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Wine & Cheese Presentation : Stepping Up the Basis Under IRS 1014
March 22 @ 4:15 pm - 5:30 pm
Please come enjoy our “Happy Hour” from 4:15-4:30 followed by our 1 hour presentation on “Stepping Up the Basis Under IRS 1014” starting at 4:30pm!
Join us to learn about the following:
- Exercising a general power of appointment over an irrevocable trust
- Planning with a marital trust and not the old A/B trust model
- Using a community property state for your trust
- Planning with a trust protector
This class will be held at the Davis Schilken DTC location at 7887 E. Belleview Ave., Ste 310 and will run from 4:15pm-5:30pm with refreshments included.
Please RSVP to Carolann Donohue by March 20 at 303-670-9855 or firstname.lastname@example.org
You will get a confirmation email from me once I receive your email. If you do not, please resend or call.
More information to come soon!