Legacy Begins Here – Estate Planning for the 1st Generation Entrepreneur
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Neeli G. Shah, Esq.
August 20, 2025
Description:
Estate planning for families can be simple or complex, depending on the family situation and the assets owned. Clients with family businesses can have unique planning issues, and clients who have started their own business – rather than inheriting it from their parents – may not even be aware of how important their estate plan actually is. The estate plan might still be simple, but the estate planner representing these clients must consider questions that often will add complexity.
- Do other family members participate in the business?
- Will the business continue if the founders pass away?
- If the founders have young children, who will run the business for their benefit, and how can the plan contemplate the children becoming involved down the road?
- What tax issues can’t be ignored?
Join InterActive Legal Advisor Neeli Shah for a practical discussion of these questions and more.
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Continuing Education Credits
InterActive Legal is not an approved Continuing Education (CE) Sponsor. However, several states and
regulatory agencies for a variety of professionals that participate on our teleconferences may still receive
continuing education credit for their participation. If a participant wishes to receive CE credit for their
participation in these teleconferences, they must apply to receive credit on their own and through their
individual states and regulatory authorities. It is the responsibility of the participant to file for CE
credit and is not guaranteed by the webinar sponsors.
Neeli G. Shah, Esq.
With 14 years of practical experience under her belt, Neeli understands that a well-drafted plan must not only be legally sound but also tailored to fit seamlessly within the unique dynamics of each family. Her journey began in India, and at the age of 13, she relocated to Hartselle, Alabama, bringing with her a wealth of life experiences, including the early loss of her father at the tender age of 2. This early encounter with life’s uncertainties and the complexities of a blended household ignited her deep appreciation for the critical importance of estate planning.
Above all, Neeli holds family and relationships in the highest regard and believes that proper planning can help families maintain strong bonds for many generations. Her personal background affords her a unique perspective, enabling her to serve her clients with an unparalleled comprehensive view that often transforms these professional relationships into enduring friendships.
With 14 years of experience in the Trusts and Estates industry, she has represented numerous individuals, families, small businesses, and non-profit organizations. Neeli strives to not just be an attorney, rather a trusted partner and advisor dedicated to making sure your family is protected for generations to come.
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