Simplicity - in Estate Planner's "White Whale": Planning Ideas for the (Currently) Non-Taxable Estate

Date: Tuesday, March 19, 2019
Time: 12:00pm - 1:00pm
Location: San Antonio Country Club
Speaker: Brett Berly and Kaili E. Cusack

Objective:      Estate Planning
Prerequisites:  NONE
Experience Level: Intermediate
Advanced Preparation: None
Teaching Method: Lecture
Recommended Credit: 1 hour

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