Making Legal Mountains out of Legal Molehills – when to and when not to

September 15, 2016 | posted in: Events, Publications and Presentations | by

E. David Smith will be moderating a panel about “Making Legal Mountains out of Legal Molehills – when to and when not to” at the New York State Society of CPAs (NYSSCPA) Family Office Committee September Breakfast.

The panel will explore the role and art of the lawyer in advising family office clients, determining when to make term a deal breaker (and when not to).

Hosted by Carolyn Mazzenga, Partner at Marcum the panel includes some of the leading family office and family enterprise attorneys in the United States :

Tom Handler – Managing Partner, Handler Thayer, LLP

Len Kanarek – CEO and General Counsel, MPC Real Estate & Investment Management LLC

Roy Kozupsky – Partner, Moses & Singer, LLP

David A. Stein – Partner and US Wealth Planning Practice Group Leader, Withers Worldwide

The panel will be held on Thursday, September 22nd at 8:30 a.m.

The NYSSCPA Family Office Committee is comprised of CPAs who work in or lead a family office, manage the financial function of a family-owned business, serve as an advisor to a family controlled entity, or who represent, advise, or work closely with family businesses.  Other professional service providers to family offices have also been invited to join the committee.

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