Speaking topics include:

• Agreements between family business owners
• Choice of business entity
• Estate planning choices for business owners
• Keeping key employees in the business for the long term
• Protecting the family from business creditors
• International business and estate planning
• Life insurance trusts and other ways of providing for liquidity
• Prevention & mediation of disputes between family members
  (or you don’t really know someone until you share an inheritance with them)
• Selecting a trustee
• How to work with your lawyer
• How to prevent elder abuse
• Family wealth transfers and trusts to address the burdens & benefits of inheritance (how to not give your children too much too soon)
• Naming guardians for minors and their money
• Estate planning for the blended family
• Minimize taxes
• Trust administration before and after the death of a loved one (including trustee’s legal duties, funding, distributions & accountings)
• The work flow after the death of a loved one (with or without probate)
• Mistakes made over and over and how to avoid them