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As the leading financial services provider for agriculture and rural communities in Illinois, Minnesota and Wisconsin, Compeer's financial advisors understand agriculture, the challenges and the opportunities. Megan Roberts, Principal Quantitative Analyst with Compeer Financial, talks with Pam Jahnke about an upcoming webinar designed to help avoid the potential pitfalls of succession planning on a farm. With their team of experts, from financial advisors to economists, who provide ongoing education, reports or one-on-one advice, Compeer is all about helping clients make the best decisions for their operation. Part of that ongoing education includes a series of webinars. The next AgriMindset Webinar: Succession Planning Webinar Details: Registration: compeer.com/events - then “Succession Planning” Date: March 12 Time: 9:00am Location: Virtual Live Q&A following – BRING YOUR QUESTIONS! A recording of this virtual event will be sent to all registrants, so be sure to register event if you aren't able to attend live! Featured Guest: Brooke Didier Starks, Legacy Legal, estate planning attorney with first-hand farm transition experience. She brings a candid, down-to-earth style that will help you get unstuck and move toward creating the legacies you want to leave for your family and community. Nothing about succession planning is easy. It’s often difficult to take the next steps in the process – whatever that may mean for you, your family and your farm. This webinar is great starting point in your succession or transition planning journey Officially putting pen to paper and documenting your plan carries a lot of responsibility.See omnystudio.com/listener for privacy information.
In this episode, host Chris interviews Kelly Bagla, a seasoned business attorney with two decades of experience. Known as the 'Queen of Business Law,' Kelly shares invaluable insights for entrepreneurs, stressing the importance of building a solid legal foundation, understanding the nuances of different business entities, and protecting intellectual property. The discussion covers the benefits of consulting a corporate attorney over using online services, the significance of staying compliant with corporate laws, and the necessity of protecting your brand. Additionally, Kelly addresses ongoing trends and potential legal changes entrepreneurs should be aware of, providing practical advice for safeguarding businesses against legal risks. Listeners will gain a comprehensive understanding of why legal fundamentals are crucial for business success and how to navigate them effectively.00:00 Welcome and Introduction00:35 Meet Kelly Bagla: The Queen of Business Law02:13 Kelly's Love for Dogs03:47 The Importance of Legal Protection for Entrepreneurs06:03 Common Legal Mistakes and How to Avoid Them09:44 Choosing the Right Business Structure14:08 The Role of Corporate Attorneys14:54 The Pitfalls of DIY Legal Services16:29 The Importance of Proper Corporate Compliance18:17 The Benefits of Professional Legal Advice22:53 The Origin and Evolution of LLCs23:26 Choosing the Right Business Structure24:41 Importance of IP Protection28:50 Understanding Trademarks, Patents, and Copyrights31:58 Trends in Business Law and Regulations38:40 Final Legal Advice for EntrepreneursConnect with Kelly:Website: https://baglalaw.com/Podcast: https://podcasts.apple.com/us/podcast/biz-queen/id1306064118LinkedIn: https://www.linkedin.com/in/kelly-bagla-esq/Instagram: https://www.instagram.com/kellybagla/Facebook: https://www.facebook.com/kelly.bagla/
Episode 198 of The Smart Agents Podcast features Bishoy M. Habib, Esq., co-founder of CapStar Real Estate. With an extensive law background, operating Legacy Legal, Bishoy shares how the two careers have intersected and the success he is having. Explore the unique strategies that have propelled CapStar Real Estate to success, and learn how to think outside the box to attract clients and build a strong brand. Bishoy delves into the power of social media for real estate professionals, offering tips on creating valuable and relatable content to engage your audience. Whether you're a seasoned agent or a broker looking to revolutionize your business, this podcast provides actionable insights and fresh perspectives on modern real estate practices. Discover how non-traditional methods can help you navigate the market, close deals smoothly and build a trustworthy and credible brand. Key Takeaways Embrace non-traditional strategies to differentiate yourself in the real estate market. Leverage legal expertise to ensure smooth transactions and avoid pitfalls. Build a strong brand through social media by providing valuable and relatable content. Pursue off-market deals to stand out from the competition. Invest in quality marketing to establish trust and credibility with potential clients. Follow Bishoy at: Instagram: https://www.instagram.com/attorneybishoy/ Youtube: https://www.youtube.com/@attorneybishoy LinkedIn: https://www.linkedin.com/in/bishoyhabib TikTok: https://www.tiktok.com/@attorneybishoy
How does the nature of an organization change the design of its legal operations program? How can leaders of all types embrace innovations that legal ops professionals are bringing to legal ops departments? What are the most important things legal ops leaders need to know about the business?Susan Packal, Head of Global Legal Operations at Atlassian, learned the most important aspects of legal ops leadership serving in director and chief of staff positions at dynamic start-ups and legacy brands like Hilton, eBay, Uber, and Twilio, in addition to running her own legal ops consultancy. Along the way, she's developed methods for building legal ops teams that leverage their proficiency to serve the needs of the core business.Hear from Susan as she sits down with Tyler at CLOC to discuss ways to establish a strong culture in your legal team, elevating the GC role, and recognizing the importance of tough feedback to help guide your career.Read detailed summary: https://www.spotdraft.com/podcast/episode-42Topics: Introduction: 0:00 Building the first legal ops teams at Hilton: 3:06 Contemplating the chief of staff role in legal departments: 9:51 Running legal operations as director and chief of staff at Twilio: 12:49 Setting a strong culture in the legal department at Atlassian: 15:58 Comparing and contrasting Hilton, Uber, and Atlassian: 19:36 Considering past career missteps: 22:10 Book Recommendations: 29:00 What you wish you had known as a young lawyer: 32:07Connect with us: Susan Packal - https://www.linkedin.com/in/susanpackal/ Tyler Finn - https://www.linkedin.com/in/tylerhfinn SpotDraft - https://www.linkedin.com/company/spotdraftSpotDraft is a leading CLM platform that solves your end-to-end contract management issues. Visit https://www.spotdraft.com to learn more.
Natalie Elisha Gold Natalie is a MOM, wife, super lawyer, best selling author and speaker. She empowers, educates & inspires women to reach their unlimited potential! David Bruno with Natalie Elisha Gold an award-winning attorney, best selling author, a nationwide speaker about women and money, and a fearless cheerleader for her clients' success. More on Natalie: Founder of Goldberg LLP., which bring the power of estate planning law to you, were Natalie focuses her legal practice on high net worth and ultra high net worth families. Natalie's team works closely with all families and even established a company Life, Legacy Legal that provides top notch planning for the masses.
Natalie Elisha Goldberg - who often goes by Natalie Elisha Gold is a proud mother, wife, and attorney. Not only these, she is also a best-selling author, a nationwide speaker about women and money, and a fearless cheerleader for her client's success, the founder of Goldberg LLP, and the Podcast Host of The Gold Standard. She has made it her life mission to help people like you protect their hard-earned life savings, property, and their future.Natalie founded Goldberg LLP to bring the power of estate planning law to you! Natalie focuses her legal practice on high net worth and ultra-high net worth families.Natalie's team works closely with all families and even established a company Life, Legacy Legal that provides top-notch planning for the masses!Contact Natalie to learn more:Website:https://www.goldbergllp.com/about-usLinkedIn: https://www.linkedin.com/in/natalieelishagold/Facebook: https://www.facebook.com/goldlegalgroupInstagram: https://www.instagram.com/natalieelishagold/
Show Description:Rich Gaines with Legacy Legal joins Jason Labrum in the studio today to discuss ALL things tax, legal and financial advice. Rich specializes in working with tax law to benefit people in protecting and preserving their wealth for generations. Legacy Legal collaborates with IDA to assist in the creative planning process so clients have a holistic plan when it comes to their future and their wealth. Exercise your constitutional right to pay the least amount of taxes possible!In this show you will learn about:- Three different levels of tax savings- Reduce tax liability and maximize amount of money to pass on to your heirs- What should you do to upgrade your trust so it makes the most sense for your circumstances
Show Description:Rich Gaines with Legacy Legal joins Jason Labrum in the studio today to discuss ALL things tax, legal and financial advice. Rich specializes in working with tax law to benefit people in protecting and preserving their wealth for generations. Legacy Legal collaborates with IDA to assist in the creative planning process so clients have a holistic plan when it comes to their future and their wealth. Exercise your constitutional right to pay the least amount of taxes possible!In this show you will learn about:- Three different levels of tax savings- Reduce tax liability and maximize amount of money to pass on to your heirs- What should you do to upgrade your trust so it makes the most sense for your circumstances
CEO and President of Labrum Wealth Management, Jason Labrum and Co- Host and Senior Wealth Advisor Alex Klingensmith welcome guests to talk about about some detailed aspects of planing. In the stuido today is Rich Gaines with Legacy Legal talking about the need to do something everyday for your wealth plan to be successful. Also Shannon Brady with Brady College Counseling discusses the importance of planing for your child's education and when you should start getting prepared.
CEO and President of Labrum Wealth Management, Jason Labrum and Co- Host and Senior Wealth Advisor Alex Klingensmith welcome guests to talk about about some detailed aspects of planing. In the stuido today is Rich Gaines with Legacy Legal talking about the need to do something everyday for your wealth plan to be successful. Also Shannon Brady with Brady College Counseling discusses the importance of planing for your child's education and when you should start getting prepared.
Join us today for Women Lead Radio as Bethany Kelly, your host of Amazing Authors and Brilliant Books, interviews Rich Gaines, Owner of Legacy Legal, Inc. Rich is the author of “The Magic Of Money: 21 Action Strategies To Make Money Work For You (Mind Money Strategy)” Rich and Bethany discuss his book “The Magic Of Money: 21 Action Strategies To Make Money Work For You (Mind Money Strategy)” Rich talks about retaining and growing your wealth. Rich believes financial planning should be designed so that you can fulfill your lifestyle wants and needs. Rich knew that working with the tax law to benefit people in protecting and preserving their wealth for generations was his passion. Positively building up a person's future while maximizing tax savings and protecting that wealth has been his mission ever since. To further his career Rich pursued and received a Master of Laws in Taxation from Denver University School of Law. Rich worked for a national CPA firm and then spent several years with prestigious law firms before establishing a private practice in Carlsbad California. Bethany Kelly is your host for Amazing Authors and Brilliant Books, a show that highlights authors with a unique message, who are using the experience of becoming an author to step to the next level—in leadership or in their business.
Aired: 10/26/2013 7 PM:: Joe and Richard are joined in studio by Rich Gaines of Legacy Legal.
Aired: 11/11/2012 7 PM:: Richard is joined in studio by Rich Gaines of Legacy Legal, www.FamilyLegacyLegal.com, discussing the impact of tax law on estate planning and more.
Aired: 8/26/2012 7 PM:: Richard is joined in studio by Rich Gaines of Legacy Legal. www.FamilyLegacyLegal.com
Rich Gaines is a partner with Legacy Legal, Family Legacy Trainings, and co-founder of Crossroads Capital Management, leaders in living wealth and working with individuals and families who want to build their business and preserve and protect their family wealth for generations. After twenty five years of work as a tax and legacy planning attorney, Rich realized that people, when given the chance, like to express deeper emotions and desires about their individual and family purpose, vision, goals and legacy. Rich found that when people talk about their beliefs, their values, their intentions and the importance of what they do in life that they gain greater clarity about how to preserve and protect their business and family wealth today and for future generations. Through this process, Rich also found that by bringing families together as a team can make a major difference on the success of the plans that the parents or the family have put in place. From his second year in law school, Rich was passionate about using the tax law in a way that would benefit people in their lives today and into the future. Through his workshops, Rich brings a unique learning approach to legacy planning allowing people to experience and explore new opportunities and possibilities for themselves and their families. Over the years, Rich has published various articles on the Legacy Planning process. He has been a leader for the North San Diego County Bar Tax Section, served on boards of directors for various prominent charitable organizations, an educator at the University of Phoenix and a guest speaker throughout San Diego County.