Description

Running a business successfully has many challenges. To ensure the viability of a business it is important to consider everything from operations and sales to staff to taxes and market share. But looking into the long term, the viability of a business is contingent on Business Continuation Planning. This seminar addresses how to plan for the long-term future of a business and the key role the advisors, particularly the attorney play in planning a legacy for a business in the face of a tragic event.

Adolfo Villeta, Esq., L.L.M.

Mr. Villeta‘s areas of practice are tax planning and analysis, trusts and estates, corporate law focusing on closely held businesses and tax controversies. Mr. Villeta established his firm in early 2003 to counsel individuals and businesses facing life’s challenges head-on in search of the ever elusive loophole of opportunity, applying enterprising legal solutions to complex issues through entrepreneurial outside-the-box strategies designed to help clients set and achieve goals while minimizing unnecessary risk. Mr. Villeta graduated from The City College in 1997 and from New York Law School in 2005. Mr. Villeta is admitted to practice law in New York and Florida.

Education:
BA, Philosophy, The City College, City University of New York, 1997
JD, New York Law School, 2000
LL.M. Master of Laws in Taxation, New York Law School, 2005

Admitted to practice in New York & Florida.

Jeanne Brutman, LUTCF, CFBS, CFS, CLTC

Jeanne Brutman is an independent financial fee-based planner for small to medium sized businesses. Through rigorous research on what the employers and employees are experiencing every day, Jeanne monitors how tax code and legal code changes impact insurance, investments, and financial planning program. She then tracks financial products as they are evolving with these changes and how clients can take best advantage of them.

Through her many years of personal and professional experience, Jeanne has acquired the skills necessary to help individuals and small companies make breakthroughs in the areas that are most confusing: discretionary benefits, employee benefit plans, retirement plans and planning, workers compensation, estate analysis and tax strategies, business continuation and succession planning, long term investing strategies, employee retention, life, disability, long term care and group health insurance policies.

Jeanne works with a team of a dozen highly trained professionals in related fields for her clients’ convenience. She has four designations in her field LUTCF CFBS, CFS and CLTC and holds four licenses in her profession. She speaks extensively in industry and academia, including Baruch College, Pace College, New York University, The American College for Financial Planners and spoken at The Learning Annex, as well as for various industry associations. Jeanne has given more than 50 seminars that were approved for continuing education credits in New York and New Jersey for CPAs and attorneys. Jeanne has also been a member of MDRT for many years, which represents the top 1% of the financial services industry. She also teaches continuing education courses for her industry and is an instructor for the LUTCF designation.

Giving back to her community is a passion. Jeanne has served on the board of her professional association as the Educational Chair (NYCAIFA) and is on the board of the nationally recognized non-profit organization Savvy Ladies. She is quoted in media and she has appeared by reference in Real Estate Weekly, Financial Planning Magazine, The Green, Golf beyond the Links Magazine, Registered Rep, CNBC online, Smartmoney.com, CFO Magazine and Ophrah Winfrey’s Web site, as well as many other publications and Web sites.
Jeanne is the mother of an 11-year-old daughter and 1 new baby boy, and lives with her husband in New York City.