Broker Check
22 June
Do You Need an Advanced Estate Plan?


In this seminar on Advanced Estate Planning, you'll learn:

  • Who can benefit from advanced estate planning strategies
  • The changing landscape of the federal estate tax system, including information on exclusions and the marital and charitable deductions
  • Techniques to minimize estate taxes, including different trust arrangements
  • Common estate freeze strategies such as family limited partnerships and private annuities

You'll also receive a free workbook created just for this presentation. The workbook contains key information, worksheets, and questions to help you remember important points from the seminar.

Date and Time

Mon, Jun 22, 2020

6:00p - 7:00p CST


Virtual Meeting via Zoom


Event Registration