Broker Check
17 March
Planning Issues Beyond Federal Estate Taxes


This Talk will introduce 20 issues that families of means could consider in their planning that have little to do with the federal estate tax.  Five such issues are: Are trusts the only way to avoid probate; which type of trust may be right for you (if any); defending the surviving spouse from family; providing for children with special needs; and how the SECURE Act may impact your planning.  This Talk has been popular among attendees due in part to the interactive discussion that takes place.  Seating is limited.

Date and Time

Tue, Mar 17, 2020

6:00p - 8:00p EST


David's Restaurant and Lounge - The Wine Room

802 Ash Street
Fernandina Beach , FL 32034
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