(Preserving the Wealth of Your Enterprise for Your Heirs)<\/strong><\/p>\n\n- What is an Estate Plan and what it can do for you?<\/li>\n
- Maintain control of businesses and other assets during times of incapacity<\/li>\n
- Provide security for both the grantor and their beneficiaries<\/li>\n
- Provide for minors or special needs children<\/li>\n
- Minimize estate taxes and administrative fees<\/li>\n
- Provide expert management of estate assets<\/li>\n
- Avoid the time and expense of Court supervised probate proceedings<\/li>\n
- Avoid the time and expense of Court supervised conservatorships<\/li>\n
- Maintain privacy<\/li>\n
- Tools & Techniques of Business Succession Planning<\/li>\n<\/ul>\n<\/div>
Track 4: ESTATE PLANNING (Emphasis on Parents)<\/div>
How to Manage End-Of-Life Processes For Your Parents and Estate Planning<\/strong><\/p>\n\n- The advantages and disadvantages of Wills and Living Trusts<\/li>\n
- How to maintain your privacy and protect your estate against a living probate if you become disabled<\/li>\n
- How to plan before you need Long Term Care<\/li>\n
- How to leave property to your children – yes, there’s a right way and wrong way!<\/li>\n
- How to protect your children’s inheritance from their future ex-spouses, lawsuits and other claims<\/li>\n
- How to preserve your estate for your kids if your surviving spouse gets remarried<\/li>\n
- How Probate works and more importantly, how you can avoid Probate altogether!<\/li>\n
- How to provide for special needs (disabled) children and grandchildren<\/li>\n<\/ul>\n<\/div>
Track 5: BUSINESS SUCCESSION, TRANSFER & EXIT STRATEGIES<\/div>
Business Transfer Strategies for Families and Key Persons<\/strong><\/p>\n\n- Business Continuation<\/li>\n
- Types of Buy-Sell Agreements<\/li>\n
- Business Owner Disability<\/li>\n
- Business Owner Sample Group<\/li>\n
- Business Valuation<\/li>\n
- Business Overhead Expense<\/li>\n
- Business Succession – Selling Your Business<\/li>\n
- Family Attribution<\/li>\n
- Financing the Replacement of a Key Employee<\/li>\n
- Protecting Against the Loss of a Key Employee<\/li>\n
- Stock Redemption Plan<\/li>\n
- Taxes on Premium Paid by a Corporation<\/li>\n
- Transfer for Value<\/li>\n
- Types of Corporate Continuation Plans<\/li>\n
- Who Should Own the Policy?<\/li>\n<\/ul>\n<\/div>
Track 6: CHARITABLE PLANNED GIVING<\/div>
The Tools & Techniques of Planned Charitable Giving<\/strong><\/p>\n\n- How to Enhance the Value of a Charitable Gift<\/li>\n
- Your Gifting Limitations Under Current Law<\/li>\n
- What Are Planned Gifting Strategies?<\/li>\n
- Real-World Situations and Examples<\/li>\n<\/ul>\n
Which Gifting Strategies Are Appropriate for You?<\/strong><\/p>\nDetermining the most appropriate gifting strategy depends on what you hope to achieve with your gift. Consider whether you want to:<\/p>\n
\n- Maximize your gift to charity<\/li>\n
- Maintain control of your donation<\/li>\n
- Increase your income during your lifetime<\/li>\n
- Reduce your income taxes<\/li>\n
- Preserve your estate for your heirs<\/li>\n<\/ul>\n<\/div>
Track 7** KEYS TO SOUND FINANCIAL MANAGEMENT<\/div>
Take Control. Be Prepared. The Process of Creating a Financial Blueprint<\/strong><\/p>\n\n- What is Financial Planning?<\/li>\n
- Six Keys to Financial Success<\/li>\n
- Roadblocks to Financial Success<\/li>\n
- Financial Management Process<\/li>\n
- Cash Management<\/li>\n
- Risk Management and Asset Protection Planning<\/li>\n
- Tax Legislation: New Tax Legislation and How It Will Affect You<\/li>\n
- Retirement Plans: Retiring From Your Enterprise<\/li>\n
- Investment Planning<\/li>\n
- Business Management<\/li>\n
- Business Continuation: Preparing for the Future of Your Enterprise<\/li>\n
- Estate Planning: Preserving the Wealth of Your Enterprise<\/li>\n
- Putting It All Together: Create a Financial Blueprint to Determine Your Unique Strategies<\/li>\n<\/ul>\n<\/div><\/div>\n
Book A Speaker <\/a><\/div>\n","protected":false},"excerpt":{"rendered":"SELECT THE […]<\/p>\n","protected":false},"author":77,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":[],"acf":[],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/barthattorneys.com\/wp-json\/wp\/v2\/pages\/556"}],"collection":[{"href":"https:\/\/barthattorneys.com\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/barthattorneys.com\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/barthattorneys.com\/wp-json\/wp\/v2\/users\/77"}],"replies":[{"embeddable":true,"href":"https:\/\/barthattorneys.com\/wp-json\/wp\/v2\/comments?post=556"}],"version-history":[{"count":0,"href":"https:\/\/barthattorneys.com\/wp-json\/wp\/v2\/pages\/556\/revisions"}],"wp:attachment":[{"href":"https:\/\/barthattorneys.com\/wp-json\/wp\/v2\/media?parent=556"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}