PITTSFIELD, MA, September 15, 2016 – Berkshire Bank, America’s Most Exciting Bank®, is excited to announce the upcoming Business Succession Planning Breakfast being held by the Wealth Management team on Wednesday, September 28, 2016.
The Business Succession event will feature guest speakers Steven Dane and Michele Feinstein. Steven Dane, CPA, CFF, ABV, is a partner in the CohnReznick’s tax practice. He brings 35 years of professional experience to this event, offering knowledge in estate and succession planning, trust administration services and the mechanics involved in transitioning and operating business entities. Steve has also authored articles on business valuation matters for publications such as Massachusetts Lawyers Weekly and Connecticut Law Tribune.
Michele Feinstein, attorney and shareholder in Shatz, Schwartz and Fentin, P.C, offers a wide range of experience in this field. In her current position, she practices in areas of estate planning, litigation and business planning, including all aspects of planning for the succession of business interests. She is also Senior Adjunct Professor of Law at Western New England College in the post-doctoral LLM Program for Estate Planning and Elder Law.
Berkshire Bank’s Wealth Management team is hosting this event to provide the opportunity for business owners to learn more about business succession planning, offering their services and the wisdom of both knowledgeable speakers. This event will be held Wednesday, September 28 from 7:30 to 9:30 PM at The Colony Club in Springfield, MA.
This event is open and welcome to the public. If you would like to attend, please RSVP to Stacey Jarmuzewski via email, [email protected] or phone, 413-564-6212 by September 21, 2016.
About Berkshire Bank Foundation
Through foundation grants to nonprofits, scholarships to students, environmental programs, and employee volunteerism, Berkshire Bank is making a difference. Each year the Foundation donates over $1.8 million to nonprofits in the Bank’s footprint and employees provide over 40,000 hours of volunteer service. Berkshire Bank was named one of Massachusetts’ Most Charitable Companies by the Boston Business Journal in 2015 and 2016. This year, Berkshire Bank and NESN teamed up to raise $38,000 for Habitat for Humanity by donating funds to the Hockey 4 Housing campaign each time the Boston Bruins achieved a penalty kill. To learn more about Berkshire Bank Foundation, visit www.berkshirebank.com/community
About Berkshire Bank
Berkshire Hills Bancorp (NYSE: BHLB) is the parent of Berkshire Bank, America’s Most Exciting Bank®. The Company, recognized for its entrepreneurial approach and distinctive culture, has $8 billion in assets and 91 full service branch offices in Massachusetts, New York, Connecticut, and Vermont providing personal and business banking, insurance, and wealth management services. The company has a pending agreement to acquire First Choice Bank, a $1.1 billion bank with eight branches in Princeton, New Jersey area and a national mortgage originations subsidiary. Berkshire Bank was named one of Massachusetts Most Charitable Companies in 2016 by the Boston Business Journal. To learn more, visit www.berkshirebank.com, call 800-773-5601 or follow us on: Facebook, Twitter, and LinkedIn. Berkshire Bank is the official bank of NESN’s Boston Bruins coverage.