“A Team Approach to Estate Planning” with Speaker David Gaw

Estate Planning, Trust Administration and Elder Law expert David Gaw will lead an information session geared for Estate Planning Attorneys, CPA’s and Financial Planners.

Thursday, January 09, 2020 from 11:30 AM – 1:00 PM

Where: Randy Peters Event Center, 105 Vernon Street, Roseville
Plated Lunch Provided: Chicken Marsala or vegetarian option
Session topics include:
  • Credit Trust?  Termination or Modification? Q-TIPPing? Portability?
  • Educate your clients about the flexible charitable giving options a community foundation can provide
  • Create added value for your clients by utilizing a team approach to your services

This session also offers attendees to earn one hour general MCLE credit or one hour MCLE Estate Planning specialty credit, California Board of Accountancy CE credit or Certified Financial Planner Board of Standards CE credit.

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