Estate Planning Recent Developments
Date: Tuesday, March 19, 2024
Time: 12:00pm - 1:00pm
Location: Luncheon at San Antonio Country Club
Speaker: Steve Akers of Bessemer Trust
"Estate Planning Tax Update"
Description & Objective: Highlights of Current Developments and Observations from Heckerling 2024
- Prerequisites: None
- Experience Level: Intermediate
- Advanced Preparation: None
- Teaching Method: Lecture
CE Submission:
- CLE - Approved
- CFP - Approved
- CPE - Approved
- CTFA - Approved for 1.25 hrs.
Event Information: Registration will open at 11:30am - Program will begin at 12:00pm. NOTICE: Please arrive early as the country club is under extensive renovations and parking spaces close to the front entrance may not be available.
