Seminar Events
The Biggest Estate Planning Event of the Season
Join Us to Learn About:
-Tailored strategies focusing on estate, gift and generation skipping tax reduction
-Implementing cutting-edge planning tools into your estate plan, such as Dynasty Trusts and Spousal Lifetime Access Trusts
-Methods being used to protect assets from the looming reduction of the Federal Estate Tax exemption
-Highly effective techniques to mitigate the tax burden associated with rapidly appreciating assets
-Tax-efficient transfer methods to ensure a smooth succession or sale of the family business
-How you can implement a Zero-Estate Tax Plan that delivers 100% of your life’s work to your children, grandchildren, and cherished charities
Location: Newly Re-Opened Ritz-Carlton Beach Resort
280 Vanderbilt Beach Road, Naples, Florida 34108
Dates: February 10 & 24, 2024 (9:00 AM – 10:30 AM)
Seating is limited!
Call 239-352-4111 to reserve your seat at this not to be missed event, or leave your information below and we will contact you.