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Complimentary Seminar – Creative Uses of Charitable Remainder and Charitable Lead Trusts
February 13 @ 4:00 pm - 6:00 pm
Please join us for a COMPLIMENTARY seminar where Managing Partner Matt Dana, Partner Trevor Whiting and guest speaker Larry Lytle, First Vice President with RBC Wealth Management, will discuss:
- How to avoid Estate Tax with a Charitable Remainder or Charitable Lead Trust
- How to defer Income Tax with a Charitable Remainder or Charitable Lead Trust
The seminar will be followed by cocktails and conversation.