The AAII Silicon Valley Chapter presents...

Estate Planning101: The Basics and Beyond

    Discussed by:

    Rebecca E. Renzas
    Attorney, Greene Radovsky Maloney Share & Hennigh LLP

We all know that nothing is certain in life but death and taxes, yet few people effectuate successful estate plans, and even fewer understand the plans that they already have. This presentation will explain the economic and personal value of an effective estate plan, its basic components, and how to ensure that your goals are met. It will also provide an introduction to sophisticated estate planning techniques, including lifetime gifting opportunities, generation-skipping transfer tax avoidance and charitable giving. The presentation will discuss related issues such as business succession planning and real estate transfers, and you will also receive an update on significant recent changes to federal tax law.

Attend This Meeting and Learn...
The essential components of an estate plan
Why planning is necessary to achieve your goals and protect your estate
How to avoid common estate planning pitfalls

Saturday, June 18, 2011
9:00 a.m.    Registration/Social/Breakfast
9:30 a.m    Program
11:00 a.m.    Q & A
Lookout Restaurant at Sunnyvale Muni Golf Course
605 Macara Ave.
[ Map This Location ]
In Advance (Online by 6/14 or Mail by 6/11)
Everyone, $20/person
At the Door
Space permitting.
Everyone, $30/person
No Refunds

Pay Online �

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