Lessons From Rupert Murdoch on How Not To Do Estate Planning

INTERVIEW ON THE PRICE OF BUSINESS SHOW, MEDIA PARTNER OF THIS SITE.

Recently Kevin Price, Host of the nationally syndicated Price of Business Show, interviewed Jake Kaplan.

On a recent Price of Business show, Host Kevin Price interviewed Jake Kaplan, a partner at the law firm Alston & Bird LLP.

Jake develops tax minimization strategies for families and tax-exempt organizations. Individuals come to Jake for estate and tax planning, while organizations seek Jake’s counsel on tax, governance, regulatory, and New Markets Tax Credit issues.

Jake Kaplan is a partner with Alston & Bird’s Federal & International Tax Group and co-leads the firm’s Tax Credit Transactions Team. He focuses his practice in the areas of estate planning, exempt organizations, and New Markets Tax Credit (NMTC) financings. Jake draws on his rich and varied experiences to benefit a diverse group of clients whose needs often overlap across Jake’s areas of expertise. He advises individuals, families, and fiduciaries on tax issues, estate planning strategies, philanthropic plans, and estate administration procedures and best practices. Jake counsels organizations on myriad specialized tax, governance, formation, and operational issues. As co-leader of Alston & Bird’s Tax Credit Transactions Team, he also represents hospitals, schools, other organizations, and community development entities in federal NMTC financings that help organizations fund important real estate redevelopment projects and working capital needs. Jake is recognized as “One to Watch” by The Best Lawyers in America for Trusts & Estates Law and Tax Law and “Up and Coming” by Chambers High Net Worth in Private Wealth Law. Jake earned his J.D. and M.B.A., with high honors, from Emory University, where he was elected to the Order of the Coif.

They discussed the important considerations for families regarding their estate planning.  Topics covered include taxation, fiduciary lineups, trust planning, powers of attorney, beneficiary designations, life insurance, and more.

https://www.alston.com/en/professionals/k/kaplan-jacob-l

LinkedIn: https://www.linkedin.com/in/jakekaplan1/

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