Clicky

Loading Events

« All Events

  • This event has passed.

Estate Planning Update

December 6 @ 8:30 am

The purpose of this course is to discuss the tools and techniques being adopted in today’s estate planning environment.
Topics include
* Appropriate wills and POAs
* Trusts (testamentary and inter vivos)
* Texas Probate and Procedure
* Estates, Gift and Generation Skipping Taxes
* Forms 709 and 706
* FLPs, GRATs, Defective Grantor Trusts, QPRs, ILITs, etc.
* Nonprobate assets
* IRS Audit Considerations