For Immediate Release
April 15, 2019 | Tysons Corner, VA
The current mergers and acquisitions (M&A) market may present once-in-a-lifetime exit opportunities, but not every business owner is prepared for what lies ahead. Countless owners and founders find themselves “business rich” but “cash poor” by the time they go to market. To help these individuals plan ahead for success, Offit Kurman attorney Lauren A. Jenkins will be offering insights and advice at an upcoming Quantive Business Valuations event.
The event, titled “Pre-sale Liquidity Planning,” will take place on Thursday, April 18th from 7:30 to 9:00 am. Following a 30-minute open networking session, Ms. Jenkins will be presenting as part of a panel of financial managers, accountants, and planners, including CPA Douglas Trueheart as well as Uday J. Shah and Zachary A. Cohen of U.S. Trust, Bank of America Private Wealth.
The panel will discuss the challenges of balancing an owner’s goals with goals for the business, the benefits and drawbacks of different exit options, and how to develop a plan that encompasses estate planning, tax planning, philanthropy, and post-sale wealth planning. Attendees will also learn how to get “unstuck” and take substantive action during the pre-sale process.
At Offit Kurman, Ms. Jenkins focuses her practice on tax and estate planning, prenuptial and postnuptial agreements, trust and estate administration, and tax compliance in Virginia, Maryland, and the District of Columbia.
Ms. Jenkins is a sought-after lecturer and writer on estate planning, estate administration, and trust topics. She has been a featured speaker at numerous seminars, symposia, and programs hosted by industry groups, bar associations, and government agencies. Her writing has appeared in publications such as Thomson Reuters, Virginia Lawyer, and Probate & Property. In recognition of her work, Ms. Jenkins has received a number of awards and honors, including distinction as a Top Lawyer, Top Wealth Advisor, and Top Financial Professional in lists published by Washingtonian Magazine and Northern Virginia Magazine.
ABOUT LAUREN A. JENKINS
Lauren A. Jenkins focuses her practice on tax and estate planning, prenuptial and postnuptial agreements, trust and estate administration, and tax compliance in Virginia, Maryland, and the District of Columbia.
Ms. Jenkins represents individuals and families with creating and implementing estate plans to achieve their personal and financial objectives. Such planning often includes drafting wills, revocable trusts, and powers of attorney, as well as more advanced estate planning to preserve wealth for future generations. Ms. Jenkins also has experience advising clients who require both domestic and international components to their estate plans, as well as drafting and negotiating prenuptial and postnuptial agreements.
Ms. Jenkins guides clients through the complexities and nuances of trust and estate administration. She advises fiduciaries with respect to their powers and responsibilities, including filing obligations under state and federal law. Additionally, Ms. Jenkins represents beneficiaries who desire separate counsel to ensure their interests are protected and they receive their full entitlement.
Ms. Jenkins also represents clients before the IRS, including offers in compromise and voluntary disclosures to resolve noncompliance with respect to U.S. reporting obligations.
ABOUT OFFIT KURMAN
Offit Kurman is one of the fastest-growing, full-service law firms in the mid-Atlantic region. With over 185 attorneys offering a comprehensive range of services in virtually every legal category, the firm is well positioned to meet the needs of dynamic businesses and the people who own and operate them. Our twelve offices serve individual and corporate clients along the I95 corridor in the Virginia, Washington, DC, Maryland, Delaware, Pennsylvania, New Jersey, and New York City regions. At Offit Kurman, we are our clients’ most trusted legal advisors, professionals who help maximize and protect business value and personal wealth. In every interaction, we consistently maintain our clients’ confidence by remaining focused on furthering their objectives and achieving their goals in an efficient manner. Trust, knowledge, confidence—in a partner, that’s perfect.
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