January 2012 Council Meeting

  • 01/24/2012
  • 5:15 PM - 7:00 PM
  • The Georgian Club

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January 2012 EPCNGA Meeting

 

Date: Tuesday, January 24, 2012


Location: The Georgian Club 

Time: 5:15 – 7:00 pm

 

Cost: FREE to members / $40 Non-members & Guests

 

SPEAKER: Richard Morgan, Morgan & DiSalvo

TOPIC:  "Estate Planning within the Chaos: What to do with One Year Left of the 2010 Tax Act"

This presentation will cover the estate planning strategies and tactics to consider in light of the one remaining year of the 2010 Tax Act, including:
  • What planning steps should our clients be taking?
  • What changes should be made to wills and trusts?
  • How should the $5 million gift and GST tax exemptions be used?

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