Boston, MA (January 20, 2021) Partner in the Corporate and Trusts and Estates Departments, Jay M. Pabian of regional law firm Rubin and Rudman, was a featured speaker and committee member at Exit Planning Institute’s (EPI) Certificate in Exit Planning (CEP) 2021 Webinar Series. The Greater Boston Virtual Chapter Event, Wealth Planning for Business Owners, focused on tax considerations, shielding assets from potential creditors, saving for retirement, and planning for succession.
EPI Chapters bring together a local community of professional advisors to collaborate, address unique needs and topics, develop best practices, build awareness, experience valuable professional continuing education, and build their COI network with like-minded individuals within the exit planning industry and related professions.
The virtual event was presented by Chris Hennessey – Lawyer & CPA, Faculty Director at Babson College School of Executive Education. Along with a panel of leading experts in the industry, Jay, a Leadership Committee Member of EPI. Jay offered his knowledge along with fellow experts, including:
- Stu Mcleod, President of EPI
- Kerri Salls, Leadership Committee Member of EPI
- Andrew Bostian, Leadership Committee Member of EPI
- Brian Lynch, Leadership Committee Member of EPI
- Joseph Drier, Vice President of EPI
- Caitlin Roos, Leadership Committee Member of EPI
Jay’s practice focuses on developing effective exit planning strategies for the owners of privately-held companies. Business clients rely on Jay’s deep legal and financial background to prepare for the eventual transition of their businesses. Jay is known for his highly skilled approach to creating master plans that transition businesses while preserving and protecting important legacies and assets. Jay completed the rigorous Certified Exit Planning Advisor (CEPA) Program through the Exit Planning Institute, the most widely accepted professional exit planning program in the world.
About Rubin and Rudman LLP
Founded over a century ago, Rubin and Rudman is a full-service law firm with more than 80 lawyers in Boston and Woburn, Massachusetts. With a diverse mix of practices, Rubin and Rudman serves national and international companies, including large public companies and closely held businesses; real estate developers; biotechnology, pharmaceutical and medical device makers; regulated industries, public entities and municipalities; insurance companies and their insureds; educational and other institutions; non-profit organizations; families and high net worth individuals. Web: www.rubinrudman.com.