Financial Poise
Investing Basics - Legal and Tax Aspect of Investing

The Legal & Tax Aspect of Investing: Asset Protection; Estate Planning, and Tax Efficiency

We always hear that estate taxes are avoided by wealthy people with savvy advisors, and we sometimes are told that such taxes fall hardest on less savvy owners of family businesses. Well, legal and tax savvy pays off for anyone gathering assets for any purpose, including long-term goals like estate planning and asset protection.

How not to be penny-wise and pound foolish – this webinar discusses this, and much more.


Webinar Faculty

Moderator:

Christopher Cahill
Christopher Cahill

Mr. Cahill is Head of the Bankruptcy and Restructuring Practice Group at Lowis & Gellen LLP, in Chicago, Illinois.  He guides secured lenders, creditors, debtors, creditors’ committees, potential purchasers and others… Read More

Panelists:

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Allan S. Epstein

Allan S. Epstein is the Managing Partner of the accounting firm Lopata, Flegel & Company LLP located in St. Louis.  Lopata, Flegel is a middle market accounting firm serving primarily… Read More

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Jay M. Pollack

Jay is a managing principal at Laurus Strategies for Wealth.  With more than 35 years of industry experience, he is a Chartered Life Underwriter (CLU) and a Chartered Financial Consultant… Read More

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Jeffrey D. Shelley

Jeffrey D. Shelley focuses his practice on estate planning, estate and trust administration, charitable planning, tax matters, business transactions, and intellectual property.  Jeff’s prior scientific, tax, and business background gives him… Read More

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