Presented by: Michael Offenheiser
Offering 1.0 hour of CLE and CPE credit
We invite you and your clients to join us for an insightful seminar designed to complement and enhance the guidance you already provide. This session will explore estate planning fundamentals and beyond—equipping you with tools to help your clients preserve wealth, minimize tax exposure, and plan for long-term family well-being.
What We’ll Cover:
- Current Estate & Gift Tax laws: what’s changing and what it means for your clients
- Planning for what happens in the event of incapacity
- Avoiding probate, legal delays, and unnecessary costs
- Creating smooth transitions and promoting family harmony
- Ensuring prudent management of property
- Protecting from creditors, predators, taxes, and waste
- Engaging the next generation in legacy and wealth stewardship
Join Us at 100 Spectrum Center Drive, 12th Floor* at 11:30 am for networking and a complimentary lunch. The presentation will begin at 12:00 pm.
*Located at a neighboring building while Brown & Streza is under construction
