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The AAII Southeast Florida Chapter presents...


"Living Trusts, Estate Planning, and the New Tax Laws"

    Discussed by:

    Craig Donoff
    Estate Planning Attorney

Mr. Donoff will discuss why living trusts are important and how to avoid probate. Topics include funding trusts, types of trusts, servicing your trust, and gifting. Updated estate tax laws will be on the agenda as well. A lively question and answer session will conclude the presentation.

Attend This Meeting and Learn...
Why it is important to avoid probate
Why every investor should have a revocable living trust
Proposed tax law changes and their impact

  MEETING DETAILS
Date:
Wednesday, October 20, 2010
Time:
10:00 a.m.    Registration/Social/Refreshments
10:30 a.m.    Program
11:15 a.m.    Q&A
Location:
Charles Schwab
500 East Broward Blvd., Ste 101
Fort Lauderdale, FL 33394
954/468-2419
[ Map This Location ]
Payment:
In Advance (by 10/15; adv. registration requested), Everyone, $12/person
At the Door (space permitting), Everyone, $15/person
No Refunds

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