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September 2015

Webinar – The Return of Charitable Remainder Trusts – CE Credits

September 16 @ 10:00 am - 11:00 am
WheelerFrost,
2665 Fourth Ave
San Diego, CA 92103 United States
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Join us for a webinar in our office with content provided by National Advisors Trust Company. While the Charitable Remainder Trust (CRT) has never gone away, recent years have not been as favorable for their creation. As markets rise and tax laws have increased, CRTs are more popular than ever, and a great way to…

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October 2015

Trust Webinar – Estate Planning for the Retirement Plan (CE Credits)

October 14 @ 10:00 am - 11:00 am
WheelerFrost,
2665 Fourth Ave
San Diego, CA 92103 United States
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Join us for a webinar in our office with content provided by National Advisors Trust Company. This program will address the key issues to understand for those who have clients with significant retirement assets. The rules for retirement plans are extensive and often are complicated when trying to include them in the estate plan. Here…

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November 2015

Trust Webinar – Structuring and Managing ILITs Effectively (CE Credits)

November 18 @ 10:00 am - 11:00 am
WheelerFrost,
2665 Fourth Ave
San Diego, CA 92103 United States
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Join us for a webinar in our office with content provided by National Advisors Trust Company. This program explores the complex issues with Irrevocable Life Insurance Trust (ILIT). We will examine administrative, tax, fiduciary, and investment issues. ILITs often do not link in well with standard practices and trustee compensation. This discussion will highlight common…

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December 2015

Trust Webinar – Planning Issues for Estates under $10 Million (CE Credits)

December 16 @ 10:00 am - 11:00 am
WheelerFrost,
2665 Fourth Ave
San Diego, CA 92103 United States
+ Google Map

Join us for a webinar in our office with content provided by National Advisors Trust Company. With Estate tax exclusions at over $5 Million per person, over 99% of Americans no longer are threatened with Estate tax, and as a result, there are challenges to many traditional estate planning techniques. Here we will discuss which…

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