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Complimentary Seminar – Changes in the SECURE Act and Sun Setting of the Estate Tax Exemptions

April 28, 2020 @ 4:00 pm - 6:00 pm

Please join Tom Brady Sr., Dana Whiting Law, Beach Fleischman and UBS Financial Services for cocktails and conversation about recent changes to the tax law and strategies to minimize your tax burden. Topics will include:

  • Spousal Gift Trust, lock in the $11M exemption before we lose it
  • Charitable Lead Trusts
  • Opportunity Zone Investing Inside a Charitable Lead Trust
  • Life Insurance Planning with Spousal Gift Trust and Charitable Trusts

Event Registration

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Details

Date:
April 28, 2020
Time:
4:00 pm - 6:00 pm

Organizer

Dana Whiting Law
Phone
480-515-3716
View Organizer Website

Venue

Western Spirit: Scottsdale’s Museum of the West
3830 N. Marshall Way
Scotttsdale, AZ 85251 United States
+ Google Map
Phone
480-686-9539
View Venue Website