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Receive a comprehensive overview of advanced estate planning concepts, from a discussion of the current laws, to document drafting, generation skipping, use of trusts, portability, wealth transfer strategies, planning for spouses and making lifetime gifts.
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7/29/2015
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When:
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Wednesday from 09:00 AM until 05:00 PM
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Where:
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York County Bar Center 137 E. Market St. York, Pennsylvania 17401 United States
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Presenter:
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PBI
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Contact:
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Cheryl Kauffman
cheryl.kauffman@yorkbar.com
717-854-8755 x203
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« Go to Upcoming Event List
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Receive a comprehensive overview of advanced estate planning concepts, from a discussion of the current laws, to document drafting, generation skipping, use of trusts, portability, wealth transfer strategies, planning for spouses and making lifetime gifts. Examine the needs of non-traditional couples. Non-traditional couples may require creative estate planning techniques to protect their assets and address their unique situation. This seminar devotes time to discussing the special needs of these individuals. Discover the many other factors that impact an estate plan, from charitable giving to federal income taxation to business succession planning.
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