UNCA's Family Business Forum Hosts Workshop on
Estate Taxes and Planning

UNC Asheville’s Family Business Forum will host a workshop on estate taxes and planning with experts Steve Houlihan and Jack Scott from 8:30 a.m.-noon Thursday, Oct. 17, at the Country Club of Asheville. The program is open to forum members and their guests; a limited number of seats are available for family business owners interested in membership.

Houlihan, associate general counsel of New England Financial, specializes in individual and business planning law. Currently an adjunct faculty member in the tax department at Suffolk University Law School in Boston, Houlihan will discuss "The New Estate Tax Laws" and "The Basics of Estate Planning."

Following Houlihan’s talk, Scott will present a program on "Advanced Estate Planning Techniques." Scott serves as chairman of the Board of Comprehensive Integrated Planning Inc. and has experience presenting planning seminars as well as speaking to professional associations.

UNCA’s Family Business Forum, the first program of its kind in the region, was developed to enhance the continued viability of family-owned businesses in the Asheville area. Membership in the forum is open to firms that have a family member with controlling interest in the business and at least one family member currently employed in the business. In addition to seminars and workshops, members receive current research and articles on family business issues, a quarterly newsletter and the opportunity to network with other family-owned business members who face similar challenges of perpetuating a family business.

Registration for the workshop is required. For more information or to register, call Richard Lasher at 828/251-6797, voice box 8003.

Media Contacts:

• Rich Lasher, UNCA Family Business Forum Director, 828/251-6797 voice box 8003
• Jill Yarnall, UNCA Public Information Assistant Director, 828/251-6526