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Creating a Succession Plan
Alan Olsen and Steve Siner, Managing Shareholder of Hoge Fenton Jones and Appel, discuss the importance of creating a succession plan.
About the Guest:
Steven D. Siner is the managing shareholder of the firm and a member of the Business and Tax Group. For more than 35 years, he has represented companies and individuals in myriad business, real estate, and wealth management matters. His typical clients are high net worth individuals, business owners looking to start, grow, sell or merge their companies, and owners of commercial properties.
Steve’s broad and diverse background ranges from basic and straightforward entity formations to highly sophisticated and complex business and real estate transactions. As a longtime family business owner and former real estate broker, he brings to his clients a unique understanding of a business and property owner’s practical needs.
Steve is also a veteran trial attorney, having litigated hundreds of civil matters through the state and federal courts in California. Because of his litigation expertise, he is able to counsel and advocate on behalf of his transactional clients to help them avoid the expensive uncertainties of litigation. He is often consulted by litigation attorneys for assistance on substantive business and financial issues.
In his estate planning and wealth management practice, Steve works with his clients, and their accountants, insurance professionals, and financial advisors, to develop and implement strategies for the protection and transfer of their wealth to successive generations. With the breadth and depth of his experience, Steve is able to effectively address the multitude of issues that arise in personal, business and real estate matters.