Timely Program from the Society of FSP Addresses Key Influences on Your Practice
February 10, 2017
Estate Planning Workshop – Sponsored by Peak Trust – San Diego
October 31, 2017
June 6, 2019 @ 2:30 pm – 4:00 pm
The Southern California Institute
10251 Vista Sorrento Parkway
Suite 250, San Diego
CA 92121
Shelley Lightfoot
858 200-1911

June 6, 2019 – The New Estate Tax Laws and Your Clients’ Appraisals; Presented by Elena Kohn

Most of your clients’ estates will have assets that must be appraised either while they are alive or after death for any number of reasons such as purchasing insurance, determining the worth of charitable tax deductions, or dividing assets among beneficiaries.  Elaina will share what to expect from an appraisal report on Arts, Antiques, and Collectables – and the methods used as a part of estate planning as well as strategies of personal property appraisals in light of the new tax law.