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9 Feb February 2011 Breakfast Meeting
Jacob Stein will be speaking on "Asset Protection Planning: Focus on LLCs and Limited Partnerships"
The presentation will take a practical approach to asset protection planning – what works and what does not work, including last-minute planning. Focusing on the use of legal entities to protect assets, you will learn which entities offer a better shield from liabilities, common pitfalls and planning opportunities. Each attendee will receive the instructor’s full outline on asset protection – over 150 pages of in-depth information with full citations.
To RSVP, click on the following link: https://events.r20.constantcontact.com/register/eventReg?llr=krgtkygab&oeidk=a07e5j2xw6y1cc2c31f&oseq=
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18 Feb February 21 TMMC Seminar
ALL IN THE FAMILY—MULTI-GENERATIONAL
FINANCIAL PLANNING
• Transferring assets from one generation to the next
• Estate planning is not just for the super-wealthy
• Issues that can arise when families deal with money
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23 Feb February 2012 Focus Group
ADMINISTERING A STALE BYPASS TRUST WITHOUT HAVING A TRIPLE BYPASS
Featuring Eric Harris and Ashley Risner Copp
Rehabilitating Stale Trusts – A Case Study
As estate planning professionals, it is not uncommon to discover an unfunded bypass/exemption trust when reviewing the estate plan of a surviving spouse. In some cases, the deceased spouse may have died ten or twenty years ago, or more, and no allocation and funding was ever accomplished. In many instances, these stale trusts may involve sensitive tax and beneficiary issues, creating a potential minefield for you and the client when performing the allocation and funding. In this presentation, we will cover the following topics in a case study format:
1. When should a stale trust be funded? Is it better to do nothing at all?
2. What options are available for funding stale trusts taking into account sensitive tax and/or beneficiary issues, and how does one deal with various classes of assets involved in the allocation?
3. How does one successfully integrate the team approach during the allocation and funding process (client, attorney, CPA/EA, fiduciary, investment advisor)?
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