An Opportunity: Understanding the Emergence of a Legal Industry

September 2016 Luncheon Program

September 13, 2016

Roy P. Kozupsky

The Union League
140 South Broad Street
Philadelphia, PA 19102

Roy P. Kozupsky will be speaking at this year's Philadelphia Estate Planning Council's Luncheon Program. The first step in understanding the emerging legal field of family business planning is to understand how has evolved from its roots within traditional estate planning. Industries have emerged that compete with lawyers for servicing of family businesses. Moreover, affluent families, especially those with closely held businesses as the centerpiece to their family’s behavior and balance sheet, are becoming more astute buyers of legal services – and gravitating to those practitioners who offer value driven non-commoditized services that are not necessarily denominated in tax planning.

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