Estate Dinner & Lunch (Event RSVP)

Estate & Tax Reform 2024:

Today’s estate & tax environment is changing with the sunset of current tax code and new rules to significantly raise taxes for some, create opportunities for others, and change rules for everyone.

Topics Covered Include:

  • Avoiding probate without the use of expensive trusts
  • Eliminating conflicts of interest with attorneys, corporate trusts and investment advisors
  • How holding assets in Joint Tenancy can ruin a good Estate Plan
  • Keep the IRS from taking over 72% of your Retirement Distribuition
  • Strategies for creating and utilizing Special Needs Trusts
  • Benefits and strategies to utilize TN Asset Protection Trusts
  • How to Protect NOW from the Tax Code Sunset in 2025

Choose which event you want to attend:

This event is at full capacity, but you can join the waiting list. If any openings become available, we will contact you.

[WAITING LIST] Estate Lunch - Tuesday February 27th

Starts at 11:30 AM
Location: Blue Orleans Seafood Restaurant

Event Waiting List Form: