Fischel | Kahn’s Morry Dyner recently hosted a seminar at The Executive Guild’s monthly meeting, in which he led participants through an overview on the importance of estate and business succession planning documents, tax considerations and other issues.
Morry provided Chicago-based leaders with insights on the essential financial and legal documents needed to transition business and personal affairs upon retirement or when health-related issues arise. Topics covered included:
- An Accurate and Updated Will and Trust
- Title/ Ownership on Assets
- Federal/State Estate Tax Exemptions
- Advance Directives
- Issues of Guardianship
The Executives Guild, established in 1961, aims to provide its members with effective and meaningful ways to achieve their business goals while implementing strategies to acquire future business. The Guild regularly offers networking opportunities through monthly meetings, educational seminars and impactful articles.
Morry is a principal with Fischel Kahn who advises business owners on their corporate, transactional, M&A, real estate and financial planning matters. Throughout his career, entrepreneurs and mid-sized privately held companies have relied on him for practical business advice that drives growth.