In this video, Mark will describe the strategies he uses to help clients preserve wealth, mitigate tax liabilities, enhance final estate values and create enduring philanthropic legacies. Several of the strategies shown will illustrate creative financing arrangements available through banks, credit unions and other specialty lenders.

Mark’s corporate goal is to create $100 million annually in new charitable donations working with clients, generous donors of non-profits and collaborating with allied professional like lawyers, accountants, bankers, investment and insurance advisors.

For more content from the 2nd Annual Cross-Institutional Lending Conference, please visit our website:

This video may contain information of general interest about current legal issues, but does not give legal advice.

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