Speaking Engagements

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

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.

Tuesday, March 01, 2011

How To Build & Strengthen Referral Relationships

Education-Based Marketing is a powerful marketing approach that delivers value while establishing credibility and thought leadership among key audiences, such as referral sources and prospecting clients.

There are a number of ways to deliver your educational message and start building relationships with your key audiences. Today, we will discuss how education-based marketing establishes and strengthens relationships with referral sources.

Say you are a Trusts and Estates professionals whose referral sources are CPAs, Financial Advisors, Bankers, Insurance and Real Estate professionals. What can you do to establish new and strengthen existing referral relationships with these professionals?

Our favorite approach is delivering an educational presentation, addressing a topic of interest to your referral sources. This presentation can cover a number of issues, such as addressing recent changes in the tax law and their impact on consumers; discussing the importance of updating your estate plan and other relevant topics and issues.

Organizing educational events and inviting existing and potential referral sources to learn from you is invaluable in establishing relationships, becoming a thought leader and winning the trust of key advisors that serve the same client market.

After attending your educational event, not only will attendees be thinking of you when their client needs to plan their estate, but they will be more likely to discuss estate planning and issues you educated them on with clients because you empowered them with knowledge to better serve their clients.

What about the details of event planning, such as topic selection, invitation, RSVP process, confirmation, follow up and all the good stuff that goes along with planning a successful event and getting the most out of your marketing efforts? The truth is, it takes thoughtful preparation and event planning “know how."

We will be happy to share best event marketing practices, in a way that is relevant to your practice, in a complimentary consultation. Schedule yours today!