"Estate and Tax Planning for the Affluent Client"
Date: Tuesday, April 22, 2025
Time: 12:00pm - 1:00pm
Location: Luncheon at San Antonio Country Club
Speaker: Brad Trevino with New York Life
"Your Client Has a Plan - Is it the Plan They Want?"
Description: This presentation will teach about trending techniques in estate tax planning for affluent families as well as exploring various techniques for business owners and blended families. Also, it will review new issues concerning digital assets and rulings that may affect an affluent family's estate tax liability.
- Prerequisites: None
- Experience Level: Intermediate
- Advanced Preparation: None
- Teaching Method: Lecture
CE Submission:
- CLE - 1 Hour Approved
- CFP - 1 Hour Approved
- CPE - 1 Hour Approved
- CTFA - 1.25 Hours Approved
Event Information: Registration will open at 11:30am - Program will begin at 12:00pm.
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