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Greetings!
Join Morris Law Group's attorneys and special guests Tom Gresh and Tammy Henderson from Marsh & McLennan for important and informative presentations and discussions about wealth preservation, taxes and asset protection at our biannual Essential Estate Planning Summit for Advisors.

When: Thursday, Jan. 30, 2020, from 8 a.m.-11:30 a.m.
Where: Boca Raton Marriott at Boca Center, 5150 Town Center Circle, Boca Raton, FL 33486
What: Networking/continental breakfast starts at 8 a.m.; Presentations start at 9 a.m.
Agenda:
  • Protecting Your Affluent Clients From Current and Rising Threats - Tom Gresh, CMIP, CPRIA, USCG, Vice President, and Tammy Henderson, CPRIA, Director of Business Development, Marsh & McLennan
  • The SECURE Act: How Do Clients Get Their Retirement Assets Safely To Their Beneficiaries - Stuart R. Morris, Esq., CPA, B.C.S., Partner, Morris Law Group
  • Misconceptions About Estate/Trust Administration - Gregory S. Bloshinsky, Esq., B.C.S., Partner, Morris Law Group
  • High Net Worth Estate Planning: Maintaining Control of Assets Through Opportunity Trusts & Gifting - Joshua B. Glaser, Esq., LL.M., Morris Law Group
  • What's Up With The Spousal Unused Exemption Amount? - Michael S. Gross, Esq., LL.M., B.C.S., Morris Law Group

RSVP now by clicking "I'll be there" below or by contacting Caryn at (561) 750-3850 or Marketing@Law-Morris.com by Jan. 24, 2020.