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SOLD OUT!! April 25, 2019 FPA/NAPFA Joint CE Study Group
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4/25/2019
When: Thursday, April 25, 2019
8:00 AM
Where: Doylesrown Country Club
20 Country Lane
Doylestown, PA  18901
United States
Contact: Christine Stewart
215-295-0729

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REGISTER HERE

Please join us for a Bucks County joint Study Group breakfast with FPA Philadelphia and NAPFA Delaware Valley.

"Tips Working with an Estate Attorney and Estate Plannings Act Techniques under 2018 Tax Cuts and Jobs Act"
  presented by Sarah A. Eastburn, Esq., Eastburn & Gray, P.C.

Participants will discuss and receive tips on reviewing clients' estate plans, and preparing clients for meeting with an estate planning attorney.

Specific estate planning situations that will be discussed are;

  • Succession planning for vacation properties
  • Estate and Gift Tax Planning under the 2018 Tax Cuts and Jobs Act
Ms. Eastburn routinely advises clients in all stages of estate planning including wealth transfer, asset protection and succession strategies.

(One hour of CFP® & NAPFA CE Credit Pending Approval)

8:00-8:30 a.m. - Networking & Continental Breakfast
8:30-9:30 a.m. - CE Presentation

There is no cost to attend this event, but pre-registration is required.

Please click the registration button below.

REGISTER HERE

FPA Philadelphia Tri-State Area
P.O. Box 38
Fairless Hills, PA 19030
Phone: 215.295.0729 Contact Us