Articles
Dodson Legal Group On
Estate Planning for Teens and Young Adults
Tragedy can strike at any moment, and teenagers and young adults are no exception, as exemplified by the recent COVID-19 pandemic and the numerous headlines about accidents involving young adults. College is a particularly unique situation. For the first time in their life, teenagers have a little bit more freedom to make their own decisions…
Dodson Legal Group On
Estate Planning for Parents with Special Needs Children
For parents, preparing for a child’s future if something happens to them is a daunting task with many factors to consider, but it is a very necessary task to complete. Adding in the factor of a child being disabled or mentally incapacitated elevates the stress aspect and the necessity of parents to have their affairs…
Dodson Legal Group On
Conservatorship vs. Guardianship in Texas
Many people do not know the difference between a conservatorship and a guardianship. That is understandable, because in certain states, both words can mean different things, and in other states, the words are used interchangeably. Both deal with legally incapacitated persons. In Texas, a Conservatorship and a Guardianship mean two very different things. …
Nathaniel Dodson On
The “Open Mic” Liability: Compliant Webinars and Live Streams for Capital Raising
The free steak dinner seminar marketing plans are dead. Today, capital is raised on Zoom, Google Meet, and YouTube Live. For syndicators and issuers, webinars are the ultimate conversion tool. They allow you to look investors in the eye (digitally), walk through the pitch deck, and answer objections in real-time. But the very feature that…
Richard Robinette On
The Inbox is the New Boardroom: Mastering Compliant Email Marketing for Capital Raises
For all the hype around social media and video marketing, one channel remains the undisputed king of conversion: Email. For syndicators and fund managers, an email list is an asset unto itself. It is where “leads” become “investors.” But unlike selling software or sneakers, selling securities through email requires navigating a complex web of regulations….
Richard Robinette On
The Rise of the “Issuer-Influencer”: Navigating Social Media Compliance in Capital Raising
Ten years ago, raising capital was a private affair, primarily done through friend ‘n family under Reg D 506(b) or often on golf courses. Today, it happens through LinkedIn, DMs through our social media, Instagram Stories, and Facebook boosted posts. We have entered the era of the “Issuer-Influencer.” Syndicators, founders, and fund managers are no…