Examine some of the most effective tax, business structure and estate planning strategies available to help your private business clients plan and prepare for succession and transition.  Lunch is included.

 

 

8:30

Registration

 

9:00

Using GRATs (Grantor Retained Annuity Trusts), Sales to “Defective” Grantor Trusts – Presented by Barbara Dalvano

 

9:50- 10:05

 

10:05 – 10:55

Tax-wise spin-offs of Business Activities and How Else to Extricate Assets from Corporations ⁄Partnerships - Presented by Allen Sparkman

 

10:55 –11:45

Financial Considerations in Selecting the Appropriate Vehicle for Minimizing the Tax Overhead involved with Succession to the Business  - Presented by Speaker TBD

 

11:45 – 12:00

 

12:00 – 1:00

Lunch Hour Panel Presentation:

Prospects for Reform and Repeal of Wealth Transfer Taxes - Presented by Speaker TBD

 

1:00- 1:15

 

1:15 – 2:05

- creation and funding

- operations: business-like enterprise or piggy bank

- audit and litigation, weathering the  storm

- exit straggles, drops and swaps

Presented by James R. Walker

 

2:05 – 2:55

-client and family-centered planning

-problem solving through facilitation

-dispute resolution using interest-based negotiation, mediation and arbitration

- ethical considerations

Presented by John DeBruyn

 

2:55 – 3:00

 

Denver:  CLE Classroom, 1900 Grant Street, Suite 300

Grand Junction:  1250 East Sherwood Drive

Colorado Springs:  421 South Tejon Street, Suite 100