))
Speaker Showcase: Navigating the Business Life Cycle with Vanessa Maczko and Jack Sousa
Manage episode 485230110 series 3434332
Content provided by Wiggin and Dana LLP's Erin Nicholls and Michael Clear, Dana LLP's Erin Nicholls, and Michael Clear. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Wiggin and Dana LLP's Erin Nicholls and Michael Clear, Dana LLP's Erin Nicholls, and Michael Clear or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
In the second episode of Future Focused: Sophisticated Estate Planning Speaker Showcase, Private Client Services Partner Vanessa Maczko and Corporate Partner Jack Sousa discuss estate planning strategies, with a focus on business owners and succession planning for both family and non-family enterprises. The discussion highlights the importance of structuring ownership using voting and non-voting shares to balance control with marketability. It also explores how liquidity solutions, such as life insurance, can support seamless ownership transitions in the event of a member’s passing.
By bridging corporate and estate planning, the conversation emphasizes the need for thoughtful equity transfer strategies and well-timed decisions that can significantly improve business valuation and long-term success.
48 episodes
Share
