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Estate Planning Professionals Luncheon

January 9 @ 11:30 am - 1:00 pm

PLACER COMMUNITY FOUNDATION presents in partnership with PLACER COUNTY BAR ASSOCIATION

Estate Planning Professionals Luncheon

“A Team Approach to Estate Planning” with Guest Speaker David Gaw of Gaw Estate Planning

Thursday, January 9, 2020, 11:30 a.m. – 1:00 p.m.

This session will offer you information to:

  • Credit Trust? Termination or Modification? Q-TIPPing? “Delaware Tax Trap”? Portability?
  • Educate your clients about the flexible charitable giving options a community foundation can provide
  • Create added value for your clients by utilizing a team approach to your services

Who should attend: Estate Planning Professionals including Attorneys, CPAs, Financial Advisors.

Location: Randy Peters Event Center, 105 Vernon Street, Roseville, CA 95678

Register: Placer County Bar Association

Questions: Michelle Hamil at 530.885.4920 or [email protected]

This presentation qualifies for one hour MCLE credit or one hour MCLE specialty credit in Estate Planning. This program qualifies for Certified Financial Planner Board of Standards CE credit. This program qualifies for California Board of Accountancy CE credit.

ABOUT DAVID….
Dave is a Certified Specialist in Estate Planning, Probate and Trust Law, designated by the State Bar of California Board of Legal Specialization. He is a former member of the Executive Committee of the Trusts and Estates Section of the State Bar. He speaks extensively throughout California and the nation on a variety of estate planning and administration topics, and is among the most respected attorneys in his field.

Details

Date:
January 9
Time:
11:30 am - 1:00 pm

Venue

Randy Peters Event Center
105 Vernon St
Roseville, CA 95678
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