Herb Fineburg, shareholder and managing principal of Offit Kurman’s Philadelphia office, presented with Joe Romano, executive director of Morgan Stanley’s Wealth Planning Center, for the Philadelphia Exit Planning Exchange monthly meeting. Fineburg and Romano presented “The 11th-Hour Estate Plan,” discussing the common questions, concerns and mistakes made when planning at the last minute before the sale of a client’s business. The two also explained the importance and necessity in planning ahead for the good of the business and most importantly the client and his or her family. Fineburg provides clients with strategic and cost-saving benefits in connection with commercial transactions, taxation and wills, trusts and estates matters.
ABOUT HERB FINEBURG
Mr. Fineburg concentrates his practice in the areas of Business Law and Transactions, Mergers and Acquisitions, Estate planning, Estates and Trusts, and Tax Consulting. He is recognized as one of Philadelphia’s most respected business lawyers whose substantial knowledge of tax law provides clients with strategic and cost-saving benefits in connection with commercial transactions, taxation and wills, trusts and estates matters. Known for his ability to resolve complicated matters effectively, Mr. Fineburg has assisted businesses and individuals with the organization of their finances, business and real estate affairs, and the structure of their assets (i.e., in LLCs, partnerships, corporations, trusts or joint ownership). He has substantial expertise in the preparation of buy-sell agreements for co-owners who are family members or are unrelated business partners. In addition, to working on bank financings, business contracts and employment matters for his business clients, Mr. Fineburg also provides advice on business acquisitions and sales, and the resolution of shareholder and partner disputes and buy-outs.