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Understanding the Issues of Transferring a Business to Chari...

Understanding the Issues of Transferring a Business to Charity

Wednesday, September 15, 2010 from 9:45 AM to 12:00 PM (PT)

Carlsbad, CA


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Understanding the Issues of Transferring a Business to Charity

 

Presented by Tom Rey

Wednesday, September 15, 2010 at 10:00 am Pacific Time

 

To help strengthen our professional relationship, I would like to invite you to join me and other advanced practitioners for a one-hour teleconference designed to help you learn how the advisor team can collaboratively and effectively plan for clients.  This teleconference is approved for 1 CFP credit.

For our clients owning closely held business interests, business succession planning is a critical component of the planning effort. As advisors, we need to 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 other advisors who are able to design and implement the desired planning structures.

This critical presentation will explore the options available when the client’s goal is to pass a family business to charity, either because of the (perceived or real) lack of family members or key employees able to sustain the business, or because of the client’s overriding philanthropic intent.  Learn from the advisor who wrote the book (Charitable Gift Planning: A Practical Guide for the Estate Planner) as to the pros and cons of charitable options for business owners.

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 September 15th!

 

Sincerely,

 

Debra Leffler Streeter

 

 

 

 

 

When

Wednesday, September 15, 2010 from 9:45 AM to 12:00 PM (PT)

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Where

Streeter Law Group, A PC
2385 Camino Vida Roble, Suite 101
Carlsbad, CA 92011




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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

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