Erik Reynolds - Long-Term Care and Legislative Updates
34m
·
Newton Knowledge
·
Join Newton One (Steve Target and Mark Singer) and Erik Reynolds, M Financials’ National Sales Practice Leader for Long Term Care (LTC), as they discuss the development of LTC solutions over the years and the history of the LTC Premium Tax being proposed in states across the nation.
The episode Erik Reynolds - Long-Term Care and Legislative Updates from the podcast Newton Knowledge has a duration of
34:50. It was first published
More episodes from Newton Knowledge
Colleen Boyle and Samantha Anderson - Estate Planning for Fine Art and Collectibles
Join Newton One Advisors (Mark Singer) at the Delaware Art Museum for an insightful discussion on proactive estate planning for fine art and collectibles. This episode features industry experts Colleen Boyle, Managing Director, Head of Business Development and Philanthropic Strategy with The Fine Art Group and Samantha Anderson, Art Law Practice Attorney with Patterson Belknap Webb & Tyler LLP.
Todd Flubacher - Letting Go of the Dead Hand
Join Newton One Advisors (Mark Singer and Stephen Target) as they delve into the fascinating topic of Trusts and their impact on beneficiaries for generations to come. They’ll be discussing an article co-written by Todd Flubacher, Partner at Morris, Nichols, Arsht & Tunnell.
Steve Raymond - M&A Transaction Considerations
Join Newton One (Steve Target and Mark Singer) and Steve Raymond, Managing Director at DAK, as they discuss the M&A marketplace and planning considerations for business owners interested in selling.
Bob Finnegan - The GRAT Enhancement Strategy
Join Newton One (Steve Target and Mark Singer) and Bob Finnegan, M Financials’ VP of Advanced Planning as they explore a unique planning opportunity to enhance the tax efficiencies of estate planning for ultra-high net worth families known as “The GRAT Enhancement Strategy”.
Colin Devlin – Why Business Owners and their Advisors Should Review Their Buy-Sell Agreements
Join Newton One (Steve Target and Mark Singer) and Colin Devlin, Partner at Lex Nova Law, as they discuss buy-sell structures, funding mechanisms and the importance of annual reviews. They review the Thomas Connelly v. United States case and pinpoint some of the pitfalls that may have been avoided through proper planning.