January EPI LA Chapter Monthly Meeting
December 6, 2017
March Community Insights – California Estate and Elder Law
December 19, 2017
When:
April 4, 2019 @ 12:00 pm – 1:30 pm
2019-04-04T12:00:00-07:00
2019-04-04T13:30:00-07:00
Where:
Southern California Institute
10251 Vista Sorrento Pkwy
Ste 250
Cost:
Free
Contact:
Stacy Nation
858-200-1925

Community Insights are family round tables offered to estate, financial, business, real estate, as well long-term care planning clients.  ComIns are designed to introduce you to the various planning options that facilitate achieving their goals.  You will benefit from being included in programming that keeps you abreast of the various alternatives in today’s market place.

In the midst of running a thriving firm its tough enough just to keep up.  Community Insights provides simple tools and client friendly language to initiate consistent marketing and conversations with existing, past, and prospective clients.

This Month’s Topic:

Taking the Handcuffs Off the Surviving Spouse; presented by Joe Strazzeri, Esq. and Scott Stewart, Esq.

For years, estate planning attorneys have been using A/B trusts primarily to protect their clients against estate taxes (though there are other reasons such as creditor protection and family bloodline protection).  Now, however, the majority of Americans are no longer subject to the estate tax – and capital gains taxes are what most of our clients are concerned about.  Join Joe and Scott for a discussion on B trusts and AB Trusts – are they still the best option, and if not, what can/should you do about it?