The AAII Dallas/Fort Worth Chapter presents...

Estate Planning Update and Rethinking Our Legacy

    Discussed by:

    Marjorie J. Stephens
    Law Offices of Marjorie Stephens

The presentation will include recent estate planning developments and an overview of core estate planning principles that every independent investor needs to know. Beyond the general estate plan, advanced planning tools such as annuity trusts and family limited partnerships will be discussed. The speaker will discuss these advanced topics in plain English. The handout will be a comprehensive estate planning guide.

Attend This Meeting and Learn...
The ways in which simplifying is safe under the new law and the ways in which it is not
What “portability” means for you under the new law
Why the next two years present a unique opportunity in estate planning

Saturday, April 23, 2011
8:00 a.m.    Registration/Social/Continental Breakfast
8:30 a.m. – 12:00 p.m.    Program
11:30 a.m.    Q&A
10:00 a.m.    Refreshments
DFW Airport Westin (was Harvey Hotel)
4545 W. John Carpenter Fwy. (114)
Irving, TX 75063
[ Map This Location ]
In Advance (by 4/18 to allow handout printing) Everyone,
At the Door space permitting Everyone, $35/person
No Refunds

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