Recent Developments Winter Sections Meeting

  • 02/16/2012
  • 7:30 AM - 10:00 AM
  • Principal Financial Group


FSP Atlanta
Winter Sections Meeting:
Recent Developments

Online registration is now closed.  Please call (770) 516-0207 or email for assistance.

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

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

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

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