Teleconference

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Teleconference: New and Enduring Problems in Business Succession Planning
May
28
1:00 PM13:00

Teleconference: New and Enduring Problems in Business Succession Planning

Business succession planning is vitally important to the long-term survival of a closely-held business. It requires focused consultation with the client (and often the other stakeholders in the business) and close attention to applicable state and federal laws. On top of all of this, every situation has unique aspects. Many closely-held business owners today have questions or concerns about the following:

  • The income tax deduction for qualified business income

  • Securing retirement income for the business owner

  • Use of trusts in the disposition of closely-held business interests

  • Transferring closely-held business equity among family members with divergent or conflicting interests

Location Adams Community Bank, 2 Center Street, Adams, MA. Presentation and snacks sponsored by Adams Community Bank.

RSVP to Dan Stanyon below. Free for Members! Non-members: Cannon Teleconferences are $15. Pay via PAYPAL or mail a check: Laurie Swint, Brazee & Huban CPAs, 55 Wendell Ave, Pittsfield, MA 01201.

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Cannon Teleconference: Ethics Issues Facing Trusts and Estates Practitioners
Jun
26
1:00 PM13:00

Cannon Teleconference: Ethics Issues Facing Trusts and Estates Practitioners

This Cannon Teleconference is a brown-bag event sponsored by Berkshire Bank and hosted by BCEPC. Join us with your lunch at 12:30 pm. Program runs 1:00 pm - 2:30 pm. The topic is Ethics Issues Facing Trusts and Estates Practitioners. 

Representation of clients must always be within the ethics parameters imposed by applicable state law, the rules governing conduct within our various professions, the IRS and the courts. Consistent and fair adherence to the relevant standards, even when that results in client annoyance or the need to decline or exit an engagement, is mandatory. To avoid landmines, we need to exercise common sense and have an in-depth knowledge of ethics issues specific to estate planning and trust administration. We will discuss the following:

  • Screening clients to avoid problems before they develop
  • Ethics dilemmas in asset protection planning
  • Representing clients with diminished capacity
  • Obligations of lawyer after representation has become dormant

Location Berkshire Bank, 25 Main Street, Lenox, MA. RSVP to Dan Stanyon below. Free for Members!Non-members: Please pay $15 in advance via PayPal (click here)

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Cannon Teleconference: Developments in Trust and Estate Administration and Fiduciary Liability
Apr
24
1:00 PM13:00

Cannon Teleconference: Developments in Trust and Estate Administration and Fiduciary Liability

This Cannon Teleconference is a brown-bag event sponsored by Salisbury Bank and hosted by BCEPC. Join us with your lunch at 12:30 pm. Program runs 1:00 pm - 2:30 pm. The topic is Teleconference: Developments in Trust and Estate Administration and Fiduciary Liability. 

To be successful consistently, a fiduciary must have the skills and temperament to navigate turbulent waters with a steady hand. Fiduciaries frequently face risks and challenges from three, often conflicting, sources: the governing instrument; applicable state and federal law; and the beneficiaries. We will tackle issues emanating from all three of these sources.

  • Areas of greatest hazard for fiduciaries
  • Beneficiaries’ consents, waivers and releases
  • Statutes of limitations for bringing claims against fiduciaries
  • Lawyer liability that may arise from advising beneficiaries or fiduciaries

Location Berkshire Bank, 25 Main Street, Lenox, MA. RSVP to Dan Stanyon below. Free for Members!Non-members: Please pay $15 in advance via PayPal (click here)

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