I'd love to attend if you ever wind up doing this workshop in Seattle~
Margaret Friedman
Hosted by David Sitlani & Peter Chee in Redmond, Washington
Type: Educational Workshop
When: Tuesday, February 24 5:30 PM to 7:00 PM
Fee: Free
334 views
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 adequately 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, attendees 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.
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I'd love to attend if you ever wind up doing this workshop in Seattle~
Margaret Friedman
Margaret-
I am hoping to host this event in Seattle in the near future. Thanks for your interest!
-David
Sounds like it will be very informative. I'd love to attend the next one. Natasha Packer
8201 164th Ave NE
Redmond, Washington 98052
Tue Feb 24, 2009 5:30 PM
Tue Oct 13, 2009 | 332 views | 10 attended
Tue Sep 29, 2009 | 325 views | 5 attended
Tue Jun 30, 2009 | 465 views | 9 attended
Thu Apr 23, 2009 | 655 views | 11 attended
Tue Mar 31, 2009 | 326 views | 6 attended