Episode 027: Personal and Business Planning: Protecting Clients' Interests with Dave Ison

Better Business, Better Life: Building on Your Success with Terry DuPont Episode 027 Personal and Business Planning: Protecting Clients' Interests with Dave Ison Dave has provided customized, personal, and business legal services for over three decades. Whether you are estate planning, business planning, or wealth building and maintenance, you can feel confident knowing your concerns will be addressed by someone who has “been there and done that” successfully for many others on many different occasions. As a graduate of The Ohio State University and Capital University Law School, Dave was sworn into the bar in the State of Ohio, and all federal courts in Ohio, including the 6th Circuit Court of Appeals and the United States Supreme Court. In the mid-1980s, Dave focused mainly on litigation, both defense and plaintiff work. However, his primary focus shifted toward personal and business planning in the mid-1990s. While still engaged in both plaintiff and defense business litigation, the practice expanded its focus in the areas of personal estate and business planning and protection and assisting in client’s wealth building and management. Listen to this informative Better Business, Better Life episode with Dave Ison about personal and business planning. Here is what to expect on this week’s show: ● Dave transitioned from litigation to focusing on personal and business planning, which had a significant impact on his practice. Initially, he enjoyed litigation work, but when he started getting involved in small business planning, he found a passion for strategic planning and creating a protective environment for clients. This led him to start his own firm, where he focused on transactional work, business structure planning, and estate planning. ● Dave recognized the importance of treating small businesses differently and ensuring succession and value for future generations. Now, his niche is providing planning services for individuals and businesses, including estate plans and asset protection plans. ● Recognizing the importance of knowing your limits and seeking help when necessary, Dave emphasizes the need to bring in someone else who has the necessary expertise when faced with unfamiliar situations. ● Succession Planning and Passing on the Practice is crucial for Dave's law practice. He is now working with third-generation clients and his son, Grant, has taken on a more prominent role in the firm. Dave emphasizes the importance of training and preparing successors for a smooth transition and continuation of the practice. Connect with Dave: Website: www.ison.law LinkedIn: https://www.linkedin.com/in/daveison/ Facebook: https://www.facebook.com/DavidIsonBusinessEstatePlanning 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