Portability, a permanent fixture in the estate planning world, adds a new dimension to planning and new tools in the planner’s toolbox. Portability is a game changer … Lester will summarize the new law, challenge the proposition that the use of traditional by-pass trusts are still viable planning tools, and demonstrate ways that can enhance the net-after tax returns for clients when planning with portability in mind.
East Valley Estate Planning Council
www.evepc.wildapricot.org
evepc@premiumorganization.com
602-840-2900 X1