Event: Estate Lunch & Dinner (September)​

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 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

Estate Class Dinner

Tuesday, September 24th at 5:30 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)