60th Annual Hawaii Tax Institute Conference

Andy Katzenberg and his co-presenter will conduct a workshop at 2:30 PM on November 7, about “Navigating the Charitable Strategies Before and After the Disposition of a Business.” This session will address utilizing charitable strategies prior to the sale of a business to maximize the client’s overall estate planning objectives.  Topics will include which charitable options works best based on the type of business, pitfalls to avoid, and potential problems and solutions for the donee charity.

“Comparing the Various Charitable Trusts in Wealth Transfer Planning” will be discussed by Andy Katzenberg and his co-speaker on November 8, at 1:30 PM.  They will address the full array of charitable trusts, including but not limited to CLATs, CLUTs, CRATs, and CRUTs, including how they work, the differences between them, when to use them, the tax implications of each, and what to do if something goes wrong.

Adam Diederich and Brian Janowsky will conduct a November 8, 4 PM workshop on “Family Matters: Plan to Avoid and Limit Family Business Disputes.” They will discuss common causes of disputes among owners (and future owners) of family businesses, as well as simple proactive steps that business owners can take when creating, updating, and implementing their wealth transfer plans to protect and limit the scope, length, and intensity of disputes with their family members while maintaining the privacy of family business matters.