Financial Poise Webinars
Practical and entertaining education for business owners and executives, Accredited Investors, and their legal and financial advisors.

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

Series: INVESTING BASICS 2016

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The accompanying slides are available to view for free by clicking the “On Demand” button below.

Are your assets titled in a way that makes them “tax efficient?”  Do you have an estate plan, and if so is it the right one for you?  Are your assets protected from the reach of creditors as well as they can be and is that something you should be concerned about in the first place?  This webinar discusses these issues in the context of your broader financial planning.

Principal Audience: Investors

Partner: Financial Poise, ChamberWise, West LegalEdcenter


Meet the Panel:


Charles Sikorovsky

Charles Sikorovsky is Chair of the North Shore Council of ...

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Jonathan Friedland

Jonathan Friedland is a partner with Sugar Felsenthal Grais & ...

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Michael Terrien

Michael S. Terrien is the founder and Managing Member of ...

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Michelle Huhnke

Michelle M. Huhnke  is a partner at Sugar Felsenthal Grais ...

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