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Estate Planning Seminar - RSVP Today
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The free seminar, titled “Smooth Transitions – Competing Family Interests in Estate Planning and How to Avoid Problems Later,” will be held Monday, December 5, 2011 starting at 5:30pm at the DeWitt Banquet and Conference Center. RSVP by November 23rd.


 

Sparrow Clinton Hospital Foundation and GreenStone Host Estate Planning Seminar


The Sparrow Clinton Hospital Foundation, in conjunction with GreenStone Farm Credit Services, will host a 3-hour seminar to help farmers and family business owners create a succession plan. This free seminar, titled “Smooth Transitions – Competing Family Interests in Estate Planning and How to Avoid Problems Later,” will be held Monday, December 5, 2011 starting at 5:30pm at the DeWitt Banquet and Conference Center, 1120 Commerce Park Drive, DeWitt. The center is easy to find, located next door to the Sleep Inn DeWitt and 1/4 mile north of I69 off Old 27 at exit 87. Refreshments will be provided.

Feature presentations will be given by Gary Bauer and Douglas Chalgian. Bauer teaches Elder Law, Willis, Trusts, and Estates at Cooley Law School and established the Sixty Plus Estate Planning Clinic. Chalgian is recognized as one of the leading Elder Law attorneys in the state of Michigan. He is the author of the leading source of Medicaid planning in the state. A number of other specialists will also present and serve on the discussion panel.

Planning for succession – including simple estate planning – can be a daunting task. It requires time, resources, and ultimately, difficult decisions. However, broken into manageable steps, accompanied with an acceptance that it is not a one-time event but rather a continuous exercise, succession planning can be achieved.

At the seminar a panel of professionals discuss the process and alternatives to help attendees transition the ownership and management of the business; gain insight in understanding individual, family and business needs; review best practices in family communications; and develop next steps in building business succession plans. Farm families who attend will be provided a copy of “Planning the Future of Your Farm, 2nd Edition Workbook.”

“It’s about assets, income and profit, but it’s also about family and values” said Jim Nowak of GreenStone Farm Credit Services. Seating is limited for the seminar so please reserve your seats by November 23rd. To RSVP or ask questions, contact Pete Shannon at 989-227-3396 or Peter.Shannon@sparrow.org.