PLDO Estate & Trust Attorneys will Feature 5-Key Steps to Successful Business Succession Planning at Greater Delray Beach Chamber of Commerce Virtual Event, Oct. 20

Boca Raton, Florida – October 13, 2020 – Pannone Lopes Devereaux & O’Gara LLC (PLDO) Estate & Trust Senior Counselors Leah A. Foertsch and Jason S. Palmisano will present a webinar, entitled “Planning for the Future Starts Now!” as part of the Greater Delray Beach Chamber of Commerce webinar series on Tuesday, October 20, 2020 from 12:30 p.m. to 1:30 p.m. The attorneys will address the importance of business succession planning and offer five steps every business owner should consider to ensure their business’ success continues following a transfer of ownership. For more information and to register for the webinar, visit https://delraybeach.com/event/webinar-planning-for-the-future-starts-now/

Attorney Foertsch is a skilled estate and trust attorney with extensive experience representing Florida clients in all areas of trust and estate administration and planning, asset protection and wealth management, business succession planning and tax strategies. She has managed multimillion-dollar real estate transactions, including structuring deals and providing title insurance for both commercial and residential properties, and has worked with individuals to develop successful succession planning strategies to meet their goals and objectives.  In addition to her law degree from St. Thomas University School of Law in Florida, she earned a Master of Laws in Taxation from the University of Miami School of Law. She is a member of the Florida Bar, Tax and Real Property, Probate and Trust sections. To contact Attorney Foertsch, please call 561-362-2011 or email lfoertsch@pldolaw.com.

Attorney Palmisano is a distinguished Florida Bar Board-Certified lawyer in wills, trusts and estates law with over 10 years of extensive experience advising clients in a wide range of areas including trust and estate planning and administration, wealth management, asset protection, charitable giving strategies and in all matters of tax planning, including multinational tax, and advising clients on business and succession planning. In addition, his practice includes preparing a wide variety of trusts, including grantor, irrevocable life insurance, special needs and qualified personal residence trusts, among others. In addition to his law degree from Samford University, Cumberland School of Law, he earned a Master of Law in Taxation from the University of Florida Levin College of Law. He is a 2018 graduate from the Boca Chamber’s Leadership Boca program. To contact Attorney Palmisano, please call 561-362-2034 or email jpalmisano@pldolaw.com.

PLDO’s Boca Raton office is located in the Peninsula Plaza, 2424 North Federal Highway, Suite 260. For information about PLDO, visit www.pldolaw.com and follow us on LinkedIn, Twitter and Facebook.