Protecting Beneficiaries From Themselves…and Others

Date: Tuesday, November 16, 2027
Time: 11:30 AM - 01:30 PM
Location: Minnehaha Country Club
Speaker: Cannon Teleconference

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This Cannon Teleconference will be only offered live in person at the Minnehaha Country Club. The recording will be posted in the SFEPC document library about a week after the event. CE will only be available for those attending the live event in person, unless the CE you're applying for allows credit for viewing recordings.

 

A buffet lunch will be served starting at 11:30 am. The 90-minute webinar begins at noon.

 

Registration will close at 5 pm on Thursday, November 11th.

 

A large segment of the estate planning industry has evolved from focusing primarily on estate tax deferral and minimization to non-tax planning. Today, many clients whose estates used to be in the category of taxable are now concentrating more on other matters, such as not making their children too rich too soon, protection of assets from claims of creditors and soon-to-be ex-spouses and selection of Trustees.

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