What Estate Planning Techniques
Should You Be Focused on Right Now?
There are so many options available. Which are the hottest and most relevant to clients for 2015?
Should planners put more emphasis on asset protection planning? Should planners focus on income tax savings? What about drafting flexibility? Are there opportunities to help clients modify their existing plans? Are Dynasty Trusts still important?
Join us and nationally renowned estate planning and asset protection planning attorney, Steven J. Oshins, J.D., AEP (Distinguished) and nationally renowned CPA and tax planner, Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA, as they answer these and other critical planning questions for 2015 in a special and timely program entitled, “The Top Ten Estate Planning Ideas for 2015”.
Steve and Bob will cover the latest strategies in a manner that will benefit beginning, intermediate and advanced planners - - so that this program will be beneficial to all levels and types of professionals (including attorneys, CPAs, financial advisors, life insurance agents, and trust officers). The intent of the program is to give every attendee at least one new concept to help your practice.
“I’ve heard both Steve and Bob before and enjoy the fact that they not only know their stuff, but they communicate it in a way that is ‘edutainment’ - - both educational and entertaining!”
– Scott Y., Wells Fargo Advisors
During this special 90-minute presentation, you will:
- Learn which estate planning techniques should remain popular in 2015
- Discover new strategies that you may not be already using
- Find ways to help your prospects and clients with existing irrevocable trusts
- Have a review of many of the older, time-tested concepts that you might not have been using recently
And much, much more!