Providing Informed Guidance In The Creation, Conservation And Distribution Of Estates.
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Qualified Plans and IRA's - Part 2

  • November 07, 2018
  • 7:15 AM - 9:00 AM (CST)
  • Butterfield Country Club - 2800 Midwest Rd, Oak Brook, IL 60523

Registration

  • Please note that guests may attend two meetings per lifetime, and then must join as members.
  • Sponsors receive one complimentary breakfast. Other members of your group can attend at $35 per guest. - Code Required

Registration is closed

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

Speaker Biography:

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


Additional Details:

- 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.


DuPage County Estate Planning Council | 1018 W. Madison, Ste. 9, Chicago, IL 60607
Tel.  708.338.0760 | dpcepc@navandassoc.com

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