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The AAII Southeast Florida Chapter presents...


"Hot Topics in Family Wealth Transfer Planning"

    Discussed by:

    Shawn Snyder
    Shawn Snyder Owner, Snyder & Snyder, P.A.

This presentation will cover recent changes in the law, including recent notable cases, and their impact on estate planning. Shawn Snyder will discuss new and rediscovered opportunities in planning and asset protection, including taking another look at the credit shelter trust, disclaimer planning and dynasty trusts. Snyder will address changes and obstacles still remaining for same-sex couples, especially lack of consistency in treatment and unresolved issues of relocating to “non-recognition” states. The speaker will also briefly discuss the emerging field of estate planning with digital assets and the importance of addressing the fiduciary control over, and disposition of, digital assets.

Attend This Meeting and Learn...
Commonly used techniques seen through the asset protection and income tax lens
How recent developments under DOMA affect same-sex estate planning
Questions of (digital) life and death

  MEETING DETAILS
Date:
Wednesday, May 21, 2014
Time:
10:00 a.m.    Registration/Social
10:30 a.m.    Program
11:15 a.m.    Q&A
Snacks and light refreshments will be offered.
Location:
Charles Schwab Office Conference Room
500 East Broward Blvd., Suite 101 (first floor)
Fort Lauderdale, FL
954/568-0078
[ Map This Location ]
Payment:
At the Door (space permitting), Everyone, $5
Full-Time Students with ID, Free

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