charlotteepc.org
Sponsors
http://www.charlotteepc.org/sponsors
September 13, 2016. Digital Assets - The Next Frontier in Estate Planning and Administration. Jean Gordon Carter, McGuireWoods. Click here to register. October 19, 2016. Annual Taxable Gifts (ATGs). Lester Law, Abbott Downing and Richard Franklin, McArthur Franklin. Click here to register. January 24, 2017. Michael Gregory, American Society of Appraisers. Click here to register. March 7, 2017. Josh Rubenstein, KattenMuchinRosenman. Click here to register. Charlotte Estate Planning Council.
naepc.org
August, 2016 - NAEPC Journal of Estate & Tax Planning
http://www.naepc.org/journal
Get notified when new NAEPC Journal issues are released. NAEPC is proud to be a part of The Synergy Summit, a unique organization whose delegates come from the leadership of the major legal, accounting, and financial service organizations in the country to study, educate, opine, and collaborate on appropriate issues of mutual interest. See complete details. Issue 24 - August, 2016. NAEPC Journal of Estate and Tax Planning. Regular Columns and Reports. 2016 Conferences on Estate, Financial Planning. A Com...
summitstudygroup.com
Sponsors - Summit Study Group
http://summitstudygroup.com/sponsors
The following entities have gone above and beyond to help ensure the success of our group as a whole and, therefore, the continued success of our individual members. For this, we simply say, “Thank you! Semiannual meetings featuring noted speakers are conducted to share knowledge and insight with this elite wealth planning community. Member hosted meetings are held at various sites across the nation. The next meeting sites and dates are listed below:. July 20-22, 2016. Bonita Springs, FL. July 19-21, 2017.
jessupwealthmanagement.com
Jessup Wealth Management | Trust Support Services
http://www.jessupwealthmanagement.com/trust-support.php
How We Do It. Roth vs. Traditional IRA. There are many moving parts in a trust. There are several professions involved and each one must work perfectly with all the others to produce the complex document that works for your unique circumstances. Commonwealth maintains trust referral relationships with over seven different trust companies. Whether your situation requires Personal Trust Services or Charitable Administrators, we will help find the right fit for you. Franklin Templeton Bank and Trust.
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