner, Miller, Kaplan, Arase & Co., LLP. Ms. Kogen has comprehensive knowledge, experience and expertise in all phases of taxation, including real estate and partnership taxation, estate planning, corporate taxation, corporate mergers and acquisitions, international taxation, capital recovery, tax-exempt entities, planning for closely held businesses, tax aspects of marital dissolution, and charitable giving. Read more...

Panelist: David A. Guterman, Certified Financial Planner(R), Trust and Estate Practitioner(R), Guterman Organization.
Mr. Guterman advises private clients on Wealth Optimization: investment, estate, gift, liquidity-event and insurance planning. He specializes in counseling general partners of private equity, hedge fund, venture capital and investment management partnerships. Read more...

Panelist: Jim Baer, Principal and Founding Partner: Baer & Troff, LLP. Mr. Baer's legal practice experience includes serving as outside general counsel and business advisor to numerous companies and individuals, venture capital financings for both venture capital firms and portfolio companies. Read more

Panelist: Nevin Sanli, President: Sanli, Pastore & Hill. Mr. Sanli is President and co-founder of Sanli Pastore & Hill, Inc. He is an Accredited Senior Appraiser (ASA), Business Valuation Discipline, of the American Society of Appraisers, and has valued over 1,500 businesses during his career. click here

Monday, February 13, 2012

The Art of Prenuptial Agreements

Join our industry-leading professionals at the offices of Kolodny & Anteau for networking, lunch and continuing education:

The Art of Prenuptial Agreements 
(1.0 hour CPE/CLE)
presented by
Lauren Petkin, Partner, Kolodny - Anteau

Date: March 14, 2012
Time: 12:00 p.m. - 1:30 p.m.
Lunch and Networking: 12:00 p.m.
Presentation: 12:30-1:15p.m.
Q & A: 1:15 p.m.- 1:30 p.m.
Click here to register

Major Topics: 

• The purpose of a Premarital Agreement: what does it do?
• When does one need or not need a Premarital Agreement?
• How to protect your client in the absence of a Premarital Agreement?
• What is prohibited in a Premarital Agreement?
• Should you be drafting a Premarital Agreement?
• The 7 day rule
• The new world of spousal support waivers
• To fully disclose property or not, that is the question
• Attacking Premarital Agreements

Wednesday, January 11, 2012

Webinar: Rainmaking Strategies for Lawyers: Attract Clients by Positioning Yourself as the Expert

• Position yourself as a thought leader in an opportune industry segment
• Land specific categories of new business...without ever leaving your desk
• Guarantee you're the first lawyer in America writing about a topic
• Turn social media into your free personal broadcast network
• Have reporters call you for the expert quotes that make their story -- and your reputation
• Get business while you sleep by building a "virtual promotions department"
• Be in demand to speak at the right conferences
• Create your own thought leadership platform
• Reinforce your marketing efforts with top-of-mind marketing communications that reach a much larger universe of prospects

Thursday, December 29, 2011

Join us for a Lunch and Learn Event: Asset Protection in California: A Primer for Attorneys, CPAs and trusted advisors

Description: From the underlying substantive law to practical aspects of asset protection planning (i.e., what works and what does not), this program will cover the basics that every lawyer needs to know about protecting assets from lawsuits and creditors. We'll cover specific planning strategies and solutions, including planning with community property, business entities and domestic and foreign trusts. Specific emphasis will be placed on protecting assets in a troubled economy, including protection from lenders and landlords holding personal guarantees.

You'll learn various ways, from the very simply to the very sophisticated, to protect specific assets common to all clients: houses, bank and brokerage accounts, rental real estate, businesses and professional practices and retirement plans. Course materials will serve as a treatise on asset protection as well as an exhaustive reference source for many of your planning needs and will outline and diagram the discussed planning techniques and structures. The instructor will share many real life case histories and anecdotes that will readily illustrate the effectiveness of various structures.

Sunday, November 20, 2011

Asset Protection in California: A Primer for Lawyers

Webinar & Resources
Sponsored by:
Klueger & Stein, LLP

Major Topics:

• Practical aspects of planning contrasted with legal theories, including last-minute planning
• Planning to protect specific assets, including houses, rental properties, bank accounts and retirement plans
• Planning for specific clients before and after lawsuits, planning to protect from specific types of plaintiffs and creditors
• Planning with and for business entities, including domestic and foreign corporations, LLCs and limited partnerships
• Picking correct entities and jurisdictions
• Usefulness of domestic and foreign asset protection trusts

Webinar:
Click here to register
Friday, December 16th, 2011
11:00 AM- 12:00 PM

Can't attend the webinar?
Click here
to request presentation materials

Description:

From the underlying substantive law to practical aspects of asset protection planning (i.e., what works and what does not), this program will cover the basics that every lawyer needs to know about protecting assets from lawsuits and creditors. We'll cover specific planning strategies and solutions, including planning with community property, business entities and domestic and foreign trusts. Specific emphasis will be placed on protecting assets in a troubled economy, including protection from lenders and landlords holding personal guarantees.

You'll learn various ways, from the very simply to the very sophisticated, to protect specific assets common to all clients: houses, bank and brokerage accounts, rental real estate, businesses and professional practices and retirement plans. Course materials will serve as a treatise on asset protection as well as an exhaustive reference source for many of your planning needs and will outline and diagram the discussed planning techniques and structures. The instructor will share many real life case histories and anecdotes that will readily illustrate the effectiveness of various structures.

Wednesday, November 09, 2011

Complimentary E-Book: A Lawyer's Guide to Asset Protection in California

A Lawyer's Guide to Asset Protection Planning in California is the first and only treatise on asset protection planning specific to California. A desktop reference guide that every attorney in California should have. In-depth coverage of the underlying substantive law and legal doctrines, with a review of applicable statutes and cases. 

The book is being brought to you courtesy of Expert Presence. It retails on Amazon for $140. It is yours without strings, commitments or obligations. Hope you enjoy the book and let us know what you think!

This book is:

• The only legal treatise on asset protection planning specific to California clients
• The only legal treatise that goes well beyond the black-letter law and showcaes practical aspects of planning
• A no-nonsense approach to fraudulent transfer analysis and last minute planning
• An in-depth analysis of planning with community property, trusts, LLC's and various off-shore vehicles

Enjoy!

Anna Spektor - Founder of Expert Presence - a marketing company devoted to marketing law firms and attorneys.

To learn more about Expert Presence or to get a complimentary marketing consultation, feel free to visit us at www.expertpresence.com or contact us today!

Tuesday, October 04, 2011

Essential Estate Planning for Blended & Divorced Families

Free Webinar: October 27, 2011
Time: 2 p.m. - 3 p.m. Pacific Time
Click Here to Register
Register in Advance, Space is Limited!

• Become equipped with techniques to properly advise divorced clients and blended families with respect to estate needs
• Discover the crucial steps that must be taken as soon as a divorce commences and how to protect    the divorcing client and his or her heirs
• Learn what to do about life insurance, business assets, lack of liquidity, retirement accounts, and estate planning documents, including advanced directives
• Receive CE Credit (1hr CPE/CLE)

Description:
Are you well prepared to properly advise your divorced clients? Do you feel comfortable identifying and addressing the estate needs of a blended family? This seminar will prepare you to properly advise in both scenarios.

On the divorce side, learn the critical steps that must be taken as soon as a divorce commences; how to protect the divorcing client and his or her heirs, what to do about life insurance, business assets, lack of liquidity, retirement accounts, and estate planning documents, including advanced directives.

We will discuss:

• Prenuptials, Postnuptials and Estate Planning
• What can a divorcing spouse do about his/her estate plan prior to judgment
• Post divorce planning - how to protect your client's assets and children post divorce
• Planning for Children - What happens to custody if both parents are incapacitated or die
• Estate Planning for Blended Families - Strategies and Pitfalls

Speaker:

Jane has over thirty years experience as a litigator and mediator and she brings experience as a business and a "high asset" family law litigator to her estate planning practice where she handles a variety of complex estate planning issues.

Also, as a mediator, having handled hundreds of alternative conflict resolution sessions, her negotiation and mediation skills assist families to settle their estate and asset issues.

Jane has been a frequent speaker to attorneys at Continuing Legal Education seminars and to community and professional groups. In addition, she has authored monthly columns for the Los Angeles Business Journal and the Washington State Trial Lawyers Newsletter as well as serving as a web editor.

Wednesday, September 14, 2011

Free Event and Webinar: New Estate Tax Laws Provide Historic Opportunities for a Limited Time

Speaker: Attorney Michelle C. Lerman - Certified Specialist in Estate Planning, Trust & Probate Law by the California Board of Legal Specialization of the State Bar of California

Michelle has been in practice for more than 25 years. She has been selected for inclusion in 2009 and 2010 Super Lawyers. Only 5% of the lawyers in the state were so selected.

Michelle is a partner in Lerman Law Partners, LLP, which has received the highest peer-review rating possible from Martindale-Hubbell (AV® Preeminent).

Michelle is a highly sought after speaker in the community and lectures on the forefront of current developments in estate planning design strategies.

Tuesday, May 10, 2011

Join Us: Promoting Your Business in a 3.0 World!

Join our prestigious group of service professionals and business owners for networking, stimulating conversation and fun over some wine and cheese!

You will be one of the first groups to enjoy the newly renovated Braemar Country Club as you learn how to use public relations tools and social media platforms to promote your business and attract new clients.

LEARN MORE OR REGISTER HERE

Ever wonder why your competition gets mentioned in the media even though you know as much or more than they do? They know how to play the publicity game. Learn how to use public relations tools and social media platforms to promote your business and attract new clients.

We will focus on:

• Branding yourself through social media tools including Facebook, Twitter and LinkedIn
• Maximizing your presence through speaking engagements, e-newsletters and Digital Marketing
• Making service providers relevant to the press
• Why editorial features have more credibility and added value than paid advertising
• How service providers with regulatory restrictions can market creatively

Wednesday, April 06, 2011

Grow Your Practice with Education-Based Marketing

Colleagues and peers who can lead you to potential clients should be considered your most valuable referral relationships. Yet most professionals don’t have a turnkey process to ensure they stay in touch and deliver value to these important audiences - colleagues and peers that serve the same client market.

Believe it or not, even your best referral sources don’t go about their day thinking how they can send more clients to your office. It is up to you to stay on top of valuable relationships and keep generating new ones so that your practice flourishes on referred business. When was the last time you were in touch with your referral sources? Are you getting the kind of referrals you want as clients?

Education-based marketing is a definitive business development tool that can increase and strengthen your referral relationships because it delivers value and generates referrals in an authentic way, leading to a successful practice.

There are many variations of education-based marketing channels. Here are some of the most effective programs we put in motion every day:

Educational Events:

Most professionals have a minimum annual continuing education requirement. They pay for countless classes every year to hear someone else deliver a presentation on a subject of your expertise. Why not prepare an educational presentation and approve it for CPE, MCLE, CFP and other continuing education credit and offer it on a regular basis in the comforts of your office? We know, it is easier said than done and like anything valuable it, requires time and commitment. We can share the process with you or we can help make your educational events a success. All you have to do is present a topic you already are an expert on.
 

e-Newsletters, Blogs, Social Media:

When was the last time you sent out an educational newsletter or a blog post about current events? This would not only help your referral source serve their clients better, but it would remind them of you and your services, increasing referral opportunities. How about social media? Are you building and strengthening your network? We can help you activate a successful digital outreach program that will deliver value to your referral sources and generate referrals for you.

Contact us today and learn how we can help activate these programs for your practice and help you generate more referrals.