Purposeful Planning with Family Banks – Preserving and Growing Generational Wealth
February 25 @ 12:00 pm - 1:00 pm EST
Guest Speaker: Howard Neiswender, Attorney at Law, Sirote & Permutt, PC
Host: John A. Warnick, Esq., Founder, Purposeful Planning Institute
Introduction to Our Guest Speaker
Howard W. Neiswender, J.D., LL.M., CFP, TEP, CEPA
Howard provides comprehensive legal services for individuals and businesses throughout the United States and internationally, using creative and innovative tax strategies and a multi-faceted coordination process between business and personal planning. Howard combines the areas of income tax planning, estate planning, charitable planning, business planning, asset protection planning, insurance planning, legacy planning and retirement planning to achieve the goals of his clients and to provide them with exceptional value. Howard is a thought leader in these areas of planning, sought out by both American and foreign individuals and businesses. He has been recognized as one of the Best Lawyers in America in the areas of Trusts and Estates and Tax Law. Howard is also a Certified Financial Planner and Certified Exit Planning Advisor. Howard has served as both an Adjunct Professor at the University of Alabama School of Law in its LL.M. in Taxation Program and as an Instructor with the American Institute of Certified Public Accountants. He has a Master of Laws (LL.M.) degree in Taxation from New York University School of Law.