Business Exit Strategies Series

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Charitable Strategies for Business Exits

AV Rated Attorney in securities and real estate

Guest: Michael Weaver
Mike’s practice focuses on providing experienced counsel to businesses and individuals. His areas of expertise include corporate and business law, real estate transactions, federal and state taxation and tax planning, estate, retirement and financial planning, and trust administration and probate.

January 11, 2022
In this week’s episode our host Mary Vandenack, Founder and Managing Partner at Vandenack Weaver and her guest, Mike Weaver, a partner at Vandenack Weaver, discuss charitable techniques that business owners should be considering when contemplating the sale of their business. Tune in to learn about basic techniques like making a gift of appreciated stock and more complex techniques such as charitable remainder trusts including CRAT’s and CRUT’s and charitable lead trusts. Do you know which would be best for your situation? Listen in to learn some tax saving strategies.