Top 10 Estate Planning Ideas for
Owners of Closely-Held Business Interests
Telephone – Webinar – Audio/Visual CD Rom
Wednesday, December 16, 2009
8:00 am – 9:30 am Pacific
9:00 am – 10:30 am Mountain
10:00 am – 11:30 am Central
11:00 am – 12:30 pm Eastern
Everyone will have an estate, the only questions are how large it will be, how much the government will take, and will your heirs fight about it. This presentation will present a “top 10” list of estate planning dos and don’ts for owners of closely-held business entities.
HIGHLIGHTS
WHY SHOULD YOU PARTICIPATE?
This session is a cost-effective way to learn estate planning concepts that may save your family members thousands (or even millions) of dollars. It will include useful techniques with appropriate examples. There will be no travel costs, no time lost from work, and no one will be required to leave the institution.
WHO SHOULD ATTEND?
This informative session is designed for business owners and their financial advisors.
Please note: Your registration fee allows you to have one telephone connection. However, as many people as you like may listen from your office speaker phone. If you register for the webinar, your registration fee also includes one internet connection from a single computer terminal.
ABOUT THE PRESENTER – Eric J. Larson, JD & CPA, Bever Dye, LC
Eric J. Larson is both a CPA and an attorney. He has practiced for over 30 years with the Wichita, Kansas law firm of Bever Dye, LC, which limits its practice to tax, estate planning, business and related areas of the law. He is a fellow in the American College of Trust and Estate Counsel, has served as president of the Tax Section of the Kansas Bar Association and the Wichita Estate Planning Council, and currently serves on the Board of Directors of the Kansas Society of CPAs. Eric has been listed as a “Best Lawyer” in the fields of tax, trust and estates for over 10 years, and has been designated a “Super Lawyer” in tax law in Kansas. He is licensed to practice law in Kansas, Texas, and Nebraska.
WHAT IS A TELEPHONE/WEBINAR SEMINAR?
This training method allows unlimited listeners on your office speaker phone. By choosing the webinar option, participants will also be able to view online visuals as the presentation is delivered. Registrants receive a toll-free number and pass code that will allow entrance to the seminar. The session will be approximately 90 minutes, including question and answer sessions. Seminar materials will be sent prior to the broadcast along with hookup instructions. Your pin number, hookup instructions and handouts will be emailed to you. You will need the most current version of Adobe Acrobat Reader available free at www.adobe.com.
CAN’T ATTEND THE SCHEDULED TRAINING? ORDER THE AUDIO/VISUAL CD ROM!
As an added benefit, you may purchase a CD Rom* of this presentation. The CD includes the original audio/visual presentation, the question and answer sessions, and the handouts. In addition, you will be able to contact the presenter if you have follow-up questions. Use this “off-the-shelf” training program for those that could not attend the live seminar and for future training. AFFORDABLE, PROFESSIONAL TRAINING, WHEN AND WHERE YOU CHOOSE.
*CD Rom for PC use only