Estate Planning Seminars

Seminar Handouts

Succession Planning for Closely-Held Businesses, American Academy of Attorney-Certified Public Accountants, 3/17/2017

Succession Planning for Closely-Held Businesses, Texas Society of Certified Public Accountants/Houston Chapter, 7/17/2013

Family Limited Partnerships, Texas Society of Certified Public Accountants/Houston Chapter, 7/16/2013

Family Limited Partnerships, Texas Society of Certified Public Accountants/Houston Chapter, 11/15/2011

Succession Planning for Closely-Held Businesses, Texas Society of Certified Public Accountants/Houston Chapter, 8/3/2011

Family Limited Partnerships, Texas Society of Certified Public Accountants/Houston Chapter, 7/27/2011

Succession Planning for Closely-Held Businesses, Texas Society of Certified Public Accountants/Houston Chapter, 6/16/2011

Negotiating the Business Acquisition, Texas Society of Certified Public Accountants/Panhandle Chapter, 8/24/2010

Succession Planning for Closely-Held Businesses, Texas Society of Certified Public Accountants/Houston Chapter, 7/6/2010

Family Limited Partnerships, Texas Society of Certified Public Accountants/Houston Chapter, 6/23/2010

Family Limited Partnerships, Texas Society of Certified Public Accountants/Houston Chapter, 6/21/2010

Family Limited Partnerships, Texas Society of Certified Public Accountants/Rio Grande Valley Chapter, 9/25/2009

Succession Planning for Closely-Held Businesses, Texas Society of Certified Public Accountants/Houston Chapter, 8/6/2009

Family Limited Partnerships, Texas Society of Certified Public Accountants/Houston Chapter, 7/27/2009

Succession Planning for Closely-Held Businesses, Texas Society of Certified Public Accountants/Houston Chapter/2008 CFO Conference, 10/21/2008

Family Limited Partnerships, Texas Society of Certified Public Accountants/Houston Chapter, 6/23/2008

Family Limited Partnerships, Melton & Melton, L.L.P., CPAs, 12/7/2007

Family Limited Partnerships, Texas Society of Certified Public Accountants/Rio Grande Valley Chapter, 8/10/2007

Family Limited Partnerships, Texas Society of Certified Public Accountants/Houston Chapter, 6/21/2007

Family Limited Partnerships, Texas Society of Certified Public Accountants/Houston Chapter, 6/14/2006

Family Limited Partnerships, Texas Society of Certified Public Accountants/Houston Chapter, 7/11/2005

Family Limited Partnerships, Texas Society of Certified Public Accountants/Houston Chapter, 7/14/2004

Family Limited Partnerships, Texas Society of Certified Public Accountants/Houston Chapter, 6/17/2002

Family Limited Partnerships, Texas Society of Certified Public Accountants/Houston Chapter, 1/18/2002

Family Limited Partnerships, Texas Society of Certified Public Accountants/Houston Chapter, 11/16/2000

Family Limited Partnerships, Texas Society of Certified Public Accountants/Houston Chapter, 6/16/2000

Family Limited Partnerships, Texas Society of Certified Public Accountants/Houston Chapter, 5/31/2000

Family Limited Partnerships, Texas Society of Certified Public Accountants/Houston Chapter, 12/1/1999

Family Limited Partnerships, Texas Society of Certified Public Accountants/Houston Chapter, 6/30/1999

Family Limited Partnerships, Texas Society of Certified Public Accountants/Houston Chapter, 9/22/1998

Family Limited Partnerships, Texas Society of Certified Public Accountants/Houston Chapter, 7/13/1998

Family Limited Partnerships, Texas Society of Certified Public Accountants/Houston Chapter/1998 CPE Family Conference, 7/10/1998

Family Limited Partnerships, Texas Society of Certified Public Accountants/Houston Chapter, 10/27/1997

Negotiating the Business Acquisition, Texas Society of Certified Public Accountants/Houston Chapter/1997 CPE Family Conference, 6/20/1997

Family Limited Partnerships, Texas Society of Certified Public Accountants/Houston Chapter, 6/18/1997

Family Limited Partnerships, Texas Society of Certified Public Accountants/Houston Chapter, 12/4/1996

Family Limited Partnerships, National Business Institute, 8/7/1996

Family Limited Partnerships, Texas Society of Certified Public Accountants/Houston Chapter, 5/20/1996

Family Limited Partnerships, Texas Women's Society of Certified Public Accountants, 3/9/1996

Family Limited Partnerships, Texas Society of Certified Public Accountants/Houston Chapter, 11/20/1995

Family Limited Partnerships, Texas Society of Certified Public Accountants/Houston Chapter, 9/20/1995

Family Limited Partnerships, Texas Society of Certified Public Accountants/Houston Chapter, 9/19/1995

Family Limited Partnerships, Texas Society of Certified Public Accountants/Houston Chapter, 9/13/1995

Family Limited Partnerships, The AFP Group, 9/8/1995

Family Limited Partnerships, National Business Institute, 7/25/1995

Family Limited Partnerships, Texas Society of Certified Public Accountants/Houston Chapter, 5/22/1995

Family Limited Partnerships, Texas Society of Certified Public Accountants/Houston Chapter, 12/29/1994

Family Limited Partnerships, Texas Society of Certified Public Accountants/Houston Chapter, 11/3/1994

Family Limited Partnerships, CE Seminars, 9/22/1994

Family Limited Partnerships, Remington Insurance Group, 8/4/1994

Family Limited Partnerships, Texas Society of Certified Public Accountants/Houston Chapter/1994 Spring Accounting Expo, 5/26/1994

Family Limited Partnerships, Cox & Lord P.C. Certified Public Accountants, 5/24/1994

Life Insurance Trusts, Texas Society of Certified Public Accountants/Houston Chapter, 3/3/1994

Family Limited Partnerships, Texas Society of Certified Public Accountants/Houston Chapter, 1/6/1994

Family Limited Partnerships, CE Seminars, 12/16/1993

Life Insurance Trusts, Texas Society of Certified Public Accountants/The CPA & The Older Client, 6/29/1993