Estate Planning/Probate Section Meeting
Join the Estate Planning and Probate Section on Friday, May 13, 2016 for a CLE presentation, “The Estate Planning World Changed—Did You Get the Memo?” Attorney Gary V. Post of the Blum Law Firm will explore the mysteries, myths and realities of the new post-ATRA world of estate planning. He will include a practical discussion of the new portability rules and portability v. credit shelter debate. We will look at the planning impact of the expanded estate tax exemption amount and the higher income tax rates, and discover creative planning opportunities to accomplish both transfer tax minimization and income tax basis step-up objectives. This presentation will be helpful to attorneys and advisors alike. We hope you can join us.
Date: May 13, 2016
Time: 11:45-1:00
Location: Abuelo's in East Plano, 3420 N. Central, north of Parker Rd.
Cost: $15 including tax and tip for fajita buffet, tea and water
CLE credit: 1 hour
REGISTRATION DEADLINE: MAY 12, NOON