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DTSTART:20190917T141500Z
DTEND:20190917T160000Z
LOCATION:Westlake Village Inn
UID:1675720190917T141500ZAnnual Estate Planning Roundtable Discussion
DTSTAMP:20260405T143820Z
DESCRIPTION:\nCome 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: \n• Will the SECURE Act eliminate stretch IRAs? \n• What to do with stale Bypass Trusts? \n• When to plan with long-term care insurance? \n• Can my clients benefit from A.B.L.E. accounts? \n• Are reverse mortgages the best option for my clients? \n• Elder financial abuse on the rise in CA? \n• What is the 2020 Split Roll ballot initiative, and how will it affect my clients’ property tax? \n• The 2019 proposed California inheritance tax. Really?\n \nThis is one meeting you won't want to miss!\n
SUMMARY:Annual Estate Planning Roundtable Discussion - Conejo Valley Estate Planning Council 
PRIORITY:3
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DESCRIPTION:Reminder
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