Program Description
Every business must consider succession in its long-term planning.
If there are multiple heirs, who has the deciding vote on major
decisions? How are assets and responsibilities to be divided among
the heirs? The questions that will arise can be complicated and
should be dealt with before they come up. This program discuss
several of the issues involved in succession of a business, including
the following topics:
Succession
Planning for
Closely Held
Businesses
Dates/Locations:
6
6
6
6
6
6
6
Non-tax issues;
Choice of entity
Transferring closely held business interests;
Buy-sell agreements;
S-Corporation planning issues;
Special issues for partnerships and LLCs; and
Liquidity issues and post-mortem tax planning.
Tuesday
September 27, 2005
Hamburger University
McDonald’s Office Campus
2815 Jorie Boulevard
Oak Brook, IL 60521
630.990.5800
Dress Code Enforced
Wednesday
November 16, 2005
Hilton Northbrook
2855 North Milwaukee Avenue
Northbrook, IL 60062
847.480.7500
Time:
Check-In/Continental Breakfast
8:30 - 9:00 a.m.
Program
9:00 a.m. - noon
Date/Location:
Wednesday
October 12, 2005
Hawthorn Suites, Ltd.
101 Trade Centre Drive
Champaign, IL 61820-7244
217.398.3400
Time:
Check-In/Lunch
11:00 a.m. - 12:30 p.m.
Program
12:30 - 3:30 p.m.
FREE
SEMI
NAR!
Who Should Attend
All real estate or estate planning lawyers, attorneys who advise
business entities, legal secretaries, paralegals, or legal assistants
involved in estate planning. There is NO CHARGE for this program.
About the Speaker
ROBERT G. ALEXANDER, President, Alexander and Klemmer, S.C.,
Wauwatosa, Wisconsin | Mr. Alexander entered private practice in 1978,
concentrating in federal, estate, and gift taxation, trust and estate
administration, fiduciary income taxation, estate planning, life insurance
planning, charitable planning, and business planning. An experienced
lecturer for both public and private organizations, including the Wisconsin
Institute of Certified Public Accountants, he holds accreditation as an Estate
Planner from the National Association of Estate Planners and Councils. Mr.
Alexander is a member of the American Bar Association's Probate and Real
Property and Taxation sections, the Wisconsin Bar Association, the
Milwaukee Estate Planning Council, the National Academy of Elder Law
Attorneys, the Planned Giving Council of Eastern Wisconsin, and the
Society of Financial Service Professionals. He is listed in Who's Who in
World and Business Leaders and Who's Who in American Law. DePaul
University, Chicago, Illinois, LL.M. (Taxation) 1984; University of Wisconsin,
Milwaukee, J.D. 1976; B.S. (English) 1971.
Registration:
Suzy Auteberry, Registrar
800.252.0402, ext. 2130
Fax: 217.403.7430
[email protected]
in conjunction with
ATTORNEYS’
TITLE
GUARANTY
FUND,
INC.
2005 EDUCATIONAL PROGRAMS
© ATG 9/9/05
a subsidiary of ATG, is a full service, independent
trust company that can serve all your clients’ trust needs.
ATG Trust Company,
Over the past several years, trust officers and even whole trust departments have
merged, moved, or otherwise been eliminated from the local scene, leaving many
consumers without options for sound financial guidance from a local professional.
Attorneys’ Title Guaranty Fund, Inc. (ATG®), a lawyer-service organization, formed
ATG Trust to fill a very special need. Lawyers who have long served as trusted
advisers to their clients can now serve those clients in a whole new way: Investment
planning through ATG Trust.
Program Questions? Call 800.252.5206, ext. 2130. Visit the attorney section of our
website, www.atgtrust.com, to see the current calendar, register on-line, generate a
map/directions, or learn more about ATG Trust educational programs.
c/o Attorneys’ Title Guaranty Fund, Inc.
2408 Windsor Place
P.O. Box 9136
Champaign, IL 61826-9136
Registration Form
Please complete this form and mail/fax it to Suzy Auteberry, Registrar, ATG, P.O.
Box 9136, Champaign, IL 61826-9136; Fax: 217.403.7430. Or register on line at
www.atgtrust.com. Questions? Call Suzy at 800.252.5206, ext. 2130.
Name:__________________________________________ Mbr No.: ______
Succession
Planning for
Closely Held
Businesses
Dates/Locations:
September 27, 2005
Hamburger University
McDonald’s Office Campus
2815 Jorie Boulevard
Oak Brook, IL
F
SEMREE
October 12, 2005
INA
Hawthorn Suites, Ltd.
R!
101 Trade Centre Drive
Champaign, IL
November 16, 2005
Hilton Northbrook
2855 North Milwaukee Avenue
Northbrook, IL
Firm:_______________________________________________________
Address:_______________________________________________________
_______________________________________________________________
City:______________________________ State:____
Zip:_______________
Phone: ( _______ ) _______________________________________________
E-mail:_________________________________________________________
Attendees:____________________________________________________
_______________________________________________________________
Please register me/us for the following program session:
¨ September 27 - Oak Brook
¨ October 12 - Champaign
¨ November 16 - Northbrook
Total Attendees _______
Total Attendees _______
Total Attendees _______
¨ Send me information about ATG Trust membership.