Advisor's Seminars
Upcoming Seminars
Estate and Gift Tax Update
Wednesday, June 8, 2011, 12:00 - 1:30pm at the Westin Town CenterThis presentation aims to unravel and clarify the new tax legislation known as the (temporary) Tax Relief Act of 2010. We will discuss the critical implications of the new law on your current estate and tax planning, as well as the unique opportunities presented during the two-year life span of this temporary “patch.”
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Asset Protection
Wednesday, October 26, 2011, 12:00 - 1:30pm at the Westin Town CenterWhat is asset protection? Is it legal? Is it effective? Do I have to “hide” assets offshore to protect them? These and other related questions are the subject of our asset protection planning seminar, which is designed to convey a fundamental understanding of the legitimate techniques and vehicles used for protecting resources, including statutory property exemptions, corporations, limited liability companies, and trusts.
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