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DTSTART;TZID=UTC:20250520T113000
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SUMMARY:Basics and Beyond Living Trusts
DESCRIPTION:Presented by: Michael Offenheiser \nOffering 1.0 hour of CLE and CPE credit \nWe 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. \nWhat We’ll Cover: \n\nCurrent Estate & Gift Tax laws: what’s changing and what it means for your clients\nPlanning for what happens in the event of incapacity\nAvoiding probate\, legal delays\, and unnecessary costs\nCreating smooth transitions and promoting family harmony\nEnsuring prudent management of property\nProtecting from creditors\, predators\, taxes\, and waste\nEngaging the next generation in legacy and wealth stewardship\n\n  \nJoin 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. \n*Located at a neighboring building while Brown & Streza is under construction \nPlease enable JavaScript in your browser to complete this form.Please enable JavaScript in your browser to complete this form.Name *FirstLastEmail *Phone Number *Organization *Job Title *How did you hear about this event?  *		\n			How hear Organization\n			\n		\n		Questions for the PresenterRSVP
URL:https://www.brownandstreza.com/event/basics-and-beyond-living-trusts/
LOCATION:100 Spectrum\, 12th Floor\, 100 Spectrum\, 12th Floor\, Irvine\, United States
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