WHY—Most landowners say they care about their forest, especially how it is passed on to future generations. However, most landowners do not have a Succession Plan. Succession planning is both emotionally & legally challenging. The differences among family members in values, goals, and lack of critical skills can lead to disaster. Required are the tools which many landowners already possess to manage their forest—passion, preparation, & planning. TIES TO THE LAND gives landowners the information to make this transition successful. Call CFA for more information @ 845-586-3054.
WHO—Any landowner ( from 1/4 acre to 100 acres)
WHEN—Saturday, June 15, 2013 from 9am-3:15pm
WHERE— Ivan's Restaurant at Roundout Golf Club
10 Bank Street, Accord, NY 12404
COST—$60 FEE INCLUDES LUNCH & WORKSHOP MATERIALS
REGISTRATION—Register no later than June 10th
Call CFA for more information @ 845-586-3054 or email: cfa@catskill.net / prepayment required.
Guest Speaker: JOHN H. LAVELLE, an attorney and CPA, is a founding partner of the law firm of Lavelle & Finn, LLP. Mr. Lavelle has a diverse client base of wealthy families, private companies, entrepreneurs, professionals, investors and executives. He concentrates on family business formations and tax advantaged sales, estate planning and tax reduction, drafting of wills, trusts and related documents, income tax matters and charitable planned giving. His practice also includes estate administration and probate, family entity operations and consulting, wealth protection and preservation and taxpayer representation for income tax, estate tax and other tax matters.
