First American

Estate Planning for Business Owners & High-Net-Worth Individuals: Strategies and a Review of New Laws (recorded)

Jerry Braakman and our executive guest speaker, Mark Doyle, discuss the importance of estate planning for business owners and high-net-worth individuals and provide additional insight on the following topics:

  • Gifting Strategies
  • Business Succession Planning


View our recorded Executive Webinar featuring Mark Doyle, a Partner at TLD Law, LLP.
(Recorded June 20, 2022)

 

 
Presenters:

Jerry B color headshot WEB

 

Jerry Braakman
President,
Chief Investment Officer

First American Trust 
Read full bio.
Headshots_Mark Doyle--FINAL

 

Mark C. Doyle
Partner,
TLD Law, LLP
 
Read full bio.