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Frank Baldino Speaks on Exit Strategies for Affluent Small Business Owners

Estate planning attorney Frank Baldino recently spoke on planning exit strategies for affluent small business owners and executives in coordination with estate needs. The seminar, held at Congressional Country Club and  sponsored by RT Wealth Management Group, brought together professionals experienced in valuation, mergers and acquisitions and employee stock option plans (ESOPs). Frank discussed the tax and estate implications of transferring business ownership.

Frank Baldino is an estate planning attorney at Lerch, Early & Brewer in Bethesda, Maryland. His focus is on protecting the assets of high net worth individuals to minimize federal and state tax liability.  Fore more information on exit strategies, contact Frank at (301) 657-0175 or fsbaldino@lerchearly.com.

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