The Estate Planning Seminar for Professionals is designed for attorneys, certified public accountants and financial planners who are involved in sophisticated estate planning with their clients. The course provides analysis of recent federal estate and gift tax statutes, regulations and case decisions relating to valuation issues, “defined value” clauses, family limited partnerships, the marital deduction, life insurance, individual retirement accounts, and other hot estate planning topics.
Participants will be advised on Texas legislative updates, analysis of case decisions affecting the Texas Probate Code, the Texas Trust Code, and the estate practice as well as several state and federal cases.
Friday, February 27, 2015
8:00 a.m.-12:00 p.m.
(doors open at 7:30 a.m.)
Hot and Hearty Breakfast hosted by WestStar Bank-Wealth Management Services
The Foundation Room
333 N. Oregon, 1st Floor
Free Parking in the Mills Plaza Parking Garage
$85 registration fee includes printed materials.
MCLE 3.25 hours- includes 1 hour of ethics
CPE 3.5 hours
CFP 3.5 hours
Registration Payment Options:
Click here https://epcf.org/estate to register.
Fax the attached form to 915-532-0716
Mail the attached form to EPCF at PO Box 272, El Paso, TX 79943
Registration is guaranteed upon receipt of payment. Seating is limited.