You are Invited: Pre and Post Transaction Planning- Lunch & Learn

April 1, 2019

InvitationJoin us for the lunch and learn focused on Pre and Post Transaction Planning – “Optimizing Equity Compensation & Preserving and Growing Wealth”.

Who: For Entrepreneurs, Executives, Closely Held Business Owners

When: April 16th, 2019 at 11:45 a.m. – 1:00 p.m.

Where: MindSpace – 575 Market Street, 4th Floor, San Francisco

By: Kranz & Associates and The Whitfield Group at Morgan Stanley

Register at

Discussion Content:

 Optimizing Equity Compensation for Post Tax Cash Flow

 Founders Shares, Compensatory Stock Options, Qualified Small Business Stock;

 Compounding Post Transaction Wealth with Trust & Non-Trust Structures.

 Titling Assets with Revocable Trusts

 Freezing Asset Values with Intentionally Defective Trusts

 His & Her (Spousal) Intentionally Defective Trusts

 Grantor Retained Annuity Trusts

 Discounting Asset Values with Family Limited Partnerships

  •  Bringing all Together: Modeling the Economic Benefits of Planning v. No planning
  •  Illustration of post transaction wealth compounding with no planning
  •  Illustration of post transaction wealth compounding with planning