Apr 25, 2013

Hancock Estabrook’s Estate & Business Succession Planning Seminar

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. 


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

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

Paul F. DAmico, 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 cant take it with youor 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.