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The presentation will review the history of Federal Estate and Gift Tax Exemption, explore different planning strategies and opportunities, and provide you with tools to assess your clients’ circumstances for decision making as to whether the client is a good fit for a particular recommendation. We will discuss how to implement these planning strategies with your team, including their wealth management advisor, accountant, and valuation experts, well in advance of the impending sunset.
7:15 a.m. full breakfast buffet 7:45 a.m. announcements, estate planning update, sponsor message 8:00 - 9:00 a.m. program
Please note: all registrations must be paid in advance. Cancellation with refund is available until 10:00 a.m. four business days in advance.
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DuPage County Estate Planning Council | 1018 W. Madison St., Ste. 9 | Chicago, IL 60607Tel. 708.338.0760 | dpcepc@navandassoc.com
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