Estate Planning Pitfalls to Avoid – from the Litigator’s Perspective

Presented by Kent S. Berk and Frank W. Moskowitz

During this portion of the presentation, you will learn…

  • What is probate? Ways to try to avoid probate.
  • Common problems in elder law, probate, trust & estate matters.
  • How to try to avoid these problems.

Help Your Clients Plan for a Lifetime Financial Legacy for their Heirs

Presented by Kirk Kaprelian, CFP® ChFC®, Private Wealth Advisor of Ameriprise Financial
During this complimentary seminar, we will cover these topics:
  • The key role beneficiary designations play in IRA wealth transfer.
  • IRA beneficiary designation options, including the Ameriprise Financial Special Beneficiary Restriction.
  • How to help clients manage estate tax burden for themselves and their heirs.
Office located at 14274 N. Northsight Blvd., Suite 100, Scottsdale, AZ 85260 (this is not the seminar location)

Important Information

Please join us on Thursday, March 6th 2014 at 6:30pm

Location: ING Investment Management Conference Facility

7337 E. Doubletree Ranch Rd.
Scottsdale, AZ  85258
The second portion of the seminar has been approved for 1 hour of CPE credit.  It is an informational seminar and there is no cost or obligation.  Sandwiches & Refreshments will be provided. 

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