If you would like to invite Mr. O'Grady to
speak for your organization or company, please contact him at (415)
986-8500.
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
- 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
- When your loved ones don’t want to talk
about it…and you must!
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