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
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