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Monthly Membership Meeting: October 15

  • 15 Oct 2014
  • 7:00 AM - 8:30 AM
  • Mesa Country Club, 660 W. Fairway Drive • Mesa, AZ 85201

Registration

  • If this is the first time you are attending an EVEPC event, we offer you a reduce guest fee for your first meeting. Welcome!
  • Standard Guest Fee
  • Already paid members of East Valley Estate Planners

Registration is closed

Speaker:
Stephanie Tribe, JD
Associate
Fennemore Craig, PC
 Topic:
"IRA Trusts"
 Program Description:
Naming a trust as a beneficiary of IRA assets is tricky business.  In this presentation, we will go through the issues that should be considered when choosing to name (or not name) a trust as the beneficiary of an IRA.  We will also discuss the preparation of the IRA beneficiary designation form and language to include in the trust that is to be the IRA beneficiary.
 

Greet and Thank our

Meeting Sponsor!

Be sure to arrive prior to 7:15am to enjoy a great breakfast and take advantage of the networking opportunities.
 

Many Thanks for your RSVP on/before Noon, the Friday prior to the meeting.


Additional meeting information:

Thank you for registering for this meeting!

We look forward to seeing you there. Watch for your event reminder two days beforehand...

Be sure to sign in for continuing education records.

Last minute cancellations: If you find you cannot attend, an e-mail to EVEPC@PremiumOrganization.com gives us an idea of how many extra seats we may have for those arriving "at the door".

Attending at the door? Additional information......

East Valley Estate Planning Council

www.evepc.wildapricot.org

evepc@premiumorganization.com

602-840-2900 X1

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