UNH Center for Family Business

'Families and Money' Topic of UNH Forum

By Janet Lathrop
UNH News Bureau

March 13, 2001

DURHAM, N.H. -- “Families and Money: Values and Lessons about Earning It, Using It, and Giving It Away” is the topic of a University of New Hampshire Center for Family Business (CFB) program on Tuesday, April 3 at the Highlander Inn, Manchester Airport.

A panel discussion sponsored by CFB’s Shapiro Forum will explore some of the complex emotional, financial and social aspects of managing and transferring family wealth. A distinguished panelist for this event will be UNH Foundation President, Young Dawkins III. Registration and continental breakfast begin at 8 a.m., followed by the forum from 8:30 to 11:30.

Experts will discuss the current most effective ways to transfer family wealth, including the difference between assets left outright compared to assets left in trust and consequences of each for the family’s next generation. Kevin Flatley, Director of Estate Planning at Fleet Bank, will lead the panel discussion. The experts are also expected to update forum participants on proposed estate tax law changes, and the role of philanthropy in estate and tax planning.

A special one-time non-member CFB trial registration fee for this event is $95 per family payable to UNH. Registration before March 26 is requested by contacting the UNH Center for Family Business, (603) 862-1107. The UNH center is sponsored by MassMutual Insurance; Fleet Bank; Cleveland, Waters and Bass; Berry, Dunn, McNeil and Parker, and Genus Resources.

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