Join Us!

DATE: Thursday, January 20, 2022

LOCATION: NOW BEING HELD VIRTUALLY VIA ZOOM WEBINAR

(login details provided during registration)

Workshop – 11:30 am – 12:30 pm

“Tax Insurance Overview and Application to Estate Planning"

Presented by:
Daniel Berger & Jon Perrillo

Lockton Companies

Presentation - 12:30 pm – 1:30 pm

"Community Property Trusts"

Presented by:
Nichole D. Scott  | Holland & Knight LLP

Dinner Meeting Generously Sponsored By:

The workshop and dinner sessions have applied for 1 hour of continuing education credit for each session in the following disciplines:

CLE (Legal), CFP® (Certified Financial Planners) and CPE(Accountancy)

Please RSVP at https://www.epcmiami.org/events/event/22037

The guest fee for this meeting is $75. You may prepay by credit card or you may pay by credit card or check at the door (make your check payable to the Estate Planning Council). As a guest, if you decide to become a member of our organization within 45 days of this meeting, the $75 will be credited toward the fee for any membership.

Membership dues include the cost of all dinners.