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"How to Protect your Personal Assets & End of Life Wishes"

  • 26 May 2020
  • 6:00 PM - 7:30 PM


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Join Akerman Attorney Melissa Rodriguez for a discussion on how to protect your hard-earned personal assets and end of life wishes. She will answers questions like...

  • Do I need a will, a trust, a living will? 
  • How difficult is it to set these up and what's the cost? 

Melissa will also share information on business succession planning and ways she uses to minimize her client's transfer tax exposure. She will begin with a 15 minute presentation followed by Q&A from our group. 

Melissa Rodriguez focuses her practice on structuring and implementing methods for clients' wealth and business succession. She works with individuals and business owners to achieve their objectives while minimizing income and transfer tax exposure. In addition, Melissa represents clients before the Internal Revenue Service in matters concerning gift, estate, and fiduciary income tax. She also has experience in establishing and obtaining federal tax exemption for nonprofit organizations. 

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Meeting ID: 913 4689 8405
Password: 071921
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Meeting ID: 913 4689 8405
Password: 071921
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