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    Marketing

    Inside BS Show

    Would you like to work with better clients, make more money, and build a business that gives you true freedom?

    Have you struggled with the loneliness that comes with working long hours and solving the dozens of complex problems you face as an entrepreneur?

    Do you ever feel like the most valuable business secrets are shared behind closed doors—where only insiders have access?

    Welcome to The Inside BS Show—your daily invitation to step behind the velvet rope and into the room where real business leaders talk strategy, success, and scale.

    These are your people. They’ve been where you are, and they’ve gone where you want to go. But most importantly, they feel your pain and can help it go away.

    If you’re an entrepreneur, CEO of a private company, or leader of a professional firm, this show is your secret weapon.

    On each show we break down the business growth strategies that insiders use to win—revenue generation, building influence, succession planning, hiring top talent, navigating legal minefields, and crafting an exit strategy that maximizes value.

    But this isn’t just a podcast—it’s a community. We don’t just talk at you; we bring you into the conversation.

    Your host, Dave Lorenzo (The Godfather of Growth), gives you an exclusive front-row seat to the insights, strategies, and behind-the-scenes conversations that drive business success.

    A new episode drops each Wednesday at 6 AM.

    Want to connect with Dave? Call (305) 692-5531.

    What are you waiting for? Join us ON THE INSIDE.

    Advertise
    • Apple Podcasts
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    • Spotify

    Latest Episodes:
    What If There Was No Tomorrow? Would Your Family Be OK? | Terry Clancy | 450 Mar 14, 2022
    Show notes

    What If There Was No Tomorrow? Would Your Family Be OK?

    We all hate to think about our death. That’s normal. But not thinking about it could have some horrible consequences. On today’s Inside BS Show, Dave Lorenzo discusses the importance of having an estate plan with Theresa Clancy. Terry had a life event that brought this issue into focus for her and now she is an evangelist for good estate planning.

    If you love your family, you cannot afford to miss this show.

    Chapters:
    00:00 Introduction to Why You Need an Estate Plan
    01:00 Terry Clancy’s Story
    07:24 Don’t Be a Happy Wanderer. Plan.
    08:05 What is the Probate Process?
    10:06 How Can You Avoid Probate?
    11:40 What is a Revocable or Living Trust?
    12:30 What is the Difference Between a Living Trust and an Irrevocable Trust?
    14:00 How Do You bring Up Estate Planning with Loved Ones?
    19:30 What Questions Should You Answer When Doing an Estate Plan?
    22:03 Is Estate Planning Different for Same Sex Couples?
    23:00 What is “The Birthday Book?”
    27:00 How DO We Coach People to Get Them to Give a Medical Directive?
    29:15 How Does Estate Planning Help with Asset Protection?
    31:00 Terry Does a Barefoot Contessa Cookoff!!!
    34:00 Who Should Worry about Estate Tax?

    Terry Clancy
    Estate Planning Attorney
    (708) 819-1580
    theresa.clancy@theresaclancylaw.com
    https://theresaclancylaw.com/

    About Theresa Clancy
    I make estate planning easy, efficient, and effective so you can check it off the to do list and feel protected for the unexpected. I have been doing estate planning since my husband had a heart attack. I am married with four children who are either attending college or have graduated college (yeah!). I am a big proponent of family dinner and I love cooking (I'm a Barefoot Contessa Cookbook Fan!).


    How Lawyers, Accountants, and Other Professionals Handle Mistakes | Charles Franklin | 449 Mar 11, 2022
    Show notes

    How Lawyers, Accountants, and Other Professionals Handle Mistakes

    Every lawyer needs to watch this show. In fact, every professional needs to watch this show. On this episode of The Inside BS Show Dave Lorenzo speaks with Charles Franklin, an attorney who represents professionals when they get in trouble. Charlie has a great deal of wisdom to share about the practice of law, being a professional, and handling issues in your practice.

    Chapters
    00:00 Introduction How to Handle a Mistake in Professional Services
    02:10 What are the Three C’s of Handling an Issue with a Licensing Body?
    08:00 Why Do You Need to Hire an Attorney to Represent You in a Licensing Matter?
    10:20 Charlie Explains the Difference between a Procedural Error and Misconduct
    14:00 Dave tells a Grievance Committee Horror Story
    16:00 What is a Fine vs. a Fee?
    18:00 How is the Disciplinary Process Different Across all Professions?
    23:40 How Did Charlie Get into Representation of Licensed Professionals?
    26:00 What Other Work Does Charlie Do as an Attorney?
    29:00 What Advice Does Charlie Have For Young Professionals
    30:56 Charlie tells a Story about a Case that He Really Enjoyed
    33:00 How Does Charlie Make The Most of His Networking
    35:30 Empathy, Understanding, and Discipline: How those Qualities Influence Charlie

    Charles Franklin
    Litigator
    Founding Partner
    (847) 701-2250
    cfranklin@fgcclaw.com
    https://fgcclaw.com/charles-r-franklin/

    About Charles Franklin
    Charles Franklin focuses his law practice on the representation of individuals and businesses in commercial litigation and insurance related matters. That work includes assistance in the presentation of claims, policy analysis and coverage disputes on behalf of policyholders as well as the representation of financial institutions and companies in loss workout, mitigation, and recovery. Charlie also has significant experience in representing highly regulated and registered entities and licensed professionals (such as accountants, physicians, appraisers, inspectors, brokers, and others) either accused of malpractice and/or in licensure, regulatory and disciplinary proceedings at federal, state, county, and local levels, and before private certifying organizations and professional groups. He has often served as a “neutral” or an independent arbitrator being appointed by both policyholders and insurance companies.


    How To Get Referrals from Bankers | Dror Zetouni | 448 Mar 10, 2022
    Show notes

    What Your Banker Wants You to Know

    How would you like to get more referrals from your banker? I know. You’re rolling your eyes. Here’s the thing: If you give referrals to a banker, he/she will bend over backwards to send business to you. Are you now wondering how to find the ideal referral for a banker? That’s exactly what we are going to teach you on today’s Inside BS Show.

    On this show, Dave Lorenzo has a great conversation with Dror Zetouni and they discuss business development and sending referrals to and receiving referrals from a banker.

    Chapters
    00:00 What Your Banker Wants You to Know
    01:20 All About Bank Leumi
    02:19 What Was Dror’s Previous Job (Before Working with Bank Leumi)?
    04:00 Why Banking is a Relationship Business
    06:00 How Dave Works with Bankers and Gets Them to Return His Call
    08:40 How Dror Uses Introductions to Other People as a Way to Grow His Business
    09:35 Here are the Different Lines of Business You Can Follow to Work with a Banker
    11:00 What is Private Banking?
    14:13 What is Conscious Investing?
    14:40 What is a Typical Day in the Life of a Banker?
    15:40 How Dror Approaches Unmet Prospects
    19:50 What Does Dror Do to Get Great Referrals?
    21:30 The Value of Face-to-Face Meetings
    22:27 Who is Dror’s Ideal Client?
    24:40 What Do You Listen for If You Want to Find a Referral for a Banker?
    30:00 When is the Best Time to Connect with a Banker?
    31:00 How Dror Pursued a Banking Client for Six Years and Finally Landed Him
    33:38 What Should a Business Owner Do to Make Sure They Have a Great Relationship with a Banker?
    36:00 Dror Discusses the Bank Leumi and Valley National Bank Merger

    Dror Zetouni
    Vice President, Relationship Executive
    Bank Leumi USA
    (847) 209-1408
    dror.zetouni@leumiusa.com

    About Dror Zetouni
    Dror has worked at Bank Leumi for over twelve years. He currently serves as a Vice President, Relationship Executive, where he helps businesses identify their right banking needs as well as executive network and expand their professional connections to help drive business growth.

    Dror is passionate about helping his clients achieve their financial goals by outlining their right banking strategy, as well as expanding their professional network across other individuals that will be of support to their business.

    Prior to joining Bank Leumi, Dror headed the American - Israel Chamber of Commerce in the Midwest.

    Dror holds a Bachelor’s Degree in Political Science and Economics from the University of Illinois at Chicago. Dror also holds an MA in Middle Eastern History from Tel Aviv University and an MBA from the Kellogg-Recanati Program.
    He was born in Israel and came to the USA as a teenager. He has identical twin daughters age 20 and a 15 year old son, who is an avid Chicago Bulls fan.


    How to Reduce Your Business Expenses The Fast and Easy Way | Mark Sternberg | 447 Mar 09, 2022
    Show notes

    How to Reduce Your Business Expenses The Fast and Easy Way | Mark Sternberg | #23

    Who else wants to save money? If you’d like to take more money home or you're concerned about your bottom line or you just want some fresh ideas about cost savings, this episode of the Inside BS is for you.
    On today’s show, Dave Lorenzo interviews Mark Sternberg, a cost reduction consultant who helps business owners take home more money. How does he do it? Join us for this episode of the Inside BS Show.

    Chapters
    00:00 How to Reduce Your Expenses The Fast and Easy Way
    01:33 How did Mark Become an Expense Reduction Consultant?
    04:50 How does Mark’s Background in Hospitality Help Him as a Cost Savings Consultant?
    09:00 What is the Difference Between “The Top of the P&L and the Bottom of the P&L?
    13:00 How Does Steve’s Fee Structure Work? Nobody Pays If They Don’t Save Money? Really?
    17:45 Mark Tells Gives Us a Case Study and Success Story
    23:00 Which Industries Make The Most Sense for Mark?
    23:20 Does Mark Have Specific Vendors He Gets Better Deals From?
    26:30 How Does a Business Owner Introduce Mark to His/Her Accountant?
    29:00 Can Mark Work with a Multi-Unit Business Owner? How Does that Impact Success?
    30:25 Will Mark Work on a Distressed Asset or with Private Equity Funds Buying Assets?
    31:30 How Does Contract Review Work When Mark Finds Them?
    33:00 What is the Ramp Up Period for Mark to Start Saving a Company Money?

    Mark Sternberg
    Expense Reduction Analyst
    (847) 875-3663
    msternberg@expensereduction.com
    https://us.expensereduction.com/find-...

    About Mark Sternberg:
    Mark Sternberg is a Principal Consultant based in Chicago, Illinois, focusing on the hospitality and food and beverage industries.
    Mark brings to ERA over 40 years serving in the hospitality industry. He has served in a number of senior management and executive roles with Four Seasons Hotels & Resorts and Hyatt Hotels. Mark has held positions in sales, marketing, catering, operations, finance, and HR.
    Sternberg owned and operated a high-end niche market catering business in the Chicagoland area for 16 years. He served many of the Fortune 500 companies/executives at top venues around Chicago. Following the sale of the business, Mark turned his talents to assisting local country clubs with perfecting their food and beverage options.
    Mark enjoys helping companies reach their capacity by guiding them to operate at the most effective and efficient levels while assisting them in being creative and highlighting the best elements of their operation.
    He is originally from the Cleveland, Ohio area and received his B.A. from the University of Wisconsin, Madison, in management and marketing. Mark resides in the northern suburbs of Chicago, Illinois, with his wife and three children.


    How to Increase the Value of Your Business | Steve Baker | 446 Mar 08, 2022
    Show notes

    How to Increase the Value of Your Business | Steve Baker | #22

    If you have a business and you are wondering how it will be viewed by investors, this is the show for you. On this episode of the Inside BS Show, Dave Lorenzo speaks with Steve Baker, a consultant who helps mid-market businesses get ready for sale or increase their value prior to a Mergers and Acquisition event.

    Chapters
    00:00 Introduction How Do You Increase The Value of Your Business
    01:25 Steve's Story: How He Became the Guy Who Increases Business Value
    02:15 A Definition of Commercial Operations
    06:00 An Example of How Steve's Company Cleaned Up Organizational Complexity
    08:00 Why Do Big Companies Lose Focus on Integration at Acquisition?
    13:00 Why Steve's Company is Good at Integration when Big Companies Drop the Ball
    14:50 How Does Steve Help a Company that Will Be Sold?
    18:00 What is the Value of Goodwill in an Acquisition?
    20::30 How does Steve Handle Intellectual Property During a Sale of a Business?
    22:00 How Does Steve Work with Companies That Have More Value When Broken Apart?
    27:30 When is the Business Only Valuable to the People Who Own and Work in It?
    30:00 Steve Tells a CE2 Success Story

    Steve Baker
    CE2 Partners
    (630) 240-2383
    www.ce2partners.com
    steve.baker@ce2partners.com

    About Steve Baker
    As a President, General Manager and Executive VP/Sales & Marketing, Steve successfully led global organizations to $450M in net sales and over 25% EBITDA. His direct experience is in industrial and commercial durable products working with direct, value-added, transactional and online sales channels globally; B2B and B2C. He has deep commercial operations expertise in industrial, healthcare, education, government, infrastructure and distribution sectors, working with companies from lower middle market to Fortune 1000. He is quick to learn new businesses and has a passion for working with organizations to execute initiatives faster and with greater accuracy, achieve a larger addressable market, leverage working capital and price for maximum financial impact. Steve is a master at developing, affirming and executing growth strategy; working cross-functionally; and achieving projected financial and strategic results.

    As an example:

    - Mid-market companies routinely struggle to decide and execute on their strategic options. We bring resources, investigation, data, and insights so they can 1) compare them and 2) make the best ones actionable.

    -A company’s business model needs to be updated to track with their overall commercial objectives for growth and profitability. Examples: After a strategic acquisition, as an example, when the newco business model needs to reflect the strategic objective. Or maybe their model has become too complex and expensive to operate, or maybe the market has shifted. Mid-market companies soften lack the resources or in-house expertise to determine what that model should look like and what it will deliver.
    -Other times, they just need data and insights on new customers or markets to execute a growth initiative.

    Steve also does sell-side M&A advisory, primarily working with companies to drive up the selling price by clearly articulating and then proving growth opportunities, including what implementation looks like, the strategic value, and the likely economic outcomes.


    The Power of Video for Your Business | John Yaworsky | 445 Mar 07, 2022
    Show notes

    Today video is a competitive advantage but more and more, it is becoming a necessity. On this episode of the Inside BS Show, Dave Lorenzo interviews John Yaworsky, an expert on video and digital communications. During this discussion, you will discover: How to use video. Why video is a huge competitive advantage. How you can get started making videos. And what type of videos to make.

    Chapters
    00:00 Introduction to the Power of Video for Your Business
    01:14 Video is Now Available to Everyone. Here's John's Take.
    04:22 Is a DIY Video Enough for Your Brand or Do You Need a Professional?
    05:12 Dave's Rule of Thumb for Using a Video Professional
    08:00 Why Specialization is Important in Shooting Video
    10:20 What is the Ideal Set-up for a Two Person Interview?
    14:30 What is "B-Roll" and why is it important?
    16:15 What is the Rule About Changing Frames to Keep People's Interest?
    17:29 Who does John Work With?
    25:25 How do You Decide the Style and Format for a Video?
    31:40 John Coaches Us on Being On Camera
    36:01 Why You Shouldn't Buy All Your Own Equipment
    37:17 When Does it Make Sense to Bring John in for a Video Shoot?

    John Yaworsky
    Producer/Director
    (312) 286-0933
    www.nimbledigitalmedia.com
    john@nimbledigitalmedia.com

    About John Yaworski
    John is the owner of Nimble Digital Media. He is a digital specialist, as well as a creative, technically savvy director/producer of film and video. With 20+ years of traditional and new media production experience, John brings to bear proven visual messaging expertise, and helps clients develop and execute the right blend of tactics to achieve objectives across all screens and channels.
    He began his career as a photographer and director of photography, and soon moved into producing and directing for film and video. John has been responsible for a wide range of projects, developing and overseeing creative treatments, as well as managing crews and budgets on feature films, commercials, marketing pieces and documentaries. John has produced for British Channel 4, Japanese NHK, and German ZDF, PBS and other U.S. Networks. Additionally, he has consulted, produced and directed projects for major U.S. corporations including Abbott, Boeing BP, CDW and Groupon as well as Georgetown, Northwestern and Johns Hopkins Universities.
    An award-winning director and producer, John's projects have earned an Emmy, three Tellys, The Kodak Award and Cine Golden Eagle. His work has placed in several international film festivals including Best Feature and Audience Award at the Los Angeles Independent Film Festival and Tribeca Features Festival.


    Are You Ready to Take Your Business to the Next Level? | Phil Gafka | 444 Mar 04, 2022
    Show notes

    Are You Ready to Take Your Business to the Next Level?

    Are you ready to take your business to the next level? Do you need some fresh thinking to help with business innovation? Do you lie awake at night thinking about issues you cannot discuss with anyone else? When your family doesn’t understand, your account is all about the numbers and your team needs guidance, a coach may be the best place to turn. On this episode of the Inside BS show, Dave Lorenzo interviews leadership coach and founder of Leap Coaching, Phil Gafka.

    Chapters
    00:00 Intro Take Your Business to the Next Level
    01:30 How Should We Be Thinking of the Next 6 to 12 Months of Our Business?
    03:45 What Will Your Legacy Be?
    06:00 What is the Culture of Your Business?
    07:00 What is the Difference Between Management and Leadership?
    09:20 How Do You Deal with Your Blind Spots?
    11:48 What Commitments Should We Make to Achieve Our Goals?
    15:00 How Do You Stick with Your Plan?
    18:30 What a Good Coach Does to Make You Consistently Successful
    24:30 Phil Shares a Case Study
    27:30 What Type of Client is Ideal for Phil?
    29:46 Where Can We Find Phil’s Ideal Client?
    31:00 How Do You Gain the Trust of a New Client Quickly?
    33:14 What in Phil’s Career Prepared Him for this Role?

    Phil Gafka
    Founder
    LEAP Coaching
    (847) 212-4903
    phil@leapcoaching.com
    www.leapcoaching.com

    About Phil Gafka

    Phil Gafka is a recognized leadership speaker, executive coach, and business consultant.
    Capitalizing on his experience as CEO of two successful companies and developing leadership performance at a variety of corporate levels, as a Certified Business Coach, Phil focuses on Executive Coaching, Leadership Development and Strategic Business Planning and Culture Development.
    Phil has spoken to a wide range of organizations ranging from Audi, Jackson National Life Insurance, and the National Kitchen & Bath Association.
    His first book is entitled “Hole-In-One Leadership - 9 Secrets to Mastering the Game of Leadership Greatness” was published in 2019.


    How to Get People to Remember You | Matt Deutschman | 443 Mar 03, 2022
    Show notes

    How to Get People to Remember You

    How do you get people to remember you? Is there something you leave behind to help people think about you after your meeting is over? What could your prospective clients use each day that could help them think of you?

    If you struggled to answer any of these questions, you need to listen to today's Inside BS Show. On Today's show, Dave Lorenzo interviews Matt Deutschman a promotional marketing expert. Matt shares his secrets for helping people remember who you are and the value you provide.

    Chapters
    00:00 Introduction to How to Get People to Remember You
    00:52 What Does Doubletake Promotional Marketing Do?
    01:30 What's the Coolest and Newest Thing Matt Has Seen in the Past Year?
    05:40 How to Use Logoed Products
    06:20 Dave Tells a Success Story with Promotional Products
    08:43 Matt Tells a Success Story with Promotional Products
    12:47 The Use of Logoed Apparel in Marketing
    14:32 What is the Best Way to Select an Apparel for Promotion?
    16:30 What Innovation is Matt Most Proud of in Promotional Products?
    19:20 What are Some Things Matt Has Used for Client Gift Programs?
    23:50 What are Great Employee Incentive Gifts?
    27:00 The Three Promotional Products Dave Lorenzo Uses All The Time
    29:42 What Are Some of the Tried and True Promotional Products

    Matt Deutschman
    Owner
    Doubletake Promotional Marketing
    (847) 324-9020
    matt@doubletakepromotionalmarketing.com
    https://doubletakepromotionalmarketin...

    About Matt Deutschman
    Matt is the owner of Doubletake Promotional Marketing, specializing in promotional products, branded merchandise, and custom decorated apparel. Matt and his team take a strategic marketing approach to working with clients to understand their brand and target market and provide effective solutions to their marketing goals. Doubletake has established expertise working with clients in the finance, professional services, advertising/marketing, higher education, and construction industries. Through the consultative process he employs, Matt can uncover needs and establish himself as a resource to his clients, and as a connector between his clients and other professionals. He is fourth generation in his family in his industry and founded Doubletake in 2010. Matt is also a children's book author and has published two books with more in process.


    The IRS Seizes Your Bank Account and Takes Your Passport. What Do You Do? | Steve Klitzner | 442 Mar 02, 2022
    Show notes

    The IRS Seizes Your Bank Account and Takes Your Passport. What Do You Do? | Steve Klitzner | #18

    You open your mailbox and that’s when you see it. An envelope with a return address that starts with three letters: IRS. What did you do? Did you forget to pay something? Did your CPA make a big mistake? Are you the target of an audit? The United States Government has infinite resources to come after you and take everything. They can seize your bank account, shut down your business and make your life hell. Steve Klitzner is the person people call when this happens to them. He represents people who have been the focus of the IRS’s wrath. On today’s Inside BS Show, Dave Lorenzo interviews Steve and uncovers what you can do when the IRS is knocking on your door.

    Chapters
    00:00 Introduction to Solving IRS Problems
    01:45 What is the Most Common Scenario People with IRS Problems Face?
    02:41 The IRS Makes Deals, In Fact, That’s Their Job, Right?
    04:00 Steve Kiltzner Has a Relationship with the IRS and He Tells a Story About How that Has Helped Clients
    04:45 There is Always a Financial Analysis in an IRS Case. What Happens if You Can Pay?
    06:00 What Happens to People Who Fell Behind on Their Taxes But DO NOT Have Money?
    06:50 How Much Information Does the IRS Have? How Much Do They Know?
    07:55 The Case of the Contractor Who Said Too Much to the IRS…
    09:00 The Reason You Should NEVER Talk to the IRS Without Representation
    09:15 When Do People Go to Jail for Not Paying Taxes?
    11:38 Why Licensed Professionals Should Be Highly Concerned About Unpaid Taxes
    12:47 Why Attorneys Sometimes “forget” to Pay Taxes
    14:39 Why April 15 is Not the day to PAY Your Taxes and When You Should Pay
    15:30 Here is the Step-by-Step Timeline for IRS Tax Issues
    16:35 What an IRS Transcript is and Why it is Important
    18:27 The IRS Can Take Your Passport! Who Does This Happen To?
    26:22 What Are the Most Common Red Flags that Trigger an Audit?
    29:30 Who is a Qualified Tax Professional?
    30:24 Who to Use for Your Taxes if You Are a Business Owner?
    33:00 What Is an Innocent Spouse and What Happens When Someone Gets Divorced?
    35:30 Can IRS Debt Be Discharged in Bankruptcy?
    38:05 Who is the Person Who Doesn’t Pay Their Taxes? It’s Not Who You Think.
    41:45 The Three Things Steve Does for His Clients
    45:00 What Steve Does as a Member of the IRS Advisory Council
    46:15 Why You Should Never Use a Non-Attorney Service that Advertises Tax Relief
    48:00 The Advantages for Using an Attorney to Work with the IRS
    52:53 Steve Works with Clients All Over the Country
    53:20 What is the Threshold for Steve to Take on a Case?

    Steve Klitzner
    IRS Problem Resolution Attorney
    (305) 682-1118
    https://floridataxsolvers.com/
    steve@floridaTaxSolvers.com

    About Steve Klitzner
    Steven N. Klitzner is a Miami attorney who practices exclusively in the area of IRS Problem Resolution.

    Steve is admitted to the United States Supreme Court, United States Tax Court, United States Court of Appeals for the Eleventh Circuit, and the United States District Court for the Southern District of Florida.

    In 2021, Steve was appointed to a three-year term with the Internal Revenue Service Advisory Council (IRSAC). The IRSAC presents an annual report of recommendations to the Commissioner of Internal Revenue.

    He is a charter member of the American Society of Tax Problem Solvers, a member of its Continuing Professional Education Committee, and a recipient of the organization’s Top Practitioner Award. He is a member of the Advisory Board and a Consulting Member of the Tax Freedom Institute, an association of tax professionals in defense of taxpayer rights.

    Steve frequently lectures around the country, speaking to enrolled agents, attorneys, and certified public accountants in the areas of collections, audits, and appeals.


    Estate Planning Master Class: Conversation with an Estate Planning Expert | Nina Stillman | 440 Mar 01, 2022
    Show notes

    Estate Planning Master Class: Conversation with an Estate Planning Expert | Nina Stillman

    Imagine if you could sit down with a brilliant attorney who cared about you and gave you amazing advice that prolonged your life and helped you plan for the future of your family. Wouldn’t that be an amazing gift? Think of a friend, with a superpower to help protect your assets while you are alive and make sure everything smoothly passes to your heirs when you die. Someone who is looking out for you.

    Most of us don’t have this person in our lives…until now.

    On today’s Inside BS Show, Dave Lorenzo interviews attorney Nina Stillman. Nina not only helps people protect their financial future, but she also has great advice for living longer and making sure your family is well cared-for.
    Join us for one of the most valuable sessions we’ve had to date.

    Nina Stillman
    Trust and Estates Attorney
    Nina@thestillmanlawgroup.com
    www.thestillmanlawgroup.com
    (312) 819-5358

    Chapters
    00:00 How to Plan for Your Death: Conversation with an Estate Planning Expert
    01:30 Why Nina Stillman is the Perfect Person to Talk About State Planning
    01:54 The Two Times You Need to think About Estate Planning
    02:20 Reasons Why Everyone Needs a Will
    04:30 What Other Documents Do We Need in Estate Planning
    05:50 What Happens with the Documents When Someone Dies?
    07:00 What is a Revocable Trust
    08:15 Can’t You Just Get a Will from Legal Zoom?
    10:20 How Can You Use Estate Planning for Asset Protection?
    13:00 Lessons Nina Learned from Her Entrepreneur Dad
    16:00 What Assets Should You Hold in Special Purpose Entities?
    18:00 The Story of Prince and How a Lack of Estate Planning Can Cost You
    23:00 The Things That Can Screw Up Any Good Estate Plan
    27:00 What Happens to Your Estate Plan When You Get Divorced?
    29:30 How Does Life Insurance Interact with a Trust?
    31:00 Set Up Guardians for Kids in the Event of a Divorce
    34:20 Why was 2021 a Challenging Year for Nina?
    40:00 The Importance of Being Checked for Brest Cancer

    Critical Information About Brest Cancer

    Where to Find FREE Mammograms
    https://www.freemammograms.org/

    Information About the Susan G. Komen Foundation (Brest Cancer)
    https://www.komen.org/

    About Nina Stillman
    Whether creating a complex estate plan for a family with assets in excess of 40 million dollars, including several businesses, real estate holdings in multiple locations and adult children and young grandchildren; drafting her opinion as an Expert Witness; working with a business and its owners to create a Buy/Sell agreement or draft contractual agreements; Nina brings the full force of her experience to safeguard her clients and secure their peace of mind. Nina’s legal analysis is second to none. It’s one of her greatest differentiators. Like most attorneys, Nina has an understanding of the various tools at her disposal to legally keep her clients safe. Unlike most, her experience allows her to analyze, testify, and render an opinion as an undefeated Expert Witness for legal malpractice trials. She is also uniquely skilled at deploying those tools in the most ethical, most binding manner. Another distinguishing characteristic is the depth of her understanding of the often profoundly intertwined relationship between an individual’s personal life and professional life. Nina believes they’re seldom separate concerns for business owning families.

    “I grew up in a family of five with a business owner father, and his business was the sixth member of the family at the dinner table most nights. We all shared in the business’ ups and downs and felt pride and attachment to the business.

    That’s where I got my business degree, at the dinner table."


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