The What, Who and Why of Section 1202 Strategies
The What, Who and Why of Section 1202 Strategies

The What, Who and Why of Section 1202 Strategies

Bansri Savjani

15 min
Kids
Lire

Description

<p>Today’s&nbsp;episode&nbsp;of Legal Visionaries covers the topic of Section 1202 Strategies in estate planning.&nbsp;Our host Mary Vandenack, CEO, Founder and Managing Partner at Vandenack Weaver&nbsp;Truhlsen&nbsp;talks to&nbsp;Lara Sass, an estate planning attorney in New York City serving a&nbsp;high-net-worth&nbsp;clientele,&nbsp;about the&nbsp;IRS code itself, the benefits for founders and investors of small businesses, requirements for exclusions, 1202 “Stacking” and&nbsp;when to start the planning process.&nbsp;Listen to today’s episode to learn ways you can take advantage of these strategies for yourself or your clients.</p><p>A&nbsp;<a href="http://hurrdatmedia.com/" rel="noopener noreferrer" target="_blank">Hurrdat Media Production</a>. Hurrdat Media is a digital media and commercial video production company based in Omaha, NE. Find more podcasts on the Hurrdat Media Network and learn more about our other services today on HurrdatMedia.com.</p><p>See Privacy Policy at <a href="https://art19.com/privacy" rel="noopener noreferrer" target="_blank">https://art19.com/privacy</a> and California Privacy Notice at <a href="https://art19.com/privacy#do-not-sell-my-info" rel="noopener noreferrer" target="_blank">https://art19.com/privacy#do-not-sell-my-info</a>.</p>

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marshallHill

marshallHill

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