Most Compelling Opportunities Now.
Making Two Years Last a Lifetime

Estate Planning TechniquesDownload this informative webcast and hear our distinguished speaker discuss:

With the enactment of new estate, gift tax and GST tax (but possibly temporary) laws, how should professionals and their clients think about estate planning over the next two years? What might be lost if clients wait to act? Who should act now?
  • The likely state of the transfer tax system in 2013 and beyond.
  • The most compelling estate planning techniques based upon the current state of the capital markets.
  • The two estate planning techniques that solve the biggest risk that exists for clients today.
Continuing Education Credits
1.0 CLE credit AR, CA, CO, FL, GA, KY, MO, NY, OK, TN, TX, WA; pending IL, MN, UT
1.0 CFP credit
1.0 CPE credit (NASBA)
Any questions regarding CE credits please contact Monica Comfort at 888-659-4069 x823 or