AMM Law Partner and Estate Planning attorney Jocelin A. Price joined Brian J. Sharkey, CPA, of Kreischer Miller accounting firm in Horsham, Pennsylvania for a program hosted by Exit Planning Exchange (XPX) Philadelphia Chapter on Thursday, February 26, 2026. The program, entitled “Estate Planning Before the Exit: Why Waiting Until the LOI Is Too Late,” provided an overview of best practices in exit planning for business owners, with a focus on the importance of early, proactive planning for best results in the sale of the business and/or its assets. The session demonstrated why planning must occur well before a transaction is contemplated, and how waiting permanently limits tax efficiency, control and family outcomes.
Jocelin A. Price concentrates her practice primarily in estate planning, asset protection and wealth transfer planning, planning for retirement and life insurance benefits, probate and trust administration, and estate and trust fiduciary litigation issues. Jocelin works closely with high-net-worth individuals, business owners, and their families, helping them implement their estate plans. Beyond preparing core planning documents such as Wills, Revocable Trusts, Powers of Attorney and Living Wills, Jocelin has extensive experience in developing more advanced planning techniques, including Irrevocable Life Insurance Trusts, Generation Skipping Trusts, Family Limited Partnerships, Limited Liability Companies, Intentionally Defective Grantor Trusts, Grantor Retained Annuity Trusts, Qualified Domestic Trusts, Charitable Remainder/Lead Trusts, and Private Foundations. To learn more about Jocelin Price, and AMM Law’s Estates and Trusts legal services, visit ammlaw.com.