ACGSD Women's Series: The Founder’s Integrated Roadmap: Synchronizing Corporate Strategy & Estate Planning

The Founder’s Integrated Roadmap: Synchronizing Corporate Strategy & Estate Planning

Wednesday -May 6th, 2026

Success in business requires a synchronized strategy that connects your corporate structure with your personal long-term goals. Join ACG San Diego for a deep dive into the "Full Cycle" of a business, exploring how integrated planning at every stage protects what you are building and maximizes value at the finish line.

While this session features a distinguished panel of women leaders in the legal and financial sectors, the insights shared are universal. All founders, business owners, and advisors- regardless of gender- are encouraged to attend and gain a competitive edge in navigating the complexities of growth and transition.

Our experts will move beyond basic theory to provide a practical playbook for asset protection, tax efficiency, and deal readiness.

Featured Panelists:

• Rebecca L. Van Loon, Partner & Trusts & Estates Chair, Solomon Ward Seidenwurm & Smith, LLP

Rebecca Van Loon is an established leader in the estate planning community and an asset to the clients she represents. With a practice focusing in the areas of estate planning, trust and probate administration and taxation law, Ms. Van Loon assists families and individuals with all aspects of their estate planning needs, including wills, trusts, advance health care directives and financial powers of attorney. She also assists clients with estate, gift and property tax planning, including charitable gift planning.

• Jenny Ge, Special Counsel (Corporate/M&A), Cooley

Jenny focuses her practice on mergers and acquisitions, including complex cross-border transactions. She represents strategic and financial buyers and sellers in public and private M&A across industries, including life sciences, technology and artificial intelligence.

• Krystine W. Solomon, SVP & Fiduciary Strategist, U.S. Bank

As a Fiduciary Strategist, Krystine is responsible for providing trust advisory and estate service to individuals and families at all stages in life. Krystine recommends fiduciary strategies and helps manage the complexities of wealth preservation and distribution

What You Will Learn:

• The Proactive Advantage: How early entity formation and governance choices impact future valuation, tax outcomes, and exit flexibility.
• Personal & Corporate Readiness: Why core estate plans - wills, trusts, and powers of attorney- are essential for business continuity and avoiding probate.
• Structural Essentials: Navigating buy-sell provisions, vesting schedules, and the critical importance of funding your trust.
• Advanced Growth & Gifting: Leveraging valuation discounts and irrevocable trusts (GRATs, sales to grantor trusts) to shift future appreciation and reduce tax friction.
• Executing the Exit: How deal structures (asset vs. stock sales) ripple through a founder’s personal estate plan and long-term cash flow.
• Continuity & Liquidity Planning: Incapacity planning to ensure business operations continue and exploring tax opportunities like QSBS and DAFs.

Thank You To Our Sponsor- Cooley

As advisors to disruptive companies – particularly in technology, life sciences and high-growth industries – we see firsthand the power of innovation. As a result, we invest significant time and resources into implementing and developing the tools, systems and infrastructure necessary to dramatically transform the client experience. At Cooley, we believe innovation goes beyond the limits of technology and encompasses leading-edge processes and individual talents, creating a unique blend that benefits our professionals, our clients and our communities

Read More HERE

REGISTRATION OPEN NOW 

• ACG Members: $55
• Non-Members & Guests: $95

Agenda: