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May Trusts & Estates Luncheon
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Stacy Prince-Troutman of Akerman will be our speaker.

When: Thursday, May 2, 2019
From 12:00 PM until 1:00 PM
Where: Northern Trust
4001 Tamiami Trail North
Suite 410
Naples, Florida  34108
United States
Contact: Iris Belen

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Stacy Prince-Troutman of Akerman will be our speaker. 


“Planning for the Ninety-Nine Percent”


Description of presentation:


“After the Tax Cut and Jobs Act of 2017, professionals are focusing on planning for the 99% of taxpayers who will not be subject to the federal estate tax given the substantially increased estate tax exemption.  To assist professionals in evaluating and providing options to their clients, this presentation will revisit the most effective estate planning strategies available to preserve and transfer wealth to the next generation.  The speaker will provide an overview of domestic asset protection vehicles including leveraging use of trusts, entity structures, and other statutory protections available under Florida law.”



CLE # 1904151N

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