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Silicon Valley Chapter Meeting - ILITs and Spendthrift Trusts and other trust detractors
Silicon Valley - Holder's County Inn
998 S De Anza Blvd
San Jose, California 95129
United States
Wednesday, February 27, 2019, 7:30 AM - 9:30 AM PDT
Category: Webinar + In-Person Meeting

Title of Event:
ILITs and Spendthrift Trusts and other trust detractors

Event Description:
Uses and benefits of Irrevocable Life Insurance Trusts. Integrating with estate and gift taxes. Crummy Trusts and red flags for the trustee. Spendthrift trusts and protection of trust assets. Various types of spendthrift trusts. Qualified Terminal Interest Trusts

Speaker's Name:
Elijah Keyes

CEU:
Trusts - 1.25


Click Here To Register


Pricing:
Member: $20
Non-Member: $30

Will food be served at this event?
Yes

Food and Menu Details:
Food to be ordered upon arrival.

Management Level of Difficulty:
Beginning to Intermediate
Intermediate to Advanced


Agenda:

8:00 INTRODUCTIONS

WELCOME Members, Affiliate Members, Guests
REPORT FROM COMMITTEES
Education
Upcoming speakers
Membership
Finance
Special Guests

Special Events:
REPORTS/UPDATES FROM STATE/REGION (State Board member, Regional Director Dates & Announcements to be aware of:
NOMINATING COMMITTEE
ATTORNEY DINNER 2019

## Introduce Speaker (Education Committee)
9:15 - 9:25 END SPEAKER
Give Certificate of Appreciation (Chapter President)
9:25-9:30 WRAP UP (surveys--please give meaningful feedback)


Contact: Ryan de la Fuente - [email protected] - 510.710.0919