Business Management - Preparing Heirs: How to Transfer Assets While Preserving Family Values and Work Ethic
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Preparing Heirs: How to Transfer Assets While Preserving Family Values and Work Ethic

Session #: 507-08
Presenter(s): John Pohanka, Harry Sames, Curtis Meadows
Session Length: 1 hr. 15 min.
Event: 2007 NADA Convention
Date: February 3-6, 2007

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Much money and time is spent in developing ways to minimize estate taxes and transfer assets to the next generation. Very little attention is given to what should happen next. Learn how to establish a private family charitable foundation and get every family member involved to help keep control of transferred assets.



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