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Hancock Estabrook's Estate & Business Succession Planning Seminar

Thursday, April 25 - 10:00 a.m. to noon 

Belhurst Castle, Geneva, NY  

Hancock Estabrook, LLP will host this complimentary seminar, which will focus on current trends and issues in estate and business succession planning. 

AGENDA:

Introduction/Welcome Remarks 10:00 a.m. – 10:15 a.m.

Wendy A. Marsh, Esq., Hancock Estabrook, LLP

Paul F. D’Amico, Registered Representative, John Hancock Financial Network

Introduction to Estate Planning 10:15 am. – 11:00 a.m.

• Primer on Using Trusts in Estate and Long Term Care Planning

• Update on the Estate Tax Laws (Federal and New York State)

• Portability – “You can’t take it with you”…or can you?

Karin Sloan Delaney, Esq., Hancock Estabrook, LLP

Marion Hancock Fish, Esq., Hancock Estabrook, LLP

Practical Aspects of Business Succession 11:00 a.m. – 12:00 p.m.

• Understanding the Generations

• Funding the Business Succession Plan

• Maintaining Flexibility within the Business Succession Plan

• Avoid the Hidden Traps

 Richard E. Scrimale, Esq., Hancock Estabrook, LLP

• Using Business Dollars for Personal Benefits

• Selective Executive Retirement Plans

• Long-Term Care as an Employee Benefit

• Preferred Methods to Funding the Buy-Sell Agreement

 Sam Leonardi, Regional Marketing Director, National Long-Term Care Brokers

 

LUNCH 12:00 p.m.

Seating is limited.

Please contact Cindy Strouse at (315) 565-4500 or

cstrouse@hancocklaw.com to register.