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Creative Planning With Grantor Retained Annuity Trusts

  • 20 Feb 2019
  • 7:00 AM - 8:30 AM
  • Mesa Country Club: 660 W Fairway Dr, Mesa, AZ 85201

Registration

  • Includes first time and repeat guests

Registration is closed

"Creative Planning With Grantor Retained Annuity Trusts"

 
 Brent W. Nelson
 Partner
 Snell & Wilmer, L.L.P



 

Grantor Retained Annuity Trusts (GRATs) can be powerful estate planning tools, even in a high exemption environment.  This presentation will discuss the basics of GRATs, how to make GRATs perform, how to fix under performing GRATs, and creative advanced planning to maximize a GRAT’s effectiveness.  The presentation and materials will focus on practical tips that attendees can start using to improve their planning and ultimately save their clients more in taxes.

 Greet and Thank our Meetings 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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