Bothell, WA Community

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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 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.

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

3 Bizniks attended this event

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  • Margaret Friedman
    Posted by Margaret Friedman, Seattle, Washington | Feb 20, 2009

    I'd love to attend if you ever wind up doing this workshop in Seattle~

    Margaret Friedman

  • David Sitlani
    Posted by David Sitlani, Seattle, Washington | Feb 21, 2009

    Margaret-

    I am hoping to host this event in Seattle in the near future. Thanks for your interest!

    -David

  • Natasha Packer
    Posted by Natasha Packer, Everett, Washington | Feb 24, 2009

    Sounds like it will be very informative. I'd love to attend the next one. Natasha Packer

Event Location

Thinkspace

8201 164th Ave NE
Redmond, Washington 98052
Tue Feb 24, 2009 5:30 PM

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Event tags

  • david sitlani
  • attorney
  • wills
  • trusts
  • estate planning
  • power of attorney