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This high caliber, intensive program prepares the successful family business owner to become the visionary of his or her organization, suggesting ways to effectively steer the business into the next generation. This series is an absolute must for any organization considering a transition (intra family or otherwise) in the next 3 to 10 years. Seating is limited. Covered in the series are such topics as:
- What is the Business Worth?
- First Generation ~ Can Dad Retire?
- Business Continuity ~ Developing Your Checklist
- Succession Planning for the Next Generation
- Family Mission Statements
- Non Participating Family Members
- Rights of Entry/Exit
- Estate Planning ~ For All Generations
- Maximizing the Entity Value
- Liquidity Planning ~ Increasing Numbers, Increasing Complexity
- Owner Advocate Retirement Planning
Classes are held Thursdays from 8 a.m. to 9:30 a.m. at 39577 Woodward Avenue, Bloomfield Hills, MI (SW corner of Long Lake and Woodward). In addition to the Academy founders:
- Leah M. Arnold, CFP, Financial Advisor, Merrill Lynch - Bloomfield Hills
- Cynthia E. Brazzil, Esq., Director and Attorney, Kemp Klein Law Firm – Troy
Additional Guest Presenters may include:
- Melanie Duquesnel, Elite Commercial Lending - Shelby Township
- Leonard J. Gayeski, CPA, Fenner, Melstrom & Dooling - Auburn Hills
- Brenda M. Orlando, CPA, ABV, CFF - Clarkston
- Ursula C. Scroggs, CPA, Managing Director, Derderian, Kann, Seyferth and Salucci - Troy
This class is designed for the business averaging $500,000 or more per year in sales, with an owner who has the desire, the foresight, and the determination to plan for their organization’s transition to future generations. All generations are invited to attend.
Cost to participate in the entire event is $199 (early bird registration by January 15, 2009 is $149). To register via email, Click Here to contact Cynthia Brazzil or Click Here to contact Leah Arnold.
The Academy of Strategic Business Solutions has provided help and expertise to hundreds of Michigan business owners in class series with CEED, NAWBO, Walsh College, and Michigan Women’s Marketplace and continues to provide the most intensive and extensive class series available for Michigan Business Owners.
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Thomas V. Trainer will be a moderator (Plymouth only) and a presenter at this annual seminar put on by The Institute of Continuing Legal Education and co-sponsored by the Probate & Estate Planning Section and the Elder Law and Disability Rights Section of the State Bar of Michigan.
Mr. Trainer’s subject will be Practical Tips for Turbulent Times. Learn about the latest Medicaid developments, plus everything you need to know about Medicare Part D and homestead planning. Plus, learn to effectively draft “solely for the benefit of” trusts.
These all day seminars will be held on:
- Thursday, April 2, at the GVSU Eberhard Center,
301 W. Fulton Street, Grand Rapids, MI; and
- Tuesday, April 28, at The Inn at St. John’s,
44045 Five Mile Road, Plymouth, MI.
To register for either seminar, go online to www.icle.org or call 877.229.4350.
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Thomas V. Trainer will be a co-presenter at The Institute of Continuing Legal Education’s oldest and most popular program co-sponsored by the Probate & Estate Planning Section of the State Bar of Michigan.
Mr. Trainer will discuss Probate Litigation in the Shadow of the MTC. Topics covered will include: new notice requirements, litigation strategies to protect trustees, litigation strategies to protect beneficiaries, the impact on probate litigation, and litigating accountings.
These all day seminars will be held on:
- Thursday, May 14 - Saturday, May 16, at the Grand Traverse Resort & Spa,
100 Grand Traverse Village Boulevard, Acme, MI; and
- Friday, June 12 - Saturday, June 13, at The Inn at St. John’s,
44045 Five Mile Road, Plymouth, MI.
To register for either seminar, go online to www.icle.org or call 877.229.4350.
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