A Conversation About Family Lending

 

Partner Jon McGowan joins Bay Point Wealth team members to discuss the ins and outs of intra-family loans. Episode 10 discusses how to approach lending money to family members, exploring priorities, setting expectations, repayment, and tax consequences.

 

 

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Jonathan McGowan

Jonathan McGowan

Jon is a partner of the firm and a member of the Business Law, Estates & Trusts, Real Estate, and Commercial Finance practice groups. His business practice focuses on assisting clients in the areas of mergers and acquisitions, corporate finance and securities, and general corporate matters. In addition, he counsels individuals and families to help develop custom estate plans and business succession plans that address the client’s specific needs to help protect and impart their legacy. His real estate and finance practice touch areas of acquisition, development, leasing, and lending in the representation of buyers, sellers, and private and commercial lenders. Jon also serves as Counsel to the firm’s affiliated title company, Eagle Title. Contact Jon at jmcgowan@liffwalsh.com or (443) 569-7389

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