Business Owners and Divorce

GREATER LOS ANGELES CHAPTER EVENT

Business Owners and Divorce


Divorce can be very disruptive to privately owned businesses. Should spouses stay in business together? Buy one of the spouses out? Sell to a third party? Is the business all community property or partially the separate property of one spouse? This presentation will provide considerations to business owners and their advisors on how to navigate a private business interest in a divorce and the pros and cons of each strategy.

 

Learning Objectives

• To understand how a business owner could be affected by a divorce
• To understand how to protect assets in the event of a divorce
• To understand the pros and cons associated with specific asset protection strategies

 

About the Presenters:

Learn from industry experts Boryana Zamanoff, Senior Director, Family Wealth Strategist at BNY Mellon and Marc Andre Bertet, Attorney, Hersh Mannis about strategies to navigate a private business interest.

 

Meet the Presenters

 

Thank you to our Sponsors:

JCF Logo Colo

This meeting will be held at The Jewish Community Foundation.

Address:  6505 Wilshire Blvd., Los Angeles, CA 90048

EXIT PLANNING IS GOOD BUSINESS STRATEGY

The EPI Local Chapter is different than other groups because it brings together a diverse group of professionals from a wide range of specialties that can naturally work collaboratively on exit planning, succession planning, value growth, transaction or any engagement from both sides of the equation. The chapter meets regularly to network, reconnect, grow knowledge, and sharpen their skills with a common goal: Change the outcome for transitioning business owners. Make plans to join us for future events and connect with the local leadership by visiting www.EPILosAngeles.org.

About the Presenters


Boryana Zamanoff

Boryana Zamanoff

Senior Director, Family Wealth Strategist at BNY Mellon

VIEW BIO

Marc Andre Bertet

Marc Andre Bertet

Attorney, Hersh Mannis

VIEW BIO

 


Continuing Education


This meeting qualifies for the following continuing education credits:

One (1) MCLE credit

One (1) CPE hour

One (1) CFP® credit

 

NOTE: Proper documentation must be collected and submitted to qualify for continuing education. For questions regarding awarded continuing education credits, please contact Josh Koza at JKoza@Exit-Planning-Institute.org.