Essential Estate Planning Summit
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Don't Miss This Informative Program Especially for Advisors!
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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.
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RSVP Here for the Essential Estate Planning Summit for Advisors
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LOCATION
Boca Raton Marriott at Boca Center
DATE AND TIME
01/30/20
8:00am -
01/30/20
11:30am
An informative program on wealth preservation, taxes and asset protection especially for advisors presented by Morris Law Group
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MAIN OFFICE
7284 West Palmetto Park Road, Suite 101, Boca Raton, FL 33433
Phone: 561-750-3850 * Fax: 561-750-4069 * Website: www.Law-Morris.com
ADDITIONAL OFFICES
Aventura * West Palm Beach * Weston
© 2020 All Rights Reserved.
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