David Sitlani

ABC's of Wills, Trusts and Estate Planning for Financial Professionals and Small Business Owners

Attended

Hosted by David Sitlani in Seattle, Washington

Type: Educational Workshop
When: Tuesday, June 30 5:00 PM to 7:00 PM
Fee: Free

464 views

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 workshop there will be a Biznik only networking session from 5-5:30pm and the workshop will then start at approximately 5:30pm.

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.

9 Bizniks attended this event

Christopher Mitten

Remodelor

Mercer Island, Washington
greg thayer

Manufacturing Engineering

Renton, Washington
Justin Dagna

Certified Public Accountant

Bothell, Washington
Kelly Jean Davis

Graphic and Web Design

Seattle, Washington
Michael Falangus

Financial Services Associate

Bellevue, Washington
Paul Sweum

Indexer ~ Technical Writer ...

Bellevue, Washington
Sally Dagna

Bookkeeping, Tax Prep & Payroll

Mill Creek, Washington
Stacy Willoughby

Financial Advisor

Lynnwood, Washington
Tammy Butler

Secure Financial Strategies

Seattle, Washington

Discuss this event

Posted by David Sitlani, Seattle, Washington | Jun 09, 2009

Paul, Charles and Pean Pierre:

Thanks for signing up for the event. Please let me know if you have any specific questions related to either estate planning or business succession planning.

I look forward to seeing you on the 30th!

Best, David
Posted by Paul Sweum, Bellevue, Washington | Jun 10, 2009

David...it's possible I may have to bow out of this event, as I'll be leaving for Idaho at the end of the month but don't know specifically on what day. I'll bow out to create an opening when I my departure plans are clearer...but either way I'm looking for a little ABC's 101 on this subject matter.

Your indexer and hyphenation consultant with a smile!
Posted by Karrie Kohlhaas, Seattle, Washington | Jun 11, 2009

Hey David, thanks for the heads up about this event.

I'd like to learn more about Revokable Living Trusts myself. I know a bit but would like to learn more.

Also want to learn things we should know as business owners that could affect our partners when we die. What do we have to have in place, specifically for our businesses, to prevent a financial mess that our partners have to clean up?

Thanks and looking forward to it! Karrie

ThoughtShot Business Consulting
Posted by David Sitlani, Seattle, Washington | Jun 11, 2009

Karrie,

Thanks for your questions. I will be sure to discuss Revocable Living Trusts (RLTs) and how they are often used in estate planning. I will also touch on some steps that can be taken by business owners to integrate their business as part of their over all estate plan.

Thanks again for the questions...keep them coming!

Best, David
Posted by Allen Cooper, Seattle, Washington | Jun 25, 2009

Hi David,

I was looking forward to attending this event.

I just found out that I will be tied up with work and won't be able to make it.

I am sorry about the last minute cancellation.

Have a great event, Allen

Allen Cooper-Strategic Real Estate Investments
Posted by Cassandra Lanning, Kirkland, Washington | Jun 29, 2009

Please have this event again. I am unable to attend this one but this is a subject I would like more info on. Thanks!
Posted by Tammy Butler, Seattle, Washington | Jun 29, 2009

Is there a good place to park there? I hate going down town, but this sounds like an interesting event. I am looking forward to it.
Posted by David Sitlani, Seattle, Washington | Jun 29, 2009

Cassandra-

Thanks for your interest! I will let you know when I host the event again - likely in Redmond sometime in the fall.

Tammy-

Thanks for signing up. The Mosaic Coffeehouse is actually in Wallingford - close to I-5 and parking should not be a problem.

I look forward to seeing everyone tomorrow!

-David
Posted by Mark Walters, Seattle, Washington | Jun 29, 2009

David - Good luck with this event. You do such a good job at these, and everyone that comes will greatly benefit.
Posted by Jose Sanchez, Lynnwood, Washington | Jun 30, 2009

David, I'm sorry for pulling out. I just found out I have a faculty meeting to attend tomorrow night. I'll make sure to sign-up for your next event. Thanks.

Jose
Posted by Karrie Kohlhaas, Seattle, Washington | Jul 01, 2009

David, I have a friend in town and cannot make it tonight. I will catch one of your events in the future. Have a great evening!

Karrie

ThoughtShot Business Consulting
Posted by Jeff Bean, Seattle, Washington | Jul 01, 2009

David, sounds like you've got a winner of a program here! As many say "do it again!"

Jeff