Legal Visionaries Archives - Page 4 of 4

Mastering the Art of Philanthropy: Trends and Strategies

Post author:Cheri Duryea
Post published:October 24, 2023
Post category:Philanthropy

Guest: Kim Cappellano Private Wealth Asset Management October 24, 2023

Automation and AI Opportunities for Estate Planners

Post author:Cheri Duryea
Post published:October 17, 2023
Post category:Foundational Estate Planning

Guest: Deirdre Wheatley-Liss Porzio, Bomberg & Newman October 17, 2023

A nationally recognized attorney with expertise in asset protection, estate planning and numerous business services.

Exploring the Evolution of Buy/Sell Agreements

Post author:Cheri Duryea
Post published:October 10, 2023
Post category:General Business

Guest: Mary Vandenack Evolution of Buy/Sell Agreements October 10, 2023

Key Financial Metrics for Law Firms

Post author:Cheri Duryea
Post published:October 3, 2023
Post category:Law Practice Management

Guests: Brit Lorish, Affinity Consulting Group October 3, 2023

Client Focused Estate Planning

Post author:Cheri Duryea
Post published:September 26, 2023
Post category:Foundational Estate Planning

Guest: Anne Burnett Burnett Willson Law September 26, 2023

Abbie is a Senior Manager for the firm’s Private Client Services practice. She specializes in multi-generational wealth planning and business transition planning. In addition, Abbie supports reviewing the impact of legislative policy and judicial development on clients, tax controversy, private letter rulings, and litigation support.