ABC's of Wills, Trusts and Estate Planning for Financial Professionals and Others

Attended

Hosted by David Sitlani & Peter Chee in Redmond, Washington

Type: Educational Workshop
When: Tuesday, December 9 5:30 PM to 7:00 PM

Members:

Free

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Event description

When discussing estate planning with small business owners, it is important to have a working understanding of both basic terms as well the many strategies and techniques available to ensure that the business owner is adequetely protected.

This seminar will begin with a introduction in the basics of Estate Planning including the importance of a Power-Of-Attorney, the difference between a Will and a Trust, and the "default" estate plan....or not planning at all and the negative consequence that could have to the small business owner.

We will then discuss more complex issues including:

-The Federal Estate and Gift Tax

-Washington Estate Tax

-Planning Beyond the Basics for the Business Owner

In addition to the seminar, I hope that those attending will be able to network and get to know one another. Please feel free to contact me if you would like me to discuss certain estate planning related issues, particularly those impacting business owners.

While this seminar is designed for financial professionals, others interested in the topic are encouraged and invited to attend.

About Thinkspace: Thinkspace provides cool space for up and coming companies. Everyone has their own definition of what their "think space" is and we have a mix of all different kinds of space such as shared coworking space, private offices, virtual offices, and meeting rooms in a Class A, LEED-CI certified green-interior building." Read more at http://www.thinkspace.com

UPDATE - I will also be hosting this event in Queen Anne at the Library on Wednesday Dec 3rd at 5:30pm.

5 Bizniks attended this event

Al Green

Commodity Trading Advisor

Medina, Washington
Cheryl Kakalia

Serving Seniors With Belongings to...

Bellevue, Washington
Geoff Koepp

Financial Advisor Planner

Bellevue, Washington
Kate Phillips

Coach and Money Mindset Specialist...

Carnation, Seattle, Washington
Marcus Maurer

Financial Advisor

Seattle, Washington

Discuss this event

Posted by Ute Medley, Seattle, Washington | Nov 15, 2008

Looking forward to listen to David's helpful information.
Posted by Kate Phillips, Carnation, Seattle, Washington | Dec 05, 2008

THis is something I can afford to learn more about! THanks for offering this.

Practical Prosperity and Financial Healing
Posted by Barbara Boren, Seattle, Washington | Dec 09, 2008

I wish I could attend but I'm already committed- hope you offer this event in Seattle sometime!
Posted by Al Green, Medina, Washington | Dec 10, 2008

I enjoyed David's presentation very much. Estate and medical planning are really fascinating topics, something each of us should be well versed in, especially as the particulars of these laws change , and mistakes in this area can be very costly down the road. Many things I thought I understood turned out to be old news....and the up to date information will help me very much in both my business and personal life. Thinkspace is a great venue, and David is a skilled educator with a great ability to communicate legal concepts. I would highly recommend this to all.