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Please join us in my office as we participate in a monthly teleconference series designed to help you learn how the advisor team can collaboratively and effectively plan for clients. This teleconference is approved for 1 CFP credit.
This conference presented by Bruce Abernethy, Esq. and will be held Wednesday, August 18, 2010 at 10:00 a.m. Registration and brunch begin at 9:45 a.m.
For our clients owning closely held business interests, business succession planning is a critical component of the planning effort. As advisors, we must be at least generally aware of the various “tools” that are available to help our clients reach their planning objectives. This general understanding “opens the door” to client centered collaborations with advisors who are able to design and implement the desired planning structures.
This presentation will illustrate the application of one particular planning tool that is often useful in situations where a client’s goal is to pass a family business interest “down stream” – i.e., to one or more younger generation family member(s). The transaction is generally referred to as a “sale to a grantor trust” transaction. The program will not only focus on some of the technical aspects of the techniques, but will also demonstrate an effective way to explain and present the technique to clients and their advisors in a way that they will better understand.
Please register by clicking on the "Register Now" button or call our office at (760) 930-1987, ext 3#. My assistant, Chris Cazier, will call to confirm your attendance. Seating is limited, so please enroll early. I look forward to seeing you on August 18th.
Sincerely,
Debra Leffler Streeter
Where
Streeter Law Group, A PC
2385 Camino Vida Roble, Suite 101
Carlsbad,
CA 92011
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Hosted By
Streeter Law Group, A PC
Our mission is to have a client-centered firm, where our first consideration is our client’s goals. We then work as a collaborative team where we, as part of that team, develop legal strategies that are unique to each client to help the client achieve their goals. Our goal is to establish a life-long relationship with each of our clients. To that end, we strive to have regular contact and thorough communication with each client to make sure we are taking into account changes in their business, personal and family goals as well as changes in the law. Thorough communication is achieved when we listen to our clients goals and concerns and apply our unique expertise to provide choices of solutions.
2385 Camino Vida Roble, Suite 101 Carlsbad, CA 92011
(760) 930-1987
WWW.STREETERLAW.COM
