Advanced Estate Planning

Name: Advanced Estate Planning
SKU: EB25164
Price: 45.00 USD
Availability: InStock
Rating: 4.5 (24 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

	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. "
	Mark V "A lot of new information."
	Debra P "Nice variety of sophisticated topics"
	Christopher H "Very informative on higher level issues regarding estate planning."
	Jarom S "Overall helpful information if you knew what they were talking about. "
	Amy B "A wealth of information was shared with sufficient citation to permit additional research and review to be carried out. "
	Trevor W "The presenters were well prepared and demonstrated knowledge on the topics."
	Beth C "Really good choice of different complex areas. nice to have this go through the State Bar rather than having to go to other outside resources"
	Matthew B "Very knowledgeable speakers"
	Stephanie H "Found the content to be very informative"