33rd INLAND EMPIRE ESTATE PLANNING SEMINAR

Date: Wednesday, November 28, 2012
Time: 1:00 PM - 6:00 PM
Location: Orton Center, University of Redlands
Speaker: Nationally Known Speakers

The 33rd Annual Estate Planning Seminar takes place on Wednesday, November 28, 2012

ORTON CENTER, UNIVERSITY OF REDLANDS 1:00 P.M.- 6 P.M.

 

PROGRAM

 

The Trust Protector:  Duties and Liabilities and Sample Provisions

Andy Katzenstein, Esq. Proskauer Rose, Century City

 

How to Keep Your 706 and 709 OFF My Radar,

David Fogel, IRS

 

Succession Planning with Pass-Through Entities

Owen Fiore, Fiore Wealth Planning Consulting

 

What You Thought You Knew About Crummey Powers

Nancy Henderson, Henderson, Caverly, Pum and Charney, LLP

 

To Register on the Web go to http://mjrCPAs.com/events  Early Bird Registration of $155 Extended through Nov 1 after that $180.

Registration Fee $155 may be paid on the web or mailed to IEEPS, Inc. PO Box 7795, Redlands, CA 92375

For more information contact Joanna Averett 909 380-8799 Javerett@firstam.com or Susan Kean 909 389-0740 keansusan@gmail.com

 

See Upcoming Event Calendar