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DTSTART:20241022T223000Z
DTEND:20241023T003000Z
LOCATION:Madison Club
UID:2679920241022T223000ZMEC October Meeting - How to Not Ruin Your Kids with Money
DTSTAMP:20260630T051223Z
DESCRIPTION:\nPlease join us as Certus Legal Group's Mark Shiller shares his new book - How to Not Ruin Your Kids with Money: Navigating the Challenges of Transitioning Wealth in Families\n \nEven those with a modest amount of wealth can find themselves lying awake at night worrying that the wealth they have might actually jeopardize the well-being of their children and grandchildren. There must be a way to address those fears and set things up for a positive transfer of wealth, right?\n\n For over 30 years, Mark Shiller has walked alongside many families as an estate planning attorney and advisor to help them parent/grandparent well with wealth. In this audiobook, he shares with you what he's learned over the course of his career that works well and what doesn't.\n \nHow to Not Ruin Your Kids with Money is an honest, compassionate, insightful conversation to enable you and your family to:\n Understand the challenges you're facing Properly and realistically define what success looks like Know what you should and should not do regarding wealth Empower the next generations of your wealth as to wealth Safely walk through your heirs' most challenging stages of life Get the most out of your advisors Achieve meaningful, multi-generational goals \n \n \nWhether you are uncertain or even downright scared of what impact an inheritance might have on those you leave behind, deep down you know that just hoping it all works out is not a winning plan.\n \nSo find a quiet spot to listen and take in a new mindset with better tools, strategies, and insight to turn fear into hope and hope into greater confidence regarding wealth within your family than you probably thought possible.\n \n \n \nMark concentrates his practice in the areas of estate planning, tax planning and business law and typically assists business owners, professionals, senior executives and other individuals, couples and families who appreciate his thoughtful and creative approaches to their often complicated personal, tax and financial planning challenges.\n \nMark has experience in the preparation and implementation of wills, revocable trusts, irrevocable life insurance and gift trusts, charitable trusts, family limited partnerships, marital property agreements, powers of attorney and other estate planning techniques. These techniques are often used in combination to help clients achieve their goals of reducing administrative hassles, avoiding taxes, structuring a positive inheritance, incapacity planning, creditor protection and other benefits. When applied to the context of planning involving closely held businesses, Mark assists clients in income tax planning, liability protection, ownership and management succession, and other matters. In addition, Mark often assists his business-owning clients with the incorporation of businesses, the preparation of organizational documents, buy-sell and transfer restriction agreements, and the negotiation and preparation of partnership and employment agreements.\n \n \n \n \n \n\n\n\n
SUMMARY:MEC October Meeting - How to Not Ruin Your Kids with Money - Madison Estate Council 
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DESCRIPTION:Reminder
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