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

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.