House of Oscar De La Renta – Loss of timeless icon provides planning lessons for family business owners and advisors.

November 4, 2014 Posted by Don Sweet, Esq. AEP Business

Business & estate planning impacts much more than just numbers as typified with the loss of storied personality and icon, Oscar De La Renta.

Protection planning incorporates family relationships, numbers and strengthening the institution of the enterprise because as Scott Martin writes, “what separates an institution from personalities is of course procedure, a system of operation that exists outside any individual employee or boss.”

Rodnunsky & Associates is experienced in helping families and advisors develop and execute legacy plans for transitioning the family business into family institution.

thetrustadvisor.com/oscar-de-la-renta-leaves-big-hole-in-300-million-family-empire

About Don Sweet, Esq. AEP

Don Sweet heads the San Francisco office of Rodnunsky & Associates. Don Sweet serves clients through counsel and advocacy. Whether planning an inter-generational wealth transfer strategy, adminstering the details of a trust or defending the rights of a beneficiary, Don’s efforts and focus are client centered. He is determined in pursuing client rights. Understanding the importance of value in professional service relationships, Mr. Sweet delivers creative, realistic and cost-effective solutions. With a deep and varied planning background, he works with those who seek protection of family and wealth in all areas of estate planning. Mr. Sweet holds the Accredited Estate Planner? (AEP) designation from the National Association of Estate Planning Councils. He earned his undergraduate degree from Arizona State University and earned his law degree from Whittier College of Law where he was a member of Law Review. He externed for the Honorable John Ryan, a Federal Bankruptcy Judge and Chief Judge of the U.S. Bankruptcy Appellate Panel for the 9th Circuit. Mr. Sweet has worked with private clients since 1997 and joined the California Bar in 2005.

House of Oscar De La Renta – Loss of timeless icon provides planning lessons for family business owners and advisors.

About Don Sweet, Esq. AEP

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