Speaker: Rita E. Luce
Topic: Qualified Plans and IRA's - Part 2
MCLE, CFP and CPE credits are approved for this session.
Presentation Overview: Use of See-Through Trusts, Conduit Trusts, Trusted IRAs, as a Planning Tool
Rita E. Luce has over twenty years of estate planning experience, counseling individuals and families on all aspects of estate planning, including implementing gift and estate tax reduction strategies, creating lifetime and testamentary asset transfers, planning for family and closely held businesses, utilizing trusts for control and creditor protection, and creating and administrating charitable organizations. Rita also represents executors and trustees in the administration of estates and trusts.
Rita is rated AV (highest) by Martindale-Hubell, and is included in Bar Register of Preeminent Women Lawyers (top 5%).
Thank you to our sponsor
- Networking begins at 7:15 a.m.
- Breakfast served at 7:30 a.m.
- Speaker Presentation at 8:00 a.m.
- Meeting concludes at 9:00 a.m.