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ESTATE PLANNING STRATEGIES
Preserving the Wealth of Your Enterprise for Your Heirs
One in five family business participants has not addressed any estate conservation issues beyond writing a will. Source: Family Firm Institute, 2005
Only 10% to 20% of small-business owners have written estate plans. Yet 70%-80% of their net worth is tied up in their businesses.
Source: Your Company, Forecast 1997
Harry M. Barth, Esq. will introduce you to the elements of estate conservation, distribution methods, estimating your estate taxes, and many advanced estate planning strategies, charitable giving, and methods of paying estate fees and taxes. He will also discuss ways of taking the cash out of your business to fund retirement.
Value to Members: Members will receive timely information, in-depth information, and motivation for improvement. Each member will receive an invaluable 30 page colored guide "Strategies for Wealth Management, Financial Planning for High Networth Individuals". Furthermore, each attendee will have an opportunity to schedule an initial complimentary consultation with Harry Barth, Esq. to discuss their areas of concern.
Biography: Harry M. Barth, J.D., MBA, CFP, ChFC, CLU is Senior Partner at Barth Berus & Calderon, LLP, a California based law firm dealing with a broad range of legal services. Harry is also the Chief Executive Officer of H.M. Barth & Company, LLC, a full service financial planning and wealth management firm. He has distinguished himself by being an asset protection advocate serving many of the areas leading companies including prestigious brand-name food and hospitality, manufacturing and healthcare industries. He has been helping high-wealth families, business owners, franchisees and executives create a "financial blueprint" and to implement custom solutions for their needs. The ultimate goal is to enhance his client's wealth, reduce their taxes and help them achieve their financial goals. An additional important facet of the planning process is to examine their risks, so that they are not financially destroyed by unexpected events.
This is not a dry lecture but an interactive workshop that will help apply what you learn to your own personal finance and business enterprise. Your association members will acquire practical ideas and strategies that you can use immediately to make informed personal and business decisions.
What's more, each attendee will receive a comprehensive financial guidebook that captures the highlights of the presentation. Plus, they can attend an initial complimentary follow-up meeting to discuss specific financial issues related to their personal finance and/or enterprise.
Bradley Barth, Esq. -
Brad has over twelve years of experience in Estate Planning and Trust Administration. He provides counsel on a wide range of individual and business matters with a concentration on basic and advanced estate planning, probate and trust administration, wealth transfer planning, business succession planning, asset protection and creditor protection planning, corporate and contract law. Brad was an associate professor teaching Property, Estates, and Probate at an ABA accredited Paralegal College. In addition, Brad views his role as a trusted and long-term advocate of asset protection planning in helping his clients achieve and protect their financial goals and life time accomplishments.
Topics to be covered in Brad's "Estate Conservation Strategies" Seminar:
· Avoiding Probate
· The Need for Estate Planning
· How to Hold and Take Title to Assets
· Reduce Estate Taxes and Administrative Expenses
· Provide for Special Needs Children
· Charitable Giving Techniques
· Business Succession Planning
· Types of Buy Sell Agreements
· Select Guardians for Minor Children
· Durable Powers of Attorney for Property Management
· Advanced Health Care Directives
Contact: Tina Barth at (800) 548-8564 or tina@hmbfinlaw.com | 
