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2009
The 2009 Attorneys for Family-Held Enterprises Annual Conference
April 22-25, 2009
Planters Inn
112 North Market Street
Charleston, South Carolina 29401
Online Agenda
Online Registration
Session Abstract - PDF - Word
Conference Brochure
2008
The 2008 Attorneys for Family-Held Enterprises Annual Conference
April 9-12, 2008
Watermark Hotel & Spa, San Antonio, TX
Online Registration
Downloadable Conference Brochure - 1 Meg
| AGENDA |
WEDNESDAY, APRIL 9, 2008 |
| 6:00 – 8:00 p.m. |
OPENING RECEPTION |
THURSDAY, APRIL 10, 2008 |
| 7:30 – 8:30 a.m. |
REGISTRATION AND BREAKFAST |
| 8:30 a.m. |
WELCOMING REMARKS |
| 8:30 – 10:00 a.m. |
SESSION 1: Interactive Case Study: Fain Signature Group
Brad Fain | Fain Signature Group | Prescott Valley, Arizona
Mike Cohn | CFG Business Solutions, LLC | Phoenix, Arizona |
| 10:00 -10:30 a.m. |
BREAK |
| 10:30 a.m. – 12:00 p.m. |
SESSION 2: Valuation and Middle Market Capital Markets Update
William O. Cranshaw | Management Planning, Inc. | Simsbury, Connecticut
James Dwyer | MPI Securities, Inc. | Princeton, New Jersey |
| 12:00 – 1:30 p.m. |
LUNCH PROVIDED |
| 1:30 – 3:00 p.m. |
SESSION 3: Asset Protection for the Closely Held Family Business
Mario Mata | Cantey & Hanger, LLP | Dallas, Texas |
| 3:00 – 3:30 p.m. |
BREAK |
| 3:30 – 5:00 p.m. |
SESSION 4: Preventing and Resolving Family Business Conflicts:
Optimizing the Use of Psychological and Legal Tools
George F. Burns | Bernstein Shur | Portland, Maine
Thomas D. Davidow, Ed.D. | Thomas D. Davidow & Associates | Brookline, Massachusetts |
| 7:30 – 10:00 p.m. |
ANNUAL RECEPTION & DINNER |
FRIDAY, APRIL 11, 2008 |
| 8:30 a.m. |
MORNING ANNOUNCEMENTS |
| 8:30 – 10:00 a.m. |
SESSION 5: Proactive and Preventive Planning for FLPs and the Closely Held Businesses
R. Hal Moorman | Moorman, Tate, Moorman, Urquhart, & Haley, LLP | Brenam, Texas
Stephanie Loomis-Price | Baker Botts LLP | Houston, Texas |
| 10:00 – 10:30 a.m. |
BREAK |
| 10:30 a.m. – 12:00 p.m. |
SESSION 6: Raising Financially Fit Kids
Joline Godfrey | Independent Means, Inc. | Santa Barbara, California |
| 12:00 p.m. – 1:30 p.m. |
LUNCH PROVIDED |
SATURDAY, APRIL 12, 2008 |
| 8:30 a.m. |
MORNING ANNOUNCEMENTS |
| 8:30 – 10:00 a.m. |
SESSION 7: Transitions in Family Foundations: Integrating Leadership Succession
into Foundation Governance
Bonnie Brown Hartley, Michael Hartley | Transition Dynamics, Inc. | Venice, Florida
R. Frederick Caspersen | Farella Braun + Martell LLP | St. Helena, California |
| 10:00 – 10:30 a.m. |
BREAK |
| 10:30 a.m. – 12:00 p.m. |
SESSION 8: Family Offices
Michael D. Whitty | Winston & Strawn | Chicago, Illinois |
| 12:00 p.m. |
ADJOURN |
2007
AGENDA
Conference Chair Mark K. Harder, Warner Norcross & Judd LLP |
WEDNESDAY, APRIL 18, 2007 |
| 7:00 - 9:00 p.m. |
Opening Reception |
THURSDAY, APRIL 19, 2007 |
| 7:30 - 8:30 |
Registration and Breakfast |
| 8:30 - 8:45 |
Welcoming Remarks |
| 8:45 - 10:15 |
Insurance Planning,
Charlie Ratner, Ernst & Young LLP |
| 10:15 - 10:45 |
Break |
| 10:45 - 12:15 |
We the Family: Family Constitutions and Family Offices,
John Dadakis, Schiff Hardin LLP and Michael Whitty, Winston & Strawn |
| 12:15 - 1:45 |
Lunch |
| 1:45 - 2:45 |
Valuation Update and Recent Experiences in Litigation with the IRS,
Bill Cranshaw, Management Planning, Inc. |
| 2:45 - 3:00 |
Break |
| 3:00 - 5:00 |
Balancing Entrepreneurial Risk and Fiduciary Duties:
Issues Arising when Family Firms are Owned in Trust,
Richard Narva, Roseview Group,
George Burns, Bernstein Shur,
Melvin Warshaw, JP Morgan Private Bank
and Anu Mullikin, Devine Millimet & Branch, Professional Association |
| 7:30 - 10:00 |
Annual Dinner
With remarks from members of the Cecil Family and Candlelight Tour of the House on Biltmore Estates |
FRIDAY, APRIL 20, 2007 |
| 8:30 - 8:45 |
Morning Announcements |
| 8:45 - 10:00 |
Cecil Family Case Study,
John Stevens, Roberts & Stevens, P.A.,
Vince Childress, Robert & Stevens, P.A.,
Bill Cecil, Jr, Dini Cecil Pickering and Steve Miller, Senior Executives of The Biltmore Company |
| 10:00 - 10:30 |
Break |
| 10:30 - 12:15 |
Family Business Governance: Best Practices and Practical Experience,
Jack Moore, National Association of Corporate Directors,
Donald Jonovic, Family Business Management Services,
Thomas Slaight, American Dehydrated Foods, Inc.
and David Southworth, Southworth Company |
| 12:15 - ? |
Lunch
Law Firm Best Practices for Serving the Falimy Business:
A Report from the Fall 2006 Reginal Conferences,
Michael Whitty, Winston & Strawn |
SATURDAY, APRIL 21, 2007 |
| 8:30 - 8:45 |
Registration / Morning Announcements |
| 8:45 - 10:15 |
Family Wealth Transfer: Generations, Life Cycles and the Law,
Bonnie Brown Hartley, Transition Dymanics, Inc.
and Gwendolyn Griffith, Speer, Hoyt, Jones, Feinman, Poppe, Wolf & Griffith, P.C.
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| 10:15 - 10:45 |
Break |
| 10:45 - 12:15 |
Transitioning the Smaller Family Business,
Mike Cohn, CFG Business Solutions, LLC |
| 12:15 |
Adjourn |
2006
**To make hotel reservations, call 1-800-351-1133. The rate for Wednesday and Thursday, not including taxes, is $265.00 per night. The rate for Friday and Saturday, not including taxes, is $345.00 per night. Please reference afhe when making your reservations.
2006 Annual Conference Sponsors
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2005
The 2005 Attorneys for Family-Held Enterprises Annual Conference
May 25-28, 2005
at
Napa River Inn
Napa, California
Downloadable Conference Brochure (PDF File) - 4.44 Meg
Downloadable Conference Registration Form (PDF File) - 0.21 Meg
2005 Annual Conference Sponsors |
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<Time> |
<Topic> |
<Speaker(s)> |
Wednesday, May 25, 2005 |
Opening Reception
6:00-9:00 |
Hors D’Oeuvres |
Wine |
Thursday, May 26, 2005
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Registration & Breakfast: 7:30-8:30 Breakfast Buffet Menu
Welcome Remarks: 8:30-8:45 |
Session 1: 8:45-10:15
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Case Study:
Finding Capital to Fuel Growth
and Create Liquidity - The
Fojtasek Companies |
Prof. Kevin Mulvaney
Strategic Advisors Group |
Break: 10:15-10:45 |
Session 2: 10:45-12:15 |
Finding Capital to Fuel Growth
and
Create Liquidity - The
Fojtasek Companies |
Richard Narva
Moderator
Genus Resources LLC,
Brook Parker
Lineage Capital
Vincent Costantini
Roseview Capital Partners
Mark Brody
City National Bank
Prof. Kevin Mulvaney
Strategic Advisors Group |
| Lunch: 12:30-1:30 |
| Session 3: 1:45-3:15 |
The Vermont
Country
Store:
A Case Study in
Family Succession
and Governance
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William Cranshaw
Management Planning Inc
Mike Cohn
CFG Business Solutions LLC
Herbert Fixler
Wolf, Block, Schorr
and Solis-Cohen LLP |
| Break: 3:15-3:45 |
| Session 4: 3:45-5:15 |
Values Based Advising -
A Formalized Approach
for Legal Counsel and
Their Clients
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Paul Milne
Simpson Wigle LLP
Fred Caspersen
Farella Braun + Martel LLP
Eugene Muscat, Ph.D.
University of San Francisco
Gellert Center for
Family Business |
Annual Dinner
Chimney Rock Winery |
Sponsored by Mellon |
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Friday, May 27, 2005 |
| Registration: 8:30 |
| Session 5: 8:30-9:30 |
Dealing with
Succession of the
Family Vacation Home:
From the Cottage to
the Compound
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Susan Meyers
Warner Norcross &
Judd LLP
Mark Swary
Hahn Loeser & Parks LLP |
| Break: 9:30-10:00 |
| Session 6: 10:00-11:45 |
Family Offices:
Balancing
Family Involvement and
Professional Management
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Daniel E. Cohn
Farella Braun & Martel LLP
Jeanne Myerson
President and CEO
Swig Investment Company
Joseph I. Perkovich
President and CEO
Collier Family Office
E. Roy Eisenhardt
Chairman of the Board
Swig Investment Company
Mark L. Vorsatz
Managing Director
Wealth & Tax Advisory
Services, Inc. |
Working Lunch/Session 7:
12:00-2:00
Menu
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Emergency Transition
Checklist |
Andrew N. Karlen
Dorf, Karlen & Stolzar LLP
Glenn R. Ayres
Glenn Ayres & Assoc. LLC
H.F. “Rick” Riebesell
The Riebesell Law Firm, P.C.
William O. Cranshaw
Management Planning Inc.
Jack Veale
PTCFO, Inc. |
Saturday, May 28, 2005 |
| Session 8: 8:30-10:00 |
Zen and the Art of
GRATs and Private
Annuities |
Stephen Gariepy
Hahn Loeser & Parks LLP |
| Break: 10:00-10:30 |
| Session 9: 10:30-12:00 |
Making the Right Half-
Time Adjustments:
How to Tweak Your FLP
Practice in Light of Recent Decisions and Rulings |
Joseph J. Korpics
Jones, Day, Reavis & Pogue |
2004
The
2004 Attorneys for Family-Held
Enterprises Annual Conference
May 19-22, 2004
at
The New York Palace
455 Madison Avenue
New York, NY 10022 Downloadable
Conference Brochure (PDF
File) - 4.44 Meg
Downloadable
Conference Registration Form
(PDF File) - 0.21 Meg
2004 Annual Conference Sponsors |
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| DAY
/ TIME |
SPEAKER
/ EVENT |
Wednesday,
May 19
6 :00 PM - 9:00 PM |
WELCOME
RECEPTION
The Tower
Penthouse Suite
(A three story suite
with large balcony and
dramatic skyline views) |
Thursday,
May 20
8:00 AM - 8:45 AM |
REGISTRATION |
Thursday,
May 20
8:45 AM - 9:00 AM |
INTRODUCTION
AND LOGISTICS
Mark F. Swary
Program Chair
Hahn, Loeser & Parks, LLP
Cleveland, OH |
Thursday,
May 20
9:00 AM - 10:30 AM |
VALUATION
UPDATE SELECTING AN APPRAISER
William
Cranshaw
Management
Planning, Inc.
Simsbury, CT
Mark K. Harder
Warner, Norcross & Judd, LLP
Holland, MI |
Thursday,
May 20
10:30 AM - 10:45 AM |
BREAK |
Thursday,
May 20
10:45 AM - 12:15 PM
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WEALTH
DEFENSE PLANNING aka “Asset Protection”
• “From
the Trenches”
• What works/what
doesn’t
• Actual case
studies
James R. Stillman
Ellman, Burke, Hoffman & Johnson, LLP
San Francisco, CA
Gideon Rothschild
Moses & Singer,
LLP
New York, NY |
Thursday,
May 20
12:15 PM - 1:30 PM |
LUNCHEON
at LE CIRQUE |
Thursday,
May 20
1:30 PM - 2:30 PM |
MONEY,
POWER, LOVE
• Practical tools for
cultivating change
in business families
Bonnie Brown Hartley, Ph.D.
Transition Dynamics,
Inc.
Eugene, OR |
Thursday,
May 20
2:30 PM - 3:45 PM |
BUY/SELL
AGREEMENTS
• Getting to the Buy/Sell
• Preparing the
business owners for
all the issues to be
considered before drafting.
• Meeting with
the family–How
to get them engaged
and how to develop
a systematic approah
and time table.
• Coordinating
professionals.
• Checklists
and forms.
H.R. “Rick” Riebesell
Riebesell & Porter,
LLP
Denver, CO
Richard L.
Narva
Genus Resources, LLC
Needham, MA |
Thursday,
May 20
3:45 PM - 4:00 PM |
BREAK |
Thursday,
May 20
4:00 PM - 5:30 PM |
• Customizing the Buy/Sell
(beyond boiler plate)
• Real life example:
The Tracy Family
• Actual forms
Mike Cohn
CFG Business Solutions,
LLC
Donald R.
Tracy
Brown, Hay & Stephens
Springfield, IL |
Thursday,
May 20
7:00 PM |
ANNUAL
DINNER
The Tower Penthouse Suite |
Friday,
May 21
8:00 AM - 8:30 AM |
REGISTRATION |
Friday,
May 21
8:30 AM - 10:15 AM |
INSURANCE
PLANNING FOR THE OWNERS
OF FAMILY BUSINESSES
• Product selection
and design
Charles L.
Ratner
Ernst & Young
Managing Director,
The Center for Family
Wealth Planning
Cleveland, OH
• Split Dollar and other
advanced planning techniques
• Examples
• Forms
John D. Dadakis
Morrison & Foerster,
LLP
New York, NY |
Friday,
May 21
10:15 AM - 10:45 AM |
BREAK |
Friday,
May 21
10:45 AM - 12:15 PM |
THE
SUN IS SHINING BRIGHTLY
ON NEW HORIZONS FOR
afhe MEMBERS IN ANCILLARY
BUSINESS AND MULTIDISCIPLINARY
BUSINESS DEVELOPMENT
• How
and why to do it
• Ethical and
business issues
• A business
model
Joe M. Goodman
Stokes, Bartholomew,
Evans & Petree,
P.A.
Nashville, TN |
Friday,
May 21
12:15 PM - 1:30 PM |
LUNCHEON
WHAT’S
HAPPENING IN WASHINGTON
Address by
Roger Raber,
Executive Director
of National
Association of Corporate
Directors (NACD) |
Friday,
May 21
1:45 PM - 3:30 PM |
AN
INSIDE VIEW BY OUTSIDE
BOARD MEMBERS
A
panel of prominent
business people serving
as board members of
closely-held businesses
will discuss topics
such as:
• Why
they serve
• How they view
their responsibilities
• What they bring
to the table
• How they deal
with liability issues
• How they are
compensated, etc.
Moderator:
Jack Veale
PTCFO, Inc.
West Hartford, CT
Panelists:
John Santa
-Santa Energy
- Bridgeport, CT
Jack Moore
-Benjamin Moore & Company -
Reston, VA
Robert F. Williams
- Williams Capital
Corp. - Cleveland,
OH
Peter Howell
- Chagrin Falls, OH |
Friday,
May 21
3:30 PM - 5:00 PM |
OPEN
DISCUSSION LED BY JAY
HUGHES
(Rick Riebesell to
Contribute)
Topics
such as:
• The
lawyer turned consultant
• How lawyers
can best serve the
high net worth family
client
• Report on Beaver
Creek Study Group (Rick
Riebesell to contribute)
James E. Hughes,
Jr.
Aspen, CO |
Friday,
May 21
5:30 PM - 7:00 PM |
COCKTAIL
PARTY |
Saturday,
May 22
8:30 AM - 10:00 AM |
LEVERAGED
ESTATE PLANNING TECHNIQUES
FOR A LOWER INTEREST,
LOWER INCOME TAX ENVIRONMENT
• Real life examples
and forms
Michael D.
Whitty
Winston & Strawn
Chicago, IL
Herbert B.
Fixler
Wolf, Block, Schorr
and Solis-Cohen, LLP
New York, NY |
Saturday,
May 22
10:00 AM - 10:30 PM |
BREAK |
Saturday,
May 22
10:30 AM - 12:00 PM |
COUNSELING
THE HIGH NET WORTH
FAMILIES WORKING WITH
afhe MEMBERS
Thomas Rogerson
Mellon Bank
New York, NY |
afhe has negotiated a room
rate of $225/night.
Participants should make their own reservations by calling The New York Palace
directly at 800-697-2522.
Please identify Attorneys for Family-Held Enterprises in order to secure the
negotiated group rate.
2003
We are a co-operating sponsor of the next FFI conference.
Click for more Information & Registration
| Co-Sponsorship Coordinator |
Mr. Joe M. Goodman, Esq.
Stokes Bartholomew Evans & Petree, P.A.
424 Church Street
Suite 2800
Nashville, TN 37219-2323 |
Offering Legal Resources to Businesses and Families
August 7 through August 9, 2003
afhe will be sponsoring a meeting in
Beaver Creek, Colorado (near Vail about two hours west of Denver)
on Offering Legal Resources to Businesses and
Families.
The purpose of the meeting
will be to study the experiences of our members in meeting the needs
of businesses and families for legal information and services and to
project what this experience means for the future conduct of advisory lawyers.
The dialogue will involve how lawyers may act as consultants. Gerald
Le Van and Glenn Ayres have indicated that they will attend. As most
of you know, these two lawyers are seminal thinkers and actors in structuring
innovative ways to advise businesses and families.
Attendance is open to all afhe members.
I ask that you email me if you wish to attend, and I will
provide you with further details of the meeting. Those who
attend need not be experienced in nontraditional methods
of offering legal resources, but should be very interested in future
activity based on the experience of those lawyers who have experimented
with alternative methods of offering legal resources. All who
attend will be asked to provide a personal history and statement of interest.
Please feel free to contact me with any questions or concerns.
The schedule will be:
Thursday, August 7 - arrive in Beaver Creek in time for early evening
cocktails and dinner. Friday, August 8 - meeting all day with a group dinner in the evening. Saturday, August 9 - Meeting to review the previous day's discussions
and adjourn by 11:00 am.
We are trying to structure the meeting and room charges so
that the cost of the meeting fee (including lunch on
Friday and dinners Thursday and Friday evening) and room
charge will be under $1,000 for the term of the meeting
(including a Saturday night stay). The travel arrangements would be
to fly to DIA (the Denver airport) and rent a car for the drive to Beaver
Creek (about two hours).
We look forward to hearing from afhe members wishing to
attend this meeting prior to June 13, 2003. After that
date, we may not be able to accommodate additional
registrations.
AGENDA
Downloadable Conference Agenda
(PDF File) - 0.73 Meg
Downloadable Registration Form (PDF File)
- 2.35 Meg
Downloadable Agenda and Registration (PDF File)
- 3.43 Meg
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2003 Annual Conference Sponsors |
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| DAY / TIME |
SPEAKER / EVENT |
Wednesday, April 30
7:00-9:00 PM |
COCKTAIL RECEPTION |
Thursday, May 1
8:00-9:00 AM |
REGISTRATION |
Thursday, May 1
9:00-12:30 AM |
FAMILY BUSINESS GOVERNANCE ISSUES
FAMILY BUSINESS GOVERNANCE ISSUES
Introduction to Family Governance Systems
Terence A. Todman, Jr., Esq.
New York, NY
Selecting Outside Directors and Advisory Boards and Discussion of Liability Issues
Henry Krasnow, Esq.
Krasnow Saunders Cornblath
Chicago, IL
Use of Trusts in Family Business Succession Plans & Special Governance Considerations
John Dadakis, Esq.
Clifford Chance US LLP
New York, NY
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Thursday, May 1
12:30-2:00 PM |
WORKING BUFFET LUNCHEON
Developing a Values Based
Mission Statement: A Software Demonstration
William J. Lyons
Asset Management Advisors
Palm Beach Garden, FL |
Thursday, May 1
2:30-4:00 PM |
Advanced Succession Planning
Techniques for Family Businesses: Advising Clients in an Uncertain Tax
Environment
Melvin A. Warshaw, Esq.
McDermott, Will & Emery
Boston, MA
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Thursday, May 1
7:00 PM |
ANNUAL DINNER |
Friday, May 2
8:00-8:30 AM |
REGISTRATION |
Friday, May 2
8:30 AM-10:30 AM |
PANEL
DISCUSSION – DEALING WITH
FAMILY CONFLICTS:
Views of a Judge, an Attorney and a Mediator
Moderated by:
Bonnie Brown Hartley, Ph.D.
Transition Dynamics, Inc.
Eugene, OR
and
Thomas D. Davidow, Ed.D.
Genus Resources, LLC
Needham, MA
The Honorable Jack B. Jacobs
Vice Chancellor
Court of Chancery
Wilmington, DE
James R. Stillman, Esq.
Murphy Sheneman Julian & Rogers
San Francisco, CA
John G. Wofford, Esq., Mediator
Cambridge, MA
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Friday, May 2
11:00 AM-12:30 PM |
Family Diagram: A First Step to
Understanding Families Over Time
Kathy Wiseman, MBA
Working Systems
Washington, D.C. |
Friday, May 2
12:30-1:30 PM |
LUNCH |
Friday, May 2
1:30-3:00 PM |
Family Business By the Numbers
William “Denny” Dennison, President
National Federation of Independent Businesses (NFIB)
Research Foundation |
Friday, May 2
3:30-5:00 PM |
How to Succeed in Representing Family Businesses: Maintaining Client Relations while Making Money
Roger Warum, family business consultant
National Center for Family Business
Hudson, OH |
Saturday, May 3
9:00-10:00 AM |
Valuation Update
William O. Cranshaw
Management Planning, Inc.
Simsbury, CT |
Saturday, May 3
10:30 AM – 12:00 PM |
A Personal View of Family Business Representation and Open Discussion
Jay Hughes, Esq.
Aspen, Colorado |
Contact Sarah Spiers, Executive Director of afhe, at (757) 565-5297 or by email
at afhe@afhe.com for more
information or to request registration materials by mail.
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