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