Publication

Offit Kurman Attorneys Herb Fineburg and Joe Hayes Present at The Bryn Mawr Trust Company CLE Seminar

For Immediate Release Haverford, PA |  May 13, 2015 Offit Kurman attorneys Herb Fineburg, shareholder and managing principal of the Philadelphia office, and Joe Hayes, principal, presented together at the CLE seminar hosted by The Bryn Mawr Trust Company at the Merion Cricket Club in Haverford, PA. The presentation, “Innovative Use of Trusts for State Income Tax, Estate and Asset Protection Planning”, covered how utilization of trusts can be instrumental in reducing state income tax, protecting assets and preserving wealth. Mr. Fineburg and Mr. Hayes covered both the technical details as well as anecdotal examples to portray the possibilities when using trusts as a vehicle to save money on taxes and protect assets. Both Mr. Fineburg and Mr. Hayes have significant experience and knowledge on the topic and often lecture to attorneys, accountants, and wealth advisors on this topic and other estate and business planning topics.

About Herb Fineburg

HerbFineburg_LoresMr. Fineburg concentrates his practice in the areas of Business Law and Transactions, Mergers and AcquisitionsEstate planningEstates 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.

About Joseph Hayes

Joe-HayesMr. Hayes is a tax attorney representing businesses, business owners, and individuals, both US and foreign, in connection with business and commercial transactions, business formation and planning, compensation planning, asset protection and estate planning. His service include sophisticated estate and tax planning strategies for US and foreign individuals, advising US and foreign entities on business planning and structures to mitigate tax exposure, advising entrepreneurs on new business ventures, business succession, and the formation and counseling of non-profit entities. Mr. Hayes also has extensive experience in assisting clients with federal, state, and local tax controversies and litigation and with offshore voluntary disclosures.  

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