Dinner Meeting - Estate and Legacy Planning for the Modern Family
Program Overview ~
This seminar, based around the characters of the popular TV show Modern Family, focuses on the myriad of estate and legacy planning issues faced by this fictional family. These issues include: a second marriage where the new spouse is the same age as the children from the prior marriage, a non-citizen spouse and a same sex couple with an adopted child. Estate tax Issues around the unlimited marital deduction and lifetime gifting between unmarried couples will be covered. The presentation discusses a wide range of insurance based planning strategies.
For Lori Epsteins's complete bio please see “Related Documents” below.
Based upon our interpretation of the New York State Board for Public Accountancy regulations, this event will qualify for one (1) CPE credit in Specialized Knowledge. Our New York State CPE Sponsor license number is 000783.
Networking Reception Sponsored By:
COST (includes parking):
RSVP: Friday, September 28, 2012
CREDIT CARD PAYMENTS ACCEPTED:
Checks should be made payable to the Estate Planning Council of Westchester County, Inc. and mailed along with a copy of your registration receipt to: