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Estate Planning Update Tools & Techniques

December 5, 2018 @ 8:30 am

The purpose of this course is to discuss updates, including the new 2017 Tax Act provisions, on the tools and techniques being adopted in today’s estate planning environment. Specifically, the course will address updates on the following issues:
appropriate wills and POAs
trusts (testamentary and inter vivos)
Texas probate and procedure
estates, gift and generation-skipping taxes