Register for Estate Planning Series: “Dodge the Bullet or Take the Hit: Tax-Sensitive Estate Planning” by Philip R. Feist

Dodge the Bullet or Take the Hit: Tax-Sensitive Estate Planning

Registration Limit has been reached.

Topics Include: Tax deferral, income shifting, transfer tax avoidance, and basis step-up through tax-sensitive estate planning.

Presented by Philip R. Feist, Shareholder/Director at Fellers, Snider, Blankenship, Bailey & Tippens

Session Dates: March 2, 9, 23 and 30th

Feist Philip Reed

Philip R. Feist is a practiced Estate Planning attorney with over twenty years of legal experience. Feist helps clients determine the best plan for transferring wealth based on the unique circumstances of the family. Feist also has a Master of Theology. He is also licensed to practice law in California, Florida, Kansas, Texas, and the U.S. Virgin Islands.

AGENDA

Session 1: March 2, 2016  “The Good: QPRTs, GRATs, IRA Trusts and 529 Trusts”

Session 2: March 9, 2016  “The Beautiful: Marital Deduction Planning and GSTT Planning”

Session 3: March 23, 2016  “The Noble: Charitable Trusts”

Session 4: March 30, 2016  “Tax-Wise Value Transfer Planning”

 

CLE = 1.0 Hour/Session (4.0 Hours Total)

Program begins at Noon. Registration opens at 11:30am.

Lunch is Included

$180/Package Pricing Available – Contact Bethany Lyon 918-584-5243 ext. 223

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