Participants will learn how to use LLC and Limited Partnership structures to avoid estate tax inclusion when the contributor to an LLC or Partnership has retained the right to determine if and when there will be distributions from the entity. Participants will learn the basic and intermediate functions of a 678 trust, and how 678 trusts can reduce income taxes under Section 199A. Participants will also learn about key charitable and creditor protection structuring, and recent developments with respect thereto.
4:30 pm - Registration and Social
5:15 pm - Welcome Remarks
5:30 pm - Program and Dinner
7:30 pm - Meeting Concludes
If you are not a member of the Southwest Florida Estate Planning Council, cost is $80 and includes dinner. Please submit payment to SWFEPC
See registration form for information about continuing education.
Reserve your place no later than January 16, 2020