BUFFALO, NY – Scott E. Friedman, chairman and CEO at Lippes Mathias Wexler Friedman LLP recently presented on “Planning for Generational Wealth Transfer” to the Western New York Planned Giving Consortium on November 14. Mary Owen, principal and senior advisor for Next Gen Advisors LLC, was also a panelist.

Both presenters shared some of the pitfalls and advantages they have seen when advising their clients on estate planning.

At Lippes Mathias Wexler Friedman, LLP, Mr. Friedman focuses his practice principally in two areas: working with entrepreneurs and family businesses. He advises clients across the United States on a wide range of matters relating to the unique dynamics of working with family members. Mr. Friedman also enjoys helping innovators establish companies, including developing financing strategies, business plans, and governance. In addition to his legal work at Lippes Mathias Wexler Friedman, Mr. Friedman is also the founding advisor of Next Gen Advisors LLC, a consulting company focused on helping families and their businesses flourish by applying a variety of cutting edge strategies informed by insights from social neuroscience and positive psychology.