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Fall CE Seminar – Virginia Beach

September 20 @ 8:30 am - 11:30 am

Our firm’s Fall CE Workshop will offer 3 hours of CE credit covering important topics, selected to help you become the trusted advisor by helping your clients spot important issues and by offering solutions.

Business Trusts: If you have clients with multiple rental properties, you need to learn about Business Trusts. You will learn how a single Business Trust can replace multiple LLCs, relieving your clients of significant administrative burdens and costs, while providing asset protection for their peace of mind.

Spot the estate planning issues that your clients may have overlooked:
How to protect and stretch inherited IRAs; what to do with spendthrift beneficiaries and special needs beneficiaries; the planning perils of blended families; incapacity solutions based on experience; how to evaluate issues of incapacity; planning for treasured family vacation properties; protecting family wealth from failed marriages and spousal claims; proper trust funding – how to be the hero!
Be the advisor who sees the issues, and understands the solutions!

Presented by Kenneth A. Dodl and Beth Ann Lawson.  Breakfast will be provided. 

Breakfast and registration begin at 8:30 a.m.  Program begins at 9 a.m.

Virginia Beach
The Founders Inn & Spa
5641 Indian River Road
Virginia Beach, VA 23464

 

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Details

Date:
September 20
Time:
8:30 am - 11:30 am
Event Category:

Venue

Virginia Beach Area
Virginia Beach, VA United States + Google Map