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Please join us in my office as we participate in a monthly teleconference series, The Advisors Forum Presents Live CPE Series. This coming month the topic is, State of the Federal Estate Tax and will be led by Alan Webster, JD.
As of January 1, 2010, the federal estate tax ceased to exist. However, as of January 1, 2011, the federal estate tax comes back with a vengeance. Accordingly, during this "gap period" in the estate tax there are several issues that need to be addressed and opportunities that need to be considered.
- Impact of no estate tax on the administration of estates and trusts
- Impact of the new carryover basis rules
- Advantages of making gifts and generation-skipping transfers during the "gap period"
- Utilizing GRATs and sales to IDGTs to "supercharge" wealth transfers
It will be held Tuesday, May 4, 2010 at 10:00 a.m. Registration and brunch begin at 9:45 a.m.
Please register by clicking on the "Register Now" button or call our office at (760) 930-1987, ext 3#. My assistant, Shelley Scally, will call to confirm your attendance, or feel free to call me at (760) 930-1987. Seating is limited, so please enroll early. I look forward to seeing you on May 4th.
Sincerely,
Debra Leffler Streeter
Where
Streeter Law Group, A PC
2385 Camino Vida Roble, Suite 101
Carlsbad,
CA 92011
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Streeter Law Group, A PC
Our mission is to have a client-centered firm, where our first consideration is our client’s goals. We then work as a collaborative team where we, as part of that team, develop legal strategies that are unique to each client to help the client achieve their goals. Our goal is to establish a life-long relationship with each of our clients. To that end, we strive to have regular contact and thorough communication with each client to make sure we are taking into account changes in their business, personal and family goals as well as changes in the law. Thorough communication is achieved when we listen to our clients goals and concerns and apply our unique expertise to provide choices of solutions.
2385 Camino Vida Roble, Suite 101 Carlsbad, CA 92011
(760) 930-1987
WWW.STREETERLAW.COM
