Estate planning is constantly changing as income taxes increase, estate taxes are reduced, portability takes hold and the economy recovers.
Explore traditional and new planning techniques designed with flexibility in mind to address the new paradigm.
Recent tax law development and case law updates
Plans for small, medium and large estates
Business advice for succession planning
Effective and efficient charitable strategies
Ethical considerations in representing families and their entities.
Continuing education credits for CFP, CLE, CPE and CTFA pending
Co-sponsored by The Community Foundation for Monterey County and The Salvation Army, Golden State Division.
Late registration fee is $50.00, please call regarding space availability 831-241-6341
For additional information, contact Solange Hansen, Planned Giving Director for The Salvation Army at 831-241-6341