“The Valuing and Sale of Medical Practices” Keith Borglum, Medical Practice Appraisal
“Pre-IPO/M&A Estate and Tax Planning Strategy: How to Maximize the Benefit of a Liquidity Event” Jennifer Jordan McCall and Kim Schoknecht, Pillsbury Winthrop Shaw Pittman LLP
“Administration of Alternative Investments in Fiduciary Accounts” Suzanne Shier, Chapman and Cutler LLP
“Tax Case Review and IRS Audit Issues” Jeremy Weir, Management Planning, Inc.
“Use of Life Insurance in Closely Held Estate Planning” Eric Smith and Richard Watson, Wells Fargo Bank
“Estate Planning for Wine Families” Jill Dodd and Vivian Redar, Manatt, Phelps & Phillips, LLP
“Roundtable: Panel Discussions of Bank Acceptance Procedures for Closely Held Assets” Fred Gaul, Fifth Third Bank Dan Barron, Northern Trust Jim Blackburn, Wells Fargo Bank Bruce Hendryx, PNC Andrew Tanner, U.S. Trust
“Valuation Issues with Sub S and Latest Department of Labor Issues on Use of ESOPs” Rick Schlueter and Rebecca Juhant, Comstock Advisors
"Economic Outlook" Gary Schlossberg, Wells Fargo Economist
2010 Colorado Springs, CO Cheyenne Mountain Resorts
Hosted by: J.P.Morgan Chase Sponsored by: Howard Frazier Barker Elliot, Inc. Cassidy Turley
“Valuing Oil & Gas Interests” Alan B. Harp, Jr., Howard Frazier Barker Elliot, Inc.
“The Family Unwind” Aaron Reber, J.P. Morgan Mike Cohn, CFG Business Solutions, LLC Bruce Hoyt, St. Charles Capital Daniel Hawn, J.P. Morgan
“Understanding Chaos – Planning in the Uncertain Estate, GST and Gift Tax World of 2010 and Beyond – Buyer Beware” David L. Starbuck, Baker & Hostetler
“Current Issues in Valuation: The Tax Court, IRS and Taxpayer” Jeremy Weir, Management Planning, Inc.
“Peer Group Panel Discussion” Fred Gaul, Fifth Third Bank Bruce Hendrix, PNC Stan Kaniecki, Harris Bank Andrew Tanner, U.S. Trust
“National Economic Outlook” Rajdeep Sengupta, Federal Reserve Bank of St. Louis
“What Lies Ahead for Real Estate” Kevin J. Thorpe, Cassidy TurleyChristian T. Miles, Cassidy Turley
2009 Hosted by: U.S. Trust
“Non-Tax Considerations in Family Business Succession Planning” Edward F. Koren, Holland & Knight, L.L.P.
“Tax Case Debate” Rick Schlueter, ComStock Advisors Jeremy Weir, Management Planning, Inc.
“Family Limited Partnerships: Don’t Leave Home Without One (but leave your home outside of it!)” Stephanie Loomis-Price, Baker Botts L.L.P.
“Fiduciary Duties and Liabilities of Officers and Directors” James R. Austin, Adams and Reese L.L.P.
“Finding Capital & Selling a Business in Today’s Economy” Lawrence J. Rogers, Corporate Finance Associates
“Economic Situation, Outlook & Resources Impact on Community Banks” Thomas J. Cunningham, Federal Reserve Bank of Atlanta
“Integrating Special Assets in Account Review Process” Joseph Sifuentes, Office of the Comptroller of the Currency
“Key Fiduciary Risks & Mitigation Paths” James M. Marion, U.S. Trust
“Transfer Strategies for the Family-Owned Business, Buy-Sell Planning, Life Insurance Planning” Alan R. Roman, Life Audit Professionals
“Recent Developments in Appraising Interests in Family Investment Entities” William H. Frazier and Donald W. Barker, Howard Frazier Barker Elliot, Inc.
“Partners Panel” “Participants Panel Fiduciary Roundtable” Andrew Tanner, Facilitator, U.S. Trust
“Fiduciary Duties: Non-Profits & Charitable Trusts” Michael V. Bourland, Bourland, Wall & Wenzel P.C.Susan Staricka, Office of Attorney General Texas
2008 Sedona, Arizona Hilton Sedona Resort & Spa
Sponsored by: ComStock Advisors First Bankers Trust Services, Inc. Management Planning, Inc.
"Trustee and Directors: Roles and Best Practices to Maximize Effectiveness" Jack Veale - PTCFO, Inc.
"Realizing Private Company Value" David Engel and Peter Kubasek - The Malibu Group
"2008 Mid-Year Real Estate Sector Update" Daniel Provencio - Deloitte Financial Advisory
"Valuation in a Litigation Context" William Dameworth - ComStock Advisors
"New Accounting Standards for Fair Value, Business Combinations and Non-Controlling Interest" Joey Kurey and William Brigide - Deloitte Financial Advisory Services
"ESOPs as a Liquidity or Exit Strategy" Dave Ackerman - Morgan, Lewis & Bockius LLP
"Estate Planning Around the Closely Held Business: Opportunities, Pitfalls and Practical Considerations" Richard Lang - McDermott Will & Emery
"Greed, Entitlement and Jealousy: Dealing Effectively with Families of Wealth and Families in Business" Leslie Dashew - Human Side of Enterprise
"Closely Held Roundtable: Closely Held Management Issues" Andrew Tanner – U.S. Trust, Bank of America Private Wealth Management, Aaron Reber - JPMorgan Chase, Mary Boehler - The Northern Trust Company
"The Evolving Legal Envrionment's Impact on Trustees" Larry Wojicik - DLA Piper
"Tax Court Valuation Case Update" Jeremy Weir – Management Planning, Inc.
2007 Lake Geneva, Wisconsin Grand Geneva Resort
Sponsored by: The Northern Trust Company
"Role of Trustees in Family Governance" Gerald Le Van – The Le Van Company, LLC
"Trust-Owned Life Insurance Policy Management and Review" Joseph Kizer – Resource Insurance Consultants
"Balancing Shared Ownership and Shared Risk" Anna Nichols – Family Office Exchange
"NTCH Survey" Richard A. Schlueter – Comstock Advisors
"The Importance of Buy/Sell Agreements for the Closely-Held Business Owner" Bruce Hendryx – National City Bank
"Marketing a Privately Held Company" Michael Kim – SG Americas Securities LLC
"Delegation, Open Architecture and Investment Responsibility" David Baker – McDermott Will and Emery
"Planning for Business Owners Using Delaware Trusts" Daniel Lindley – The Northern Trust Company of Delaware
"Closely Held Roundtable: Closely Held Management Issues" Mary Boehler – The Northern Trust Company, Dave Isackson – Wells Fargo Bank, John Jurek – Wachovia, Andrew Tanner – Bank of America
"Executive and Incentive Compensation" Donald Delves – The Delves Group
"Recent Tax Court Valuation Cases" Jeremy Weir – Management Planning, Inc.
2006 Brainerd, Minnesota Madden's on Gull Lake
Sponsored by: Wells Fargo
"Use of ESOP as Exit Strategy for Family Business Owner" Howard Rubin – Kaplan Rosberg & Gotlieb, P.A.
"Current Valuation Projects and Issues" Michael Gregory - IRS
"Valuation Issues and Related Topics to Think About" Lee Bloom – Aldine Advisors LLC
"Fiduciary Liability for Single Stock and Closely Held Investments" David Baker – McDermott Will & Emery
"Mock Trial Valuation Case Study" Rick Schlueter – ComStock Valuation Advisors, Inc.
"Cost of Capital and Valuation Discount Studies" David King – Mesirow Financial Consulting LLC
"Sophisticated Estate Planning Strategies for Business Owners" Chip Parks – Faegre & Benson LLP
"Business Succession Planning: Strategies for Organizational Competitiveness through Powerful Communication and Team Building" John Bedosky – William Mitchell College of Law
"Trends and Financial Issues to Watch for in Community Banking" Ed Depenbrok – dbrok group, LLC
"Strategies for Acquiring and Serving High-Net-Worth Business Owners" David Irwin – VIP Forum
"Recent Tax Court Valuation Cases" Jeremy Weir – Management Planning, Inc.
"Closely Held Roundtable: Closely Held Management Issues" Dave Isackson – Wells Fargo Bank, Daniel Barron – Northern Trust Company, Andrew Tanner – Bank of America, and Steven Faulkner – JPMorgan Chase Bank
2005 Pawley's Island, South Carolina Litchfield Beach & Golf Resort
Sponsored by: Wachovia
"Drafting Estate Planning Documents to Reduce the Risk of Fiduciary Liability with Corporate Executors/Trustees" David Lewis, Esq. - Moore & Van Allen
"Avoiding Risks" Bruce S. Ross - Holland & Knight, Arthur W. Young - Bank of America
"Directed Trust Liabilities" Thomas S. Blackburn, Bank of America
"Shareholders' Agreements" Natale A. Messina, Murtha & Cullina
"Family Limited Partnerships" George L. Cushing Kirkpatrick & Lockhart
"The Owners Insight Series: A Programmed Approach to Identifying, Cultivating and Realizing Business Value" Scott Murray and John Cousins, Trinity Capital Services
"The Integrated Theory of Business Valuation" Z. Christopher Mercer, Mercer Capital
"Valuation Court Case Update" Jeremy Weir, Management Planning, Inc.
"S Corps and ESOPs" Richard Schlueter, ComStock Valuation Advisors
"Director Issues" Suzanne M. Hopgood, The Hopgood Group
2003 Huron, Ohio Sawmill Creek Resort
Sponsored by: Bank One
"OCC Supervisory Role and Examination Approach" Michael Carmichael, Office of the Comptroller of the Currency
"Pitfalls for Directors of Private Companies" Erwin Marks, Marks Consulting, Inc.
"Advising to Family Businesses: The Non-Financial Issues" Suzanne Lane, Loyola University Chicago Family Business Center
"An Economic Outlook" Bryan Jordan, Banc One Investment Advisers
"Litigation Risks in Closely Held Businesses" Dominic Campisi, Evans Latham and Campisi
"The Integrated Theory of Business Valuation" Z. Christopher Mercer, Mercer Capital
"Valuation Court Case Update" Jeremy Weir, Management Planning, Inc.
"Wealth Management Planning" Shaun Miller & Neil Collins, Guadra Financial
"Practice Management Database" David George, David Isackson & Davis Lee
"Valuation Case Study" Richard A. Schlueter, Comstock Valuation Advisors
"Alternative Investments" David Haynes, OffRoad Capital Corp; William Beatty, Washington State Dept. of Financial Institutions; and Mike Liles, Karr Tuttle Campbell
"Fiduciary Management – Pass Through Entities" Jean Adams & Howard Solodky, Womble Carlyle
"Court Case Update" Jim Roberts, Management Planning, Inc.
"Internet Resources" Richard Schlueter & Brant Armentrout, Comstock Valuation Advisors
1999 Pawley's island, South Carolina Litchfield Beach & Golf Resort
Sponsored by: Wachovia Bank BB&T First Citizens Bank
"Fiduciary Responsibility" Neal Ellis and Matt McGuire, Hunton and Williams
"Valuation Case Update" Robert P. Oliver, Management Planning, Inc.
"Valuation for IRS Purposes" Michael Paschall, Banister Financial
"Estate Liquidity for the Closely Held Business Owner" Stuart Dorsett and H. L. Stephenson, Ward & Smith
"Fiduciary Management of Pass Through Entities" Jean Adams and Howard Solodky, Womble, Carlyle
"Office of the Comptroller of the Currency: Regulatory Update" Bill Pate, OCC
"Computer Aided Monitoring of Closely Held Business Interests" John Jurek, Wachovia Bank
"Valuation of Pass Through Entities" Mike Maiale, Duff & Phelps
"Concerns Relative to Self Directed IRA’s with Non-Publicly Traded Assets" Mary G. McIntosh, Wachovia Bank
"Handling the Y2K Issue for Closely Held Investments" Van B. Davis III, Mercantile Safe Deposit and Trust
"Internet Resources for Research and Valuation" Leroy Browne, Wachovia Bank
"Conflicts of Interest Study (Survey Results)" Dianne Cobb, Wachovia Bank
1998 Lake Harmony, Pennsylvania The Split Rock Resort
Sponsored by: PNC Bank Duff & Phelps, LLC The Glenmede Trust Company Mellon Bank Ted Wood
"Case Update" James O. Roberts, Management Planners, Inc.
"ESOPs in S Corps" Richard A. Schlueter, Comstock, Valuation Advisors
"Valuation Research on the Internet" Eva M. Lang, Consultant
"Selling a Business" Arthur Miller, A.F.Miller & Associates
"DCF vs. Comparable Methods: A Comparison" Michael J. Mattson, The Financial Valuation Group and Michael Maiale, Duff & Phelps, LLC
"Environmental Update" John A. Terrill, II, Hecksher, Teillon, Terrill & Sager
"Management Analysis of Closely-Held-B" E. Talbot Briddell, Phoenix Management Services, Inc.
"Witness Preparation/Defending Your Appraisal on Audit or Litigation" Robert J. Grossman, Grossman Yanak & Ford, LLP
"A Case Study in Fiduciary Liability" Lawrence Wojcik
"Fiduciary Liability under ERISA" Gardner Davis
"Recent Valuation Decisions" James Roberts
"Marketing Closely Held Services" Mike Maiale
"Effective Use and Methods of Funding the Buy/Sell" Brad Stevens
"Valuation and Sale of the Professional Practice" J. Michael Hill
1994 Nisswa, Minnesota
Sponsored by: First Trust Norwest
"Lack of Marketability Discount and the Valuation of Family Limited Partnership Interests" Curt Kimball, Willamette Management Associates
"Various Issues in Connection with the Sale of a Corporate Business" Barry Gersick, Attorney, Maun & Simon
"The Top Ten Trustee Excuses for Not Monitoring Limited Partnerships" Vince Gresham, Attorney
"Review of ESOP Valuation Reports – A Trustee’s Perspective" Dan Larson, Dain Bosworth, Inc.
"Discounted Cashflow Methodology" Richard A. Schlueter, Valuemetrics, Inc.
"Limited Liability Companies: A New Choice for the Future" Mark Sheahan, Peat Marwick
"Succession Planning for the Family Business" Glenn Ayres, Attorney, and Larry Hause
"Recent Valuation Decisions" James Roberts, Management Planning, Inc.
"Trustee Environmental Liability: Where It Has Been, Where It Is Going" Rebecca Comstock, Attorney, Dorsey Whitney
"Standardized Environmental Risk Management Programs" Bob Keefer, Vista Environmental Information, Inc.
1993 Jekyll Island, Georgia
Sponsored by: AmSouth Bank Wachovia Trust Company Bank
"Valuation Issues in Estate Planning for Family Assets" John A. Wallace, King & Spalding
"Sale of the Closely-Held Business" Bob Auer, Duff & Phelps
"Valuation of Businesses for Sale" Steven Sherman, KPM Peat Marwick
"ESOP Valuation Issues" Dave Williams, Hunton & Williams
"The Valuation of Smaller Banks" Chris Mercer, Mercer Capital
"Developments in the Methods for Determining Discount Rates" Richard A. Schlueter, Valumetrics
"Inside the Secondary Limited Partnership Market" Bob Johnson, Security Services Network
"An Overview of Securities Arbitration" Brian Smiley, Page & Bacek
"Society of Independent Partnership Appraisers” Brad Davidson, Pre-Owned Partnerships
"Financing the Closely-Held Business" Bill Jones and Philip Budd, Source Capital
1992 Bellaire, Michigan
Sponsored by: NBD Bank (Troy) Comerica Bank
"The Role and Responsibility of a Fiduciary in a Troubled Company" Jay Alix of Jay Alix & Associates
"Helping Plan for Growth and Continuity in the Successful Family Owned Business" Dr. Leone A. Danco of The Center for Family Business
"Protection of Minority Shareholders’ Rights" Ralph Castelli, Jr. of Kemp, Klein, Umphrey & Endelman
"Partnership Valuations; Status of the Secondary Markets; Tax Strategies Involving “Used” Partnerships" Brad Davidson of Pre-Owned Partnerships
“Valuation Update" James Roberts of Management Planning, Inc.
"Pitfalls of Estate and Trust Litigation" Douglas Rasmussen, Attorney, Clark, Klein, Beaumont
"Understanding and Evaluating Environmental Assessments" Market Bennett, EDR/Toxicheck, and Tony Kashat, NBD Bank
1991 Napa Valley, California
Sponsored by: The Bank of California Wells Fargo Bank First Interstate Bank
"Managing and Selling Partnership Interests" Robert C. Alexander, Heller, Ehrman, White & McAuliffe
"Avoiding Litigation" Dominic J. Campisi, Evans, Latham, Harris and Campisi
"Managing and Selling Partnership Interests" Brent Donaldson, Liquidity Fund Investment Corporation
"Managing and Selling Partnership Interests" James Frank Fotenos, Partnership Securities Exchange, Inc.
"Discount Rates/Capitalization Rates" Gregory A. Gilbert, Corporate Valuations, Inc.
"Recent Developments in Fiduciary Liability for Environmental/Hazardous Waste" Bruce P. Howard, Allen Matkins, Leck, Gamble & Mallory
"Roles and Responsibilities of Directors" Alfred E. Osborne of John E. Anderson Graduate School of Management
"Current Valuation Developments and Chapter 14 Opportunities" James O. Roberts, Management Planning, Inc.
"Role of ESOPs in Estate Planning" Richard A. Schlueter, Valuemetrics, Inc.
"NBE Approach to Closely-Held Companies" Bobby Singletary, Office of the Comptroller of the Currency
1990 Litchfield, South Carolina
Sponsored by: First Union Wachovia
"Non-Compete Agreements and Other Factors in Transactions Involving Closely- Held Companies" Clarence W. Walker, Attorney, Kennedy, Covington, Lobdell & Hickman
"The Model Business Corporation Act: Implications for the Fiduciary Holder of Closely-Held Business Interests" Russell Robinson, Attorney, Robinson, Bradshaw, & Hinson
"Current Regulations and Requirements: Documentation, Preparation for Audit to Minimize Problems, Time and Expense" Clinton Lackey, Office of the Comptroller of the Currency
"Developing Capitalization Rates, Discounts and Premiums" Z. Christopher Mercer, Mercer Capital
"Advantages and Problems with ESOPS as a Vehicle for Estate Planning and Liquidity" Heloise Merrill, Esq., Parker, Poe, Adams & Bernstein
"Compensation and Benefits for Key Personnel" Joseph H. Ely, Esq., Booke & Co.
"The Impact of Environmental Laws on Fiduciaries and the Closely-held Business" J. Stephen Shi, Esq., Petree, Stockton, and Robinson
"View on Valuation: Current Regulations, Procedures and Cases" Doug Wessinger, Estate Tax Attorney, Internal Revenue Service
1989 Galena, Illinois
Sponsored by: Continental Bank Harris Trust & Savings Bank American National Bank & Trust Company The First National Bank of Chicago The Northern Trust Company
"How Professionals Sell" Julie Paradise, President, Communications Strategies Company
"Corporate Restructuring" W. Timothy Baetz, McDermott, Will & Emery, Chicago, IL
"Discounts and Premiums for Business Valuations" Marjorie Dorr, Houlihan, Lokey, Howard & Zukin, Inc.
"Management of Turnarounds" Michael Silverman, Silverman & Co.
"Practical Aspects in Buying and Selling Businesses" Bruce Klein, Vice President, Corporate Finance, Mesirow Capital Market
"Trust Liability Under Environmental Law" Johnine Brown, Attorney, Rudnick & Wolfe, Chicago, IL
"Structuring Compensation Packages for Non-Equity Managers" Edward F. Michalak, Partner, McDermott, Will & Emery, Chicago, IL
"Determination of the Cost of Capital for Privately Held Companies" Thomas Nodine, Manager of New Products, The Alcar Group, Inc.
"Facilitating Success: The Active, Outside Board and the Family Council" John L. Ward, Ralph Marrotta Professor of Private Enterprise, Loyola University of Chicago, Chicago, IL
"Case Law Update Regarding Business Valuations and Trustee Surcharges" James M. Neis, Attorney, Winston & Strawn
1988 Fairlee, Vermont
Sponsored by: Bank of Boston
"Succession Planning for the Closely-Held Business" Jerry G. McCormick, President, United Management Co., Farmington, CT
"Demise of the Estate Freeze-Available Alternatives" Frederic G. Corneel, Attorney, Sullivan & Worcester, Boston, MA
"Trust and Estate Planning for S Corporation Owners" Stephen J. Small, Attorney, Powers & Hall Professional Corporation, Boston, MA
"Surcharge, A Review and Update" James A. Newell, Attorney, Hebron, Illinois
"Recognizing and Reorganizing Troubled Enterprises" Joseph F. Finn, Jr. CPA, Finn, Wishengrad, Warnke & Gayton, Boston, MA
"Recent Valuation Developments" Robert P. Oliver, A.S.A., Management Planning, Inc., Princeton, New Jersey
"Administration of Close Corporate/Business Estate Assets" Stephen K. Fogg, Attorney, Marion R. Fremont, Choate, Hall & Stewart, Boston, MA
"Practice and Practicality of Discounted Cash Flow Valuation Techniques" Scott Vandervliet, Chase Valuation Services, New York, NY
1987 Lake of the Ozarks, Missouri
Sponsored by: Centerre Trust Company Mercantile Bank of St. Louis
"Valuation of Partnerships" Brent Donaldson, Liquidity Fund Investment Co., Emeryville, CA
"ESOPs: Valuation Considerations" Thomas E. Higgins, ASA, Higgins, Marcus & Lovett, Los Angeles, CA
"Hazardous Waste: Corporate, Director and Shareholder Liability" James Price, Spencer Fane Britt & Brown, Kansas City, Kansas
"Oppression of Minority Shareholders" F. Hodge O'Neal and Robert Thompson, Professors of Law at Washington University, St. Louis, MO
"The IRS and Closely-Held Companies" Walter Hick, Internal Revenue Service
1986 Montauk, Long Island, NY
Sponsored by: Chase Manhattan Bank Citibank Manufacturers Hanover U.S. Trust Company
"Valuation of Intangible Assets" Lynn W. McCrary, IV, ASA, Philadelphia Capital Advisors
"New Securities and Approaches for Valuations for Estate Freezes, ESOPs, and Options After 1986" M. Mark Lee, Benchmark Valuation Consultants
"Closely-Held Business Interests, The Effect of Sections 302, 303 and 6166" Davis Gerson, Tax Dept., Ernst & Whinney, New York
"Judicial Dissolution & Other Remedies Available to Minority Shareholders in Closely-Held Corps. - A Review of the Laws of California, Delaware, New Jersey & New York" Joel L. Carr, Attorney, New York, NY; Joseph R. Simone, Attorney, New York, NY
1985 Carmel, California
Sponsored by: Bank of America The Crocker Bank
"Quantitative Valuation Techniques" Thomas Higgins, Higgins Marcus & Lovett, Inc., Los Angeles, CA
"Trends in Surcharge Actions" Dominic J. Campisi
"Fiduciary Hazards of Partnerships" James Leathers, Orrick Herrington & Sutcliffs, San Jose, CA
"Partnership Freeze Techniques" M. Mark Lee, Benchmark Valuation Consultants, New York, NY
"Dealing with the IRS" "Fee Generation & Marketing Trust Business Advisory Service" Enger
"Estate Planning for Closely-Held Business Owners" "Equity Buyout/IRC 302-318" "IRC 303-6166, Stock Recaps, Private Annuities" Sherwood
"Corporate Liquidations" "Getting Money out of Closely-Held Company" Odegaard
1978 Fairlee, Vermont
Sponsored by: Bank of Boston
"Estate Planning Through Recapitalization" Alex Howard, Standard Research Consultants
"Enabling Trust and Estate Language for Closely-Held" George H. Stephenson, First National Bank of Corporations, Boston, MA
"Creditors' Right to Proceeds of Life Insurance Policy Assigned as Security for Demand Loan" J. S. Rogers
"Valuation Discounts Used in Determining the Fair Market Value of Minority Interests in Closely-Held Common Stocks" M. Mark Lee, Standard Research Consultants, New York, NY
"Duties and Liabilities of Directors for Closely-Held Businesses in Trust" James R. Devine, AVP, Seattle-First National Bank
"Managing the Closely-Held Business" George H. Kelly, VP, Northwestern National Bank, Minnesota
1977 Quadna, Minnesota
Sponsored by: Northwest Bank
"The Lawyer's View of the Closely-Held Company" John E. Harris
"Pre-Death Tax and Financial Planning for the Closely-Held Corporation" W.T. Arnold, Vice President, Northwestern National Bank, Minneapolis, MN
1976 Port Ludlow, Washington
Sponsored by: Seattle First National Bank
"Tax Reform Bill of '76, Summary of the Conf. Agreement on H.R. 10602" House on Ways and Means on 9/14/76
"Bibliography of Stock & Business Valuation" Dr. Vincent Jolivet, Financial Consultant, Seattle, Washington
"Special Valuation Problems in the Use of Preferred Stock in Estate Planning" "Special Valuation Problems Involving ESOTS" David A. Duryee, Seattle-First National Bank
"Taxable Corporate Liquidations" "Tax Aspects of Tax-Free Corporate Liquidations" "Getting Money Out of a Closely-Held Corporation" David G. Odegaard, Touche Ross & Co.
"Power to Continue Business of Decedent" George G. Bogert
"Estate Planning for Closely-Held Business Owners" "Discounts - Minority Interest, Non-marketability" Howard Nichols, First National Bank of Boston
"Administration of Business Interests in Trust and Estates" Business Advisory Services, Seattle-First National Bank
