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Monthly Membership Meeting: February 19

  • 19 Feb 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:
Lester Law, JD
Director
ABBOT DOWNING
  
 
 Topic: "Portability"
Program Description:

Portability, a permanent fixture in the estate planning world, adds a new dimension to planning and new tools in the planner’s toolbox.  Portability is a game changer …  Lester will summarize the new law, challenge the proposition that the use of traditional by-pass trusts are still viable planning tools, and demonstrate ways that can enhance the net-after tax returns for clients when planning with portability in mind.

 

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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