FEPCMD Dinner Event "What the Cool Kids Are Doing in Estate Planning"

Date: Thursday, September 12, 2024
Time: 5:15pm - 7:30pm
Location: Pine Lake Country Club, 3300 Pine Lake Road, West Bloomfield, MI 48324
Speaker: Samuel A. Donaldson, JD, LL.M., AEP (Distinguished)

Registration will open in 2024.

Meeting Agenda:

5:15 pm to 6:15 pm - Cocktails

6:15 pm to 6:30 pm - FEPCMD Announcements

6:30 pm to 7:30 pm - Presentation During Dinner

Key Presentation Points:

In light of recent developments, some estate planning strategies have become especially popular. This presentation explains and evaluates several “hot” planning ideas, including spousal lifetime access trusts, charitable remainder trusts as beneficiaries of retirement accounts, ultra-long-term GRATs, and incomplete gift non grantor trusts.

Complete Details Will Follow Shortly


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