Our ongoing monthly Estate Planning series for advisors and clients.
The EP101 series, Estate Planning 101, is designed to provide bite size introductions into discrete concepts that make up the overall planning picture for the modern family and business owners. Participants will be exposed to basic planning concepts with case studies to further develop estate planning solutions in light of tax and regulatory issues.
This month, we highlight the use of ABC trust planning.
Light lunch served. Please RSVP.