Advanced Estate Planning

Name: Advanced Estate Planning
SKU: EB25164
Price: 45.00 USD
Availability: InStock
Rating: 4.51 (47 reviews)

This program will cover the following presentations:

Beneficiary Defective Whats?!: Provide a high level overview along with the nuts and bolts of BDITs/BDOTs.
Charitable Gift Trusts: Provide an overview of charitable lead trusts and charitable remainder trusts, including drafting considerations and pitfalls, tax implications, and funding issues.
Hot Topics in Advanced Estate Planning: An overview of some of the important planning considerations in 2025

Chairs:
Shawn Garner, Deason Garner & Hanson
Brent Nelson, Rimon, P.C.

Faculty:
Katie Callaway, Fennemore Craig PC
Samuel DiPietro CPA, Spencer Fane LLP
Brent Nelson, Rimon, P.C.

Format	Title	File Size	Page Count
.pdf	Advanced Estate Planning	4.23 MB	139

	Alyssa W "Very useful information, communicated effectively. "
	Page U "A lot of great useful practical information."
	Guadalupe I "The topics chosen were timely and very useful."
	Laurie A "The speakers were excellent but it's hard to take in such complex information so quickly."
	Vanessa H "Well presented, but not very engaging."
	Suzanne M "Very informative, well organized"
	David L "WELL PREPARED PROFESSIONAL SPEAKERS"
	Jennifer M "Very informative"
	Hadar A "Knowledgeable speakers"
	Kathryn M "First speaker gave us an outline but the gist of her talk and the info needed was not included. Had I known, I would have recorded it. "