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BEGIN:VEVENT
DTSTART:20151217T001500Z
DTEND:20151217T023000Z
LOCATION:Arizona Inn
UID:1188520151217T001500ZPlanning for the 99% (Couples' Estates under $10 Million)
DTSTAMP:20260430T122452Z
DESCRIPTION:\nPlanning for the 99% (Couples' Estates under $10 Million)\n \nSteven L. Siegel, JD, LLM, The Siegel Group, Morristown, NJ\n \n· Federal Transfer Taxes Have Become Irrelevant for Most Americans\n \n· The “New Normal” in Estate Planning – Simplicity and Client Resistance?\n  \n· Checklist of Areas Where Estate Planning is Still Required\n \n· Portability Must Be Addressed By Every Married Person\n \n· “Simple” Wills Are More Likely to be Favored Now – Is That the Right Call?\n \n· Income Tax Planning – The New Essential Planning Focus\n  \n· What Should be Done with Life Insurance?\n \n· What Should be Done with Retirement Plan Benefits?\n \n· Changes in the Way Title to Property Should be Designated\n \n· Address the Status of Limited Liability Companies (“LLCs”), Family Limited Partnerships\n  \n· (“FLPs”) and Sales to Defective Grantor Trusts\n \n· Planning for Persons in Decoupled States\n \n· Key Estate Planning Techniques in the Post-ATRA Environment for Estates of Moderate Wealth\n \n\n  \n
SUMMARY:Planning for the 99% (Couples' Estates under $10 Million) - Southern Arizona Estate Planning Council 
PRIORITY:3
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DESCRIPTION:Reminder
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