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2014 Summer Meeting

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When: June 19, 2014 – June 22, 2014

Event Category:

National Meetings

Professional Program Materials

Balancing the Income and Transfer Tax Aspects of Traditional (and Not So Traditional) Estate Planning Techniques
Balancing the Income and Transfer Tax Aspects of Traditional (and Not So Traditional) Estate Planning Techniques: Selected Topics
Portability or No: End of the Credit Shelter Trust?
Providing the Liquidity to Pay Estate Taxes Due – Private Financing of Large Premiums
A Guide to Life Insurance Products – These Ain’t Your Granddad’s policies!
Stand Alone: Alpha to Omega: Life Cycle of an Estate Plan – Session I: Beyond the Wonder Years: Advising Clients at the Beginning of the Journey
Alpha to Omega: Life Cycle of an Estate Plan – Session II: Stay Linked with Your Younger Clients (and Younger Colleagues) – by Forever Friending the Latest Technology and Social Media
Alpha to Omega: Life Cycle of an Estate Plan – Session III: Until Divorce Do Us Part
Alpha to Omega: Life Cycle of an Estate Plan – Session IV: Haute Cuisinart – Estate Planning for the Blended Family
Alpha to Omega: Life Cycle of an Estate Plan – Session V: Modern Day Magellans: The Brain Mappers
Alpha to Omega: Life Cycle of an Estate Plan – Session VI: Eleventh Hour Action Items for the Client Who is Approaching the Journey’s End

Committee Meeting Materials

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