Business Succession Planning

Date: Wednesday, April 20, 2011
Time: 7:30 AM - 9:00 AM
Location: Southfork Hotel, Plano
Speaker: Shawna Brown

 

BREAKFAST MEETING
WEDNESDAY, APRIL 20, 2011
(Breakfast served 7:30-8:00 a.m., Program 8:00-9:00)
SOUTHFORK HOTEL
(East side of US 75 just north of 15th Street)
RESERVATION DEADLINE: THURSDAY, APRIL 14
(PAYMENT MUST BE IN COUNCIL’S OFFICE BY THURSDAY, APRIL 14)
 
ESTATE PLANNING AND BUSINESS SUCCESSION
SHAWNA BROWN
 
In this presentation, Shawna Brown will discuss a range of estate planning issues of family business owners, including determining the value of the business and the goals of the family and identifying solutions that will address the estate tax issues.  The solutions to be discussed include lifetime gifts, irrevocable life insurance trusts, limited partnerships, GRATs, selling assets to defective grantor trusts, planning for S corporation businesses, and post-death planning, including funding bypass and marital trusts with ownership interests in the family business and using disclaimers. Ms. Brown is a tax attorney who currently practices in Dallas in the areas of estate planning and estate administration. She was recently named by her peers as one of the “Best Women Lawyers in Dallas" in D Magazine. She received an LL.M. in Taxation (a Master of Laws degree) from NYU School of Law, after attending the University of Arkansas for her undergraduate and J.D. degrees. She is Board Certified in Estate Planning and Probate by the Texas Board of Legal Specialization. In her 30 years of practice, Ms. Brown has been a tax litigator with the Department of Justice, served as Assistant General Counsel of a public company, and worked in private practice as a tax attorney for many years. 
 
Continuing education credit pending for 1.0 Hour.
 
Membership dues do not include meals. Credit Cards are not accepted. Please complete this form, enclose a check (payable to Estate Planning Council of North Texas) and mail to: Estate Planning Council of North Texas, P. O. Box 38553, Dallas, TX 75238-8553THERE WLL BE 5 MEALS AVAILABLE FOR WALK-INS ON DAY OF MEETING (FIRST COME, FIRST SERVE). ALL OTHER WALK-INS WILL BE “PROGRAM ONLY”. Members who have already paid in advance for all meetings for the year MUST register (you can send an e-mail to northtexasepc@yahoo.com) so we will have a count for the number of meals to prepare and number of outlines to print.
 
Member: $25 (includes meal); Guest: $30 (includes meal); Program Only (no meal): $15
 
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NOTE: WALK-IN PRICES ON DATE OF MEETING: Member: $30 (includes meal); Guest: $35 (includes meal); Program Only (no meal): $20
 
PATRON: We would like to thank the following patron for their support:  The Catholic Foundation
 
Is your organization interested in sponsoring a meeting? Contact Teresa (214-340-8020) for more information.


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