Estate Planning Recent Developments

Date: Tuesday, March 19, 2024
Time: 12:00pm - 1:00pm
Location: Luncheon at San Antonio Country Club
Speaker: Steve Akers of Bessemer Trust

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"Estate Planning Tax Update"

Description & Objective:  Highlights of Current Developments and Observations from Heckerling 2024

  • Prerequisites:  None
  • Experience Level: Intermediate
  • Advanced Preparation: None
  • Teaching Method: Lecture

CE Submission:

  • CLE - Approved
  • CFP - Approved 
  • CPE - Approved
  • CTFA - Approved for 1.25 hrs.

Event Information:  Registration will open at 11:30am - Program will begin at 12:00pm.  NOTICE:  Please arrive early as the country club is under extensive renovations and parking spaces close to the front entrance may not be available.

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