West Palm Beach Trusts & Estates Seminar
January 22, 2025 |
Events
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In today's complex financial landscape, protecting your clients' assets and ensuring their family's financial security requires thoughtful guidance.
Join our attorneys for a complimentary Trusts & Estates Seminar that will provide critical insights into essential estate planning strategies that can save your clients time, money, while avoiding potential legal complications.
Thursday, February 27, 2025
Seminar: 1:30 - 4:30 PM
Networking & Cocktails: 4:30 - 5:30 PM
Wyndham Grand Jupiter at Harbourside Place, 122 Soundings Avenue, Jupiter, FL 33477
Seminar Highlights:
- Discover strategies for avoiding costly Florida probate processes
- Learn how to efficiently transfer assets while minimizing tax implications
- Understand the unique legal considerations for Florida residents
Key Takeaways:
- Avoiding Florida Probate: Strategies and Legal Techniques
- Blended Family Planning: Protecting All Family Members' Interests
- Maximizing Beneficiary Designations for Optimal Asset Transfer
- Estate Planning Considerations When Moving to Florida
- Strategic Estate Planning for IRA Accounts under the Secure 2.0 Act
- Comprehensive Asset Protection Strategies
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TRUSTS & ESTATES
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TRUSTS & ESTATES
