EPISODE · May 15, 2025 · 20 MIN
Episode 69: Navigating Estate Planning and Business Succession: A Comprehensive Approach
from Better Business, Better Life · host Terry DuPont
Better Business, Better Life: Building on Your Success with Terry DuPont Episode 69 Navigating Estate Planning and Business Succession: A Comprehensive Approach with Erica Carducci Erica, Partner at UB Greensfelder, focuses her practice on estate planning, trust and estate administration, and tax compliance. She helps clients achieve their personal and financial goals while minimizing estate, gift, and generation-skipping transfer taxes. She also advises fiduciaries and prepares related tax filings. Recognized by Best Lawyers: Ones to Watch® and Ohio Super Lawyers Rising Stars, Erica brings a strategic, client-focused approach to every matter. She is actively involved in the legal community, serving as Secretary of the Cincinnati Bar Association’s Estate Planning & Probate Practice Group and a 2024 Fellow of the Ohio State Bar Foundation. She is also a member of the Ohio and New York State Bar Associations. Listen to this informative Better Business, Better Life episode with Erica Carducci about the intersection of tax strategies, estate planning, and business succession planning. Here is what to expect on this week’s show: ● Erica explains it’s crucial for affluent families to integrate their business interests into their estate plans to safeguard assets and ensure smooth business succession. ● Erica stresses with potential changes in estate tax exemptions, it's advised to proactively use current exemptions to fund trusts, protecting assets if exemptions decrease in the future. ● A personalized approach in estate planning, treating clients like family, facilitates open discussions and helps address underlying issues to ensure the family legacy is preserved and aligned with their goals and values for future generations. Connect with Erica: Website: https://www.ubglaw.com 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
What this episode covers
Better Business, Better Life: Building on Your Success with Terry DuPont Episode 69 Navigating Estate Planning and Business Succession: A Comprehensive Approach with Erica Carducci Erica, Partner at UB Greensfelder, focuses her practice on estate planning, trust and estate administration, and tax compliance. She helps clients achieve their personal and financial goals while minimizing estate, gift, and generation-skipping transfer taxes. She also advises fiduciaries and prepares related tax filings. Recognized by Best Lawyers: Ones to Watch® and Ohio Super Lawyers Rising Stars, Erica brings a strategic, client-focused approach to every matter. She is actively involved in the legal community, serving as Secretary of the Cincinnati Bar Association’s Estate Planning & Probate Practice Group and a 2024 Fellow of the Ohio State Bar Foundation. She is also a member of the Ohio and New York State Bar Associations. Listen to this informative Better Business, Better Life episode with Erica Carducci about the intersection of tax strategies, estate planning, and business succession planning. Here is what to expect on this week’s show: ● Erica explains it’s crucial for affluent families to integrate their business interests into their estate plans to safeguard assets and ensure smooth business succession. ● Erica stresses with potential changes in estate tax exemptions, it's advised to proactively use current exemptions to fund trusts, protecting assets if exemptions decrease in the future. ● A personalized approach in estate planning, treating clients like family, facilitates open discussions and helps address underlying issues to ensure the family legacy is preserved and aligned with their goals and values for future generations. Connect with Erica: Website: https://www.ubglaw.com 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 69: Navigating Estate Planning and Business Succession: A Comprehensive Approach
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