Please Join Us on Thursday, Nov. 5th for a Seminar at the Orange County Bar Assn.
Top 10 (or so) Mistakes We See in Estate Planning – and Tips to Avoid Them!
There are a variety of pitfalls, traps and missteps that practitioners and clients can make during the estate planning and administration process, any of which could be extremely costly to both the professional advisor and the client. Our presentation will highlight several of the mistakes we see that are made in estate planning and administrations today, and provide tips on how you and your clients can avoid them. Issues that will be addressed include homestead, gift and generation-skipping transfer tax, annual exclusion and crummy gifts, insurance and retirement beneficiary designations, trust ownership of S corporation stock, and trust planning for minors.
Thurs., November 5, 2015
11:30 a.m. – 12:00 p.m.
Registration and Lunch
12:00 p.m. – 1:15 p.m.
Program
Location:
Orange County Bar Association
880 N. Orange Avenue
Orlando, FL 32801
Parking is available behind the OCBA building, along the street on Orange Avenue, and at the Wells Fargo building at 800 N. Magnolia Ave. – in the parking garage.
Kindly RSVP:
By November 2nd to
estateplanning@deanmead.com
or by phone: (407) 428-5195
