Estate Planning Workshop for Small Business Executives

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John Harding

ELIZABETHTOWN, PA (04/27/2012)(readMedia)-- A highly interactive executive workshop on estate planning for small business leaders will be offered on Tuesday, May 22, at Elizabethtown College. The event, which is sponsored by the S. Dale High Center for Family Business at Elizabethtown College, is for family business and small business executives of companies with $10 to $50 million in annual revenues.

"Estate Planning for Small Business Executives" is ideal for business leaders with concerns such as being able to retire at 65; retaining key employees while the business is transitioning; or, for family businesses, including a son or daughter in one's estate who is not working in the business.

Workshop presenters are wealth managers John D. Harding, J.D., and Kristen L. Hartman, J.D., LL.M, both senior vice presidents from Clermont Wealth Strategies at Fulton Bank, a corporate partner of the High Center.

The program will cover different estate planning tools; a common planning methodology (for people who have more significant interests than a 401K or a house); definitions of GRAT, GRIT, and marital trusts; and major components in testamentary planning.

Some workshop time will be dedicated to the critical strategic planning needed prior to estate planning.

Workshop hours are from 8:30 a.m. to 11 a.m. Office hours by pre-arrangement will be available with the workshop facilitators on site, immediately following the event. Attendees should bring certain documents for either John or Kristen to review during office hours including wills, trusts, powers of attorneys, living wills, buy-sell agreements or operating agreements concerning companies.

Workshop hours are from 8:30 a.m. to 11 a.m. Coffee and bagels will be served. The event is being offered in conjunction with the Central Pennsylvania Business Journal's "Small Business Week" programming.

This event will be held in the Hoover Building on the Elizabethtown College campus and is fee based: $100 for Center members and $200 for non-member family or small businesses. For more information or to register, call the High Center at 717-361-1275 or email FBC@etown.edu.

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With almost 50 member family businesses, the S. Dale High Center for Family Business at Elizabethtown College is one of largest resource organizations for family-owned firms in the United States. Created by a group of business people, family business owners, and representatives of Elizabethtown College, the Center helps family businesses achieve family unity and prosperity, continue their legacy of entrepreneurship, and create social and economic wealth across multiple generations. Serving south-central Pennsylvania and beyond since 1995, the Center believes that strengthening entrepreneurial families enhances the community and the economy as well. More information is available at the website: www.centerforfamilybusiness.org, by emailing FBC@etown.edu or by calling 717.361.1275.

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Elizabethtown College, in south-central Pennsylvania, is a private coed institution offering more than four dozen liberal arts, fine and performing arts, science and engineering, business, communications and education degrees. Through personal attention, creative inspiration and academic challenge, Elizabethtown College students are encouraged to expand their intellectual curiosity and are given the opportunity to become a bigger part of the world through experiential learning-research, internships and study abroad. Elizabethtown College's overall commitment to Educate for Service is fulfilled as students are taught intellectually, socially, aesthetically and ethically for lives of service and leadership.

Visit www.etown.edu for more information about Elizabethtown College.