Recent Developments Winter Sections Meeting

Details:
Thursday, February 16, 2012
7:30 am - 10:00 am
2 hrs. CE (GA Ins., CFP, CLE, CPE, CIE, PACE) applied for

Featuring: 
Larry Freiman; Menden, Freiman LLP
"The $5M Gift Tax Exemption Ends in 2012: What Will You Advise Your Clients to Do?"
   Ideas for your clients before the sun sets on this
   extraordinary opportunity:
     - Simple gifting strategies vs. GST planning
     - Spousal access trusts
     - Gifts to irrevocable life insurance trusts
     - Dynasty trusts
     - Intentionally Defective Grantor Trusts
     - GRATs
Brian Friedman of Wellspring and Douglas Duncan of Lefkoff Duncan on recent industry developments:
     - Developments in statutory and case law impacting
       estate planning, life insurance and wealth transfer
     - Leveraging TRA 2010 planning opportunities using
       life insurance

Location:
Principal Financial Group
2000 RiverEdge Pkwy, Ste. 1010
Atlanta, GA  30328

Cost: 
FREE to FSP Members
Non-members $35
Students $15