This is a LIVE program and any post-event recordings will be subject to the On-Demand fee(s). A reservation is required in advance of the program. Registrants will receive a confirmation e-mail the day before the event which will contain a link to join the meeting via Zoom and attachments of the handout material and CLE activity code and instruction on how to file with the Ky Bar Association (PDF files).
The purpose of this one hour seminar is to educate on several ways closely held business owners can either sell their interest to a co-owner, or transfer the business to a family member during life or at death. It is important for attorneys to understand various planning techniques, tax and funding implications as the business may be the most valuable asset for themselves or for their clients. Case studies will be used to illustrate concepts.
Speaker: Mark Brumbaugh, JD, Guardian
About our speaker:
Expertise: Business, Estate & Charitable Planning and Executive Benefits
Contact: 212-919-3872 | mark_brumbaugh@glic.com
Mark joined the Guardian in January of 2008. In his capacity as Business Center Consultant he works closely with Guardian agents in their efforts to assist closely-held business owners and wealthy clients plan for their future.
He has over twenty years experience helping insurance professionals and other advisors to implement and understand the tax consequences associated with all manner of advanced planning techniques such as business continuation plans, executive benefits programs, charitable giving and life insurance trusts.
Prior to joining Guardian Mark held comparable positions at Nationwide, Provident Mutual and Manulife Financial. He obtained his law degree from Temple University and a B.S. in economics from Penn State University.
Certifications and Licenses
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New Jersey Bar
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Pennsylvania Bar
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Series 6
Thank you to 
for hosting this series of programs in May!
For more information visit their website: https://www.financialadviceforattorneys.com/
Cancellation Policy: All cancellations must be received by the LBA 24 hours in advance to receive a credit or refund. Substitutes will be allowed. This is a LIVE program and any post-event recordings will be subject to the On-Demand fee(s).
