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If you are a financial
services professional or member of a group, such as
a social, professional,
investment, or philanthropic
organization and would like to have us present to
your group or clients, please complete the form to
the right. |
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Suggested Topics Include:
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“Gift to Your Family, Not
the Government”
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“So You Think You Want to
Die in 2010”
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“Family Limited
Partnerships, Are they Right for You?”
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“Gifting Smartly”
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“Holding Investments in Limited Liability Companies”
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“Buy/Sell Agreements”
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“Business Succession
Planning”
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“LLC,
LLP, GP or Corp...Which Acronym Should You Pick"
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Please complete the form below to
schedule a seminar.
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