Business Succession & Estate Planning for the Business Owner

2 CPE Credits

February 21, 2023 11am-2pm

RCMD 6th floor, 555 Fairmount Ave, Towson, MD 21286

Hosted by CFMA of Maryland, Baltimore

From complex trust, estate and tax issues to a simple will, our lawyers are experienced and knowledgeable in all areas of estate law and administration:

• Business Succession
• Estate Planning
• Trusts and Wills
• Estate Taxes

Because the appropriate estate plan will vary widely depending on the identity and relationship of the intended beneficiaries, current and potential income levels and current and future financial assets, we carefully assess each client’s personal and financial situation and develop a plan to meet individual estate planning goals, while at the same time attempting to eliminate or reduce the tax consequences. As an integral part of the estate planning process, we prepare Advance Medical Directives and Financial Power of Attorney contemporaneous with any Will that we prepare.

Bruce E. Kauffman, Esquire founded the Firm in 1978, and since that time has represented countless businesses and individuals on a wide range of legal issues.  Although primarily focusing on construction, business and corporate law, Bruce also maintains an active Estates and Trust practice.  Bruce counsels businesses on day-to-day matters such as employment issues,  contracts, as well as the structuring of complex corporate transactions, mergers and buy-outs.  Mr. Kauffman also specializes in the representation of medical and dental professionals, having represented both buyers and sellers of medical practices, individuals and practice groups negotiation employment contracts, and is especially aware of the estate and trust issues most affecting physicians and dentists.

Mr. Kauffman speaks regularly on behalf of the American Subcontractors Association and is a passionate advocate for the industry.  Mr. Kauffman has successfully prosecuted numerous mechanic’s liens, payment bond claims, Trust Fund actions and related construction litigation.  Notwithstanding, Bruce largely practices preventative law, ensuring that his client’s contracts do not unfairly shift risk and unfavorable terms to the subcontractor.

Mr. Kauffman was recognized as a Maryland Super Lawyer in 2010, 2011, 2012, 2013, 2014, 2015, 2016 and 2017 where only 5% of Maryland attorneys are chosen annually. He was also featured in Baltimore Magazine for his expertise in the areas of Construction/Surety, Business/Corporate, and Estate Planning and Probate.

Affiliations:

• Board Member of the Baltimore Chapter of the American Subcontractors Association
• American Bar Association: Construction Forum, Business Law Section
• Maryland Bar Association
• Baltimore County Bar Association
• Baltimore Estate Counsel
• Association of Trial Lawyers of America