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COMMENTS FROM PARTICIPANTS
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"I gave the presentation a '9' on a scale of 1 to 10 in terms of clarity and practical and useful content."
Jeff Rodgers, President and CEO,
Matrix Manufacturing, Inc.
"We found Mr. Moore's presentation "Stage 2 Business Solutions"™ to be of tremendous value in getting us to "begin the planning process". Great job!
Matt Metzger, COO
Metzger Trucking, Inc.
“Prior to attending the workshop “The Truth About Estate Planning In An Era of Tax Reform “ we were both confused and concerned about a lot of information we thought we knew in this area especially things we had been told regarding what Mr. Moore calls “family and business wealth protection planning” and “business succession planning”. The workshop provided clear, down to earth ideas and strategies and a clear path to follow”
Cathy Gildner, CFO,
Cheboygan Cement Products, Inc.
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ABOUT JAMES L. MOORE, JD
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James L. Moore, JD, Counselor at Law, principle and founder of
The Law Offices of James L. Moore, PC is known as the
“expert’s-expert”. Moore’s reputation as a practical problem solver
and bottom line communicator provides an environment which
allows him to connect with the audience due to his extensive
personal, legal, and practical business experience. Moore has 30
years of experience as an estate planning, business succession
and tax attorney helping hundreds of clients plan for, protect, and
preserve their personal estates and businesses. Moore’s focus
provides a proven system that allows individuals and business
owners to pass along their wisdom and legacy values with their
wealth and business.
As a Senior Contributing Fellow with the National Network of
Estate Planning Attorneys and a former member of the National
Advisory Council of the US Small Business Administration
appointed by then President Ronald Regan, Moore is a sought
after speaker and legal strategist. He has spoken to groups of
tax, legal, financial, and other business professionals ranging from
small business owner retreats to 5,000 participant weekend
personal development seminar.
Moore obtained his Juris Doctorate after the completion of a tour of
duty in Viet Nam as a Marine Corp infantry officer. Since then, he
has added to his professional education by obtaining the Advanced
Estate and Business Succession Planning designation through the
National Network of Estate Planning Attorneys.
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TOPICS OF INTEREST TO BUSINESS OWNERS
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- Strategic Planning for Business Owners
- Tax Reduction Strategies
- Succession Planning Strategies
- Advanced Estate Planning Strategies
- Family and Business Wealth Protection Planning
- Stage 2 Business Solutions™ Objective Review
- Business Relationships, Roles and Succession Blueprinting
- Client Centered Counseling and Design Programs
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Click here for a printable bio.
The Personal Information Form is available for download on the Links page.
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