Episode 016: Have Great Mentors and Learn from the Best with Aaron Kaplan episode artwork

EPISODE · Dec 21, 2023 · 48 MIN

Episode 016: Have Great Mentors and Learn from the Best with Aaron Kaplan

from Better Business, Better Life · host Terry DuPont

Better Business, Better Life: Building on Your Success with Terry DuPont Episode 016 Have Great Mentors and Learn from the Best with Aaron Kaplan Aaron focuses his practice on estate planning, probate administration, and trust administration, providing counsel to individuals, families, small businesses, and tax-exempt organizations. Aaron currently serves as vice chair of the Cincinnati Bar Association’s Estate Planning & Probate Committee. Aaron has worked with estate planning clients on matters such as dynasty trusts, trusts for children with special needs, planning for international clients who may be new to Cincinnati or new to the United States, the minimization of estate, gift and generation-skipping transfer taxes, business succession planning for small businesses and privately held entities, charitable trusts, Ohio Legacy Trusts, and related wealth transfer issues. Listen to this informative Better Business, Better Life episode with Aaron Kaplan about choosing great mentors and learning from them. Here is what to expect on this week’s show: ● Aaron expresses the importance of having great mentors and continuing to learn from them. ● Aaron discusses recent tax changes with Terry and upcoming changes. ● Aaron explains one of the biggest problems he sees is the absence of estate planning or delay in estate planning. Connect with Aaron: Website: https://www.taftlaw.com/people/aaron-h-kaplan/ LinkedIn: https://www.linkedin.com/in/aaron-kaplan-5047abb4/?authType=NAME_SEARCH&authToken=48Nt&locale=en_US&trk=tyah&trkInfo=clickedVertical%3Amynetwork%2CclickedEntityId%3A408062740%2CauthType%3ANAME_SEARCH%2Cidx%3A1-1-1%2CtarId%3A1454425919286%2Ctas%3Aaaron Connect with Terry: Website: https://www.dupontadvisory.com/ LinkedIn: https://www.linkedin.com/in/terrydupont/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Better Business, Better Life: Building on Your Success with Terry DuPont Episode 016 Have Great Mentors and Learn from the Best with Aaron Kaplan Aaron focuses his practice on estate planning, probate administration, and trust administration, providing counsel to individuals, families, small businesses, and tax-exempt organizations. Aaron currently serves as vice chair of the Cincinnati Bar Association’s Estate Planning & Probate Committee. Aaron has worked with estate planning clients on matters such as dynasty trusts, trusts for children with special needs, planning for international clients who may be new to Cincinnati or new to the United States, the minimization of estate, gift and generation-skipping transfer taxes, business succession planning for small businesses and privately held entities, charitable trusts, Ohio Legacy Trusts, and related wealth transfer issues. Listen to this informative Better Business, Better Life episode with Aaron Kaplan about choosing great mentors and learning from them. Here is what to expect on this week’s show: ● Aaron expresses the importance of having great mentors and continuing to learn from them. ● Aaron discusses recent tax changes with Terry and upcoming changes. ● Aaron explains one of the biggest problems he sees is the absence of estate planning or delay in estate planning. Connect with Aaron: Website: https://www.taftlaw.com/people/aaron-h-kaplan/ LinkedIn: https://www.linkedin.com/in/aaron-kaplan-5047abb4/?authType=NAME_SEARCH&authToken=48Nt&locale=en_US&trk=tyah&trkInfo=clickedVertical%3Amynetwork%2CclickedEntityId%3A408062740%2CauthType%3ANAME_SEARCH%2Cidx%3A1-1-1%2CtarId%3A1454425919286%2Ctas%3Aaaron Connect with Terry: Website: https://www.dupontadvisory.com/ LinkedIn: https://www.linkedin.com/in/terrydupont/ Learn more about your ad choices. Visit megaphone.fm/adchoices

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Episode 016: Have Great Mentors and Learn from the Best with Aaron Kaplan

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This episode was published on December 21, 2023.

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Better Business, Better Life: Building on Your Success with Terry DuPont Episode 016 Have Great Mentors and Learn from the Best with Aaron Kaplan Aaron focuses his practice on estate planning, probate administration, and trust administration,...

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