In this episode of Keep It Legal, we sat down with Jake Pollack, wealth transfer planning attorney at Shackleford, McKinley & Norton in Dallas. We dive into the critical, yet often overlooked, topic of business succession planning. Mr. Pollack shares insights on why nearly 70% of family businesses lack a formal succession plan, the challenges of transferring ownership, and how proactive planning can prevent disputes and protect a company’s legacy.
Learn about Jake Pollack here.
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