Annual Estate Planning Roundtable Discussion

Date: Tuesday, September 17, 2019
Time: 7:15am - 9:00am
Location: Westlake Village Inn
Speaker: James Stephens, Esq.

Come join CVEPC Past President James Stephens as he leads an interactive session exploring recent issues and trends in estate and tax planning.  Topics being covered include:

Will the SECURE Act eliminate stretch IRAs?
What to do with stale Bypass Trusts?
When to plan with long-term care insurance?
Can my clients benefit from A.B.L.E. accounts?
Are reverse mortgages the best option for my clients?
Elder financial abuse on the rise in CA?
What is the 2020 Split Roll ballot initiative, and how will it affect my clients’ property tax?
The 2019 proposed California inheritance tax. Really?

This is one meeting you won't want to miss!

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