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Ten Minute Interview: Income and Estate Tax Planning

September 19, 2024

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Brian Lucareli, director of �鶹��ý Private Client Services (PCS) and co-chair of the Family Offices group, sits down with Jason Kohout, partner and fellow co-chair, and Stephanie Derks, associate and member of our Estate Planning group, for a 10-minute interview to discuss income and estate tax planning opportunities for the sale of a business. These include some very valuable potential tax-savings planning, but only if the seller is proactive.

Authors

Brian L. Lucareli
Jason J. Kohout
Stephanie J Derks

Sectors

Family Offices

Practice Areas

Estate Planning

Topics

Family Office’s Ten Minute Interviews

Author(s)

A man in a dark pinstripe suit and light blue tie stands smiling in a blurred law offices hallway background.

Brian L. Lucareli

[email protected]

Milwaukee 414.297.4950

Smiling man wearing a dark pinstripe suit, white shirt, and patterned tie stands in a brightly lit hallway with neutral colors, reflecting the professional atmosphere of a corporate law office.

Jason J. Kohout

[email protected]

Milwaukee 414.319.7053

Stephanie J Derks

[email protected]

Milwaukee 414.297.5261

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