Creating a Smooth Transition of Wealth Across Generations

Mr. Gordon's practice includes representing publicly traded companies and closely-held businesses in connection with a wide variety of corporate and real estate matters.

He frequently represents REITs with sale-leaseback transactions, joint ventures, real estate developments and other complex transactions that regularly range from $10 million to in excess of $1 billion.

He also advises clients in the multifamily housing industry in connection with capital raises, joint ventures, acquisitions, and similar transactions.

Mr. Gordon's practice also includes representing clients in numerous industries as outside general counsel in connection with general corporate matters, commercial agreements, mergers and acquisitions, tax issues, and securities laws. Mr. Gordon also works with individuals and family businesses on a regular basis in connection with estate planning and estate administration.

Listen to this informative Legacy Leaders episode with Nathan Gordon

about wealth transition.

Here is what to expect on this week’s show:

● Nathan explains engaging with clients to understand their needs, educating them on options, and arriving at tailored solutions for their estate planning needs is crucial. By working closely with small to mid-sized business owners, discussing succession plans, wills, trusts, and potential tax implications, legal professionals can help clients navigate complex decisions and create personalized estate plans that address their unique circumstances.

● Nathan emphasizes the importance of addressing wills, estate tax issues, special needs trusts, and family dynamics in business succession in estate planning to avoid costly and complex situations that can arise from lack of planning.

● Nathan discusses the importance of planning ahead to avoid unnecessary financial burden and complications for family members in the event of unexpected circumstances like sudden death or complex estate tax issues.

● Nathan explains that he encourages early planning to avoid costly issues like setting up trusts posthumously or missing out on tax-saving opportunities. Procrastination in estate planning can have a significant impact.

Connect with Nathan:

https://www.bakerdonelson.com

With Your Guest Host Chuck Gore:

Chuck’s passion is to help you with all the pieces of your retirement and legacy planning. Chuck is an independent financial advisor and speaker who helps individuals and families work toward their financial, retirement and legacy goals. With years of experience and hundreds of clients, he places your interests first to develop and implement your strategy.

https://laborretirementservices.com

Learn more about your ad choices. Visit megaphone.fm/adchoices