Loading Events

« All Events

  • This event has passed.

PLAN Seminar – Wealth Succession Planning Strategies for Families/Family Businesses

November 16, 2017 @ 7:30 am - 9:30 am


This seminar on family succession planning will provide continuing education credits as part of of our Philanthropic Leaders Advisory Network education seminars.

Presented by
R. Douglas DeNardo, Rothman Gordon

and in cooperation with
Indiana University of Pennsylvania Center for Family Business Department

Sponsored by the Community Foundation for the Alleghenies

Douglas DeNardo is a shareholder at Rothman Gordon in the Estates, Trusts and Taxation Department. He represents individuals, professionals, and owners of closely-held businesses and professional corporations and associations, working with them to develop strategies to meet their wealth transfer goals.  Doug also counsels professionals and business owners on comprehensive asset protection planning strategies, including domestic asset protection trusts. With the recent boom in Marcellus shale gas exploration, Doug has been assisting landowners in estate and income tax planning for lease bonuses and royalty payments with a particular emphasis on multigenerational planning. In addition, he represents charitable organizations (public charities and private foundations) in all facets, from formation to development efforts.

Professional Continuing Education Credit Approvals (*pending):
PA CLE (1.00)*
CFTA (1.00)* (Approved by ICB and should not be viewed as an endorsement of this program or its sponsor)
CFP (1.0)
CPE (1.0)*

Thursday, November 16, 2017
7:30 a.m. Registration and Buffet Breakfast Available
8:00 a.m. to 9:30 a.m. Educational Program

Frank J. Pasquerilla Conference Center
301 Napoleon Street
Johnstown, PA 15901

$10.00 per person, includes a breakfast buffet
Seating is limited. Click here to reserve your ticket now.


November 16, 2017
7:30 am - 9:30 am
Event Tags:
, ,


Venue Name: https://www.classy.org/johnstown/events/plan-seminar-wealth-succession-planning-strategies-for-families/family-businesses/e150946
Address: Frank J. Pasquerilla Conference Center 301 Napoleon Street
Johnstown, PA 15901 United States

+ Google Map