Estate Planning

Calendar

Section Lunches are generally the 2nd Tuesday of each month (Oct., Nov., Jan, Feb, March, April) at the
Utah State Bar Building: 645 South 200, East Salt Lake City

Upcoming Events

When: Tuesday, January 8, 2013; 11:45am
Where: Joseph Smith Memorial Building
(complimentary parking available at JSMB and City Creek Center)
Cost: $25, for members and non-members
Registration deadline: January 4th
What: Joint Meeting with Society of Financial Service Professionals, Financial Planning Association and National Association of Insurance and Financial Advisors.
This meeting will feature discussions amongst each table pertaining to particular case studies. The primary goal of the discussion is for members of the group to get to know each other and to become familiar with the various skills that various financial practitioners and professional advisers bring to the table. Case studies are drawn from the following concepts:

1. Business Succession Planning
2. Key Executive Compensation
3. Comprehensive Estate Planning
4. Philanthropy for Tax Exempt Planning
5. Estate Equalization
6. Comprehensive Financial Planning

Outcome: We hope this turns out to be a true networking opportunity as well as a hands-on discussion of how collaboration and different points-of-view can help clients achieve the best possible outcome.

ONLINE REGISTRATION

Past Events