Seminar to Focus on 'three Great Topics' for Family Businesses

May 28, 1998

by Alan Hunt

WACO, Texas -- A seminar focusing on topics ranging from federal estate taxes, the family limited partnership, and the "family discussion checklist" will be presented by Baylor University's Institute for Family Business and its North Texas Family Business Forum from 8 a.m.-1 p.m. on Wednesday, June 3, at Las Colinas Country Club, Irving.

The half-day workshop, titled "Triple Header--Three Great Topics in One Session!" will feature talks by Marvin Blum of Marvin Blum & Associates, Fort Worth, James Penn of Whitley, Penn & Associates, Hurst, and Beverly Moore of DLJAMG Retail Services Division, New York.

Doris Sandberg, program director of the Institute for Family Business, said Blum will discuss the impact of federal estate taxes on the family-owned business, and Penn's talk will focus on one of the most popular estate tax savings techniques of the 1990s -- the family limited partnership.

She said Moore's "family discussion checklist" is designed to help adults talk to their parents about the sensitive subject of organizing assets before such a task is necessary. Sandberg said Moore developed the checklist through the personal experience of unraveling her father's assets upon his death.

The June 3 program is part of the 1998 North Texas Family Business Forum workshop series, designed to develop skills and strategies for a healthy family business.

Baylor's Institute for Family Business is a nationally-recognized organization that provides educational programs for family-owned businesses throughout the state. For more information about the seminar, call Sandberg at (254) 710-4154.

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