The Basics of Purpose Trusts

10/23/2014 - 12:30 PM to 1:30 PM
This program will help attendees understand the concept of a trust without beneficiaries and how they may be used in an estate plan. ...
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Estate, Gift, and GST Tax Basics for the New Estate Planner

11/05/2014 - 12:30 PM to 1:30 PM
This program will provide an introduction to the estate, gift and generation-skipping transfer taxes. Our speaker will describe the key components of each tax, explain how the taxes relate to one another, and provide context for how each tax is relevant for purposes of preparing an estate plan. This program is particularly relevant for new estate planners....
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