Event: Estate Lunch & Dinner

Event Overview

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 Distribution
  • 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
One of our team members will get in touch within 24 hours to confirm your attendance. Please note that your RSVP is NOT confirmed until you receive a call from our office. Thank you!

**The invitations have a MISPRINT. The Estate Class Dinner at 1885 is on TUESDAY September 24th!

Estate Class Dinner

Tuesday, September 24th at 6:00 PM

Location: 1885 Grill - 9469 Bradmore Ln #101, Ooltewah, TN

Estate Class Lunch

Tuesday, October 1st at 11:30 am

Location: Feed Co Table & Tavern - 201 W Main St, Chattanooga, TN
CONFIRM YOUR ATTENDANCE

Estate Dinner & Lunch - RSVP Form:

Estate Dinner (Tue, September 24th)

Estate Lunch (Tue, October 1st)