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
- 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.
Please join us on Thursday, March 6th 2014 at 6:30pm
Location: ING Investment Management Conference Facility7337 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.
Fill out the form below to sign up for this seminar: