Recent Speech Topics
1. Types of Businesses, Succession Planning and Buy/Sell Agreements
2. What is a Contract?
3. Business Formation Options and Formalities (Inc. v. LLC etc)
4. Sale or Purchase of Business
5. The Importance of Due Diligence in the Purchase of a Business
Estate Planning and Estate Administration
1. 2013 Changes to Estate/Death Tax Laws (Federal and NC)
2. Estate Planning Basics
3. Estate (death) and Gift Tax Planning
4. Estate Administration
5. Probate, What is it and is it avoidable?
6. Trust basics, types and purposes
7. Funding of Trusts
8. How assets should be titled, Power of Attorneys, Wills, Probate