The IC-DISC Show

Ep013: Setting Up for Success with Neal Block and David Berek

January 28th, 2020

Today we have a very special episode of the IC-DICS Show.

It's special because it's the first time we're speaking with a returning guest and it is the first time that we're talking with two guests. But the most important part is who those guests are.

Today we're talking with Neal Block and David Berek of Baker McKenzie. The release date of this episode (1/28/20) is also Neal's last day before he retires after 50 years with the firm; David is Neal's successor.

The show was a lot of fun. As you'll remember from Neal's last appearance, his experience gives him a wealth of insights. It was great to get both of their opinions on the different ways to structure an IC-DISC. Even during the show, I took many notes to that I could go back to our clients with new ways of structuring a second and third IC-DISC.

So there is a lot of really great information here for you, especially for closely-held family business that are trying to transfer inter-generational wealth as tax-efficiently as possible. For the advisors, the CFOs, and the owners of these types of companies, this episode is worth listening to.

I wanted to thank Neal for his time and wish him the best in his next step, and thank David for his insights. I know we'll be hearing from them both again in the future, but for the moment, there is a lot to listen to in this episode.


Show Notes


Be a Guest


Neal Block
David Berek