XPX Philadelphia Bucks & Montgomery County: Estate Planning Before the Exit: Why Waiting Until the LOI Is Too Late

Estate planning that begins at the LOI stage is already too late. This session shows why planning must occur well before a transaction is contemplated, and how waiting permanently limits tax efficiency, control and family outcomes.

Our Speakers:

Brian J. Sharkey, CPA, CVA, CEPA
Director-in-Charge, Transaction Advisory & Business Valuation
Kreischer Miller

Brian leads Kreischer Miller’s Transaction Advisory & Business Valuation group, providing M&A advisory, business valuations, transition and exit planning, and ESOP consulting. He has extensive experience in valuations, due diligence, and transaction support for privately held and family owned companies across manufacturing, distribution, professional services, and SaaS.

Brian also has a strong background in audit, review, and tax strategies for closely held corporations. In addition to his advisory leadership, he contributes to the firm’s Manufacturing Industry group and its ESOP specialty practice.

Jocelin A. Price, Esquire
Partner
Antheil Maslow & MacMinn, LLP

Jocelin is a partner in the firm’s Estates & Trusts practice, advising families, business owners, and high net worth individuals on estate planning, wealth transfer, asset protection, and trust and estate administration. She has deep experience with advanced planning techniques, special needs trusts, guardianships, and prenuptial agreements. Jocelin is active in the Pennsylvania and Bucks County Bar Associations and the Bucks County Estate Planning Council, past president of the La Salle College High School Mothers’ Club board and she volunteers with Wills for Heroes. She is a Lafayette College graduate and earned her J.D. from Widener University School of Law.

Registration Fees:

XPX Philadelphia Members in good standing – FREE, there is no charge for this event but registration is required for building security access and headcount purposes. Join our membership today and enjoy the benefits!

XPX Chapter Network Members: $55.00
XPX Chapter Network Members Walk-In/Same Day Fee: $65.00

Non-members: $75.00
Same Day/Walk-In: $85.00

MEMBER BENEFIT - BRING A FIRST-TIME GUEST TO XPX!

XPX Philadelphia members are encouraged to bring a first-time guest (FREE) for this event. Members (NOT GUEST), can contact angie@exitplanningexchange.com to register your guest.

Event Registration Cancellation Policy: You may request a full refund for your event registration up to 72 hours before the scheduled date and time. After that deadline, the sale is final and no refunds or credits will be issued. The registration fee is non-transferable, non-substitutable and no replacements are offered.

Thank you to our Venue Host: 

========================================