21st Annual Advanced ALI CLE Course of Study
Cosponsored by:
• ABA Section of Real Property, Trust and Estate Law
• ABA Section of Taxation

Estate Planning for the Family Business Owner

Wednesday - Friday, July 18 - 20, 2012
Video Webcast
The Ritz-Carlton | San Francisco, CA



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Terrific course with outstanding, practice-oriented speakers. Anyone who practices primarily in this area should consider attending every 2-3 years! – Lee F. Mercier, Dale, Bald, Showalter, Mercier & Green, P.A, Jacksonville, Florida
As a person in the position of legal advisor and 2nd generation business owner I enjoyed hearing a family’s success story and learning what tools they used to get where they are today. – Virginia Marie Woelper, Cleveland
The combination of academic ideas and actual experience of the presenters is powerful and valuable! I am leaving this program with some practical applications which will benefit the clients with whom we work on their financial plan and business succession plan. The materials provided will also be valuable as reference in the future. This is my first ALI-ABA course and I will definitely attend future courses.
The case study was terrific – more real world issues to stimulate creative thinking in our clients’ situations.
It was a phenomenal conference and I have gained tremendous knowledge to help me serve my clients.
An excellent program. This will be an annual event for someone in my office. It has an excellent mix of topics, all of which were well presented.