Strategies and Pitfalls Learned from Recent Court Cases

Date: Wednesday, November 3, 2010
Time: 11:30 AM - 1:00 PM
Location: Sleepy Ridge Golf Course
Speaker: Scott Soelberg, Attny and Shaun Olsen, CPA

A review of 2009 and 2010 major court cases and IRS rulings in the estate planning arena.  Some estate planning strategies now seem to be on more solid footing than ever.  Some strategies were undermined by careless execution on behalf of professionals and taxpayers.  We will introduce you to concepts learned from analyzing these cases so that you can incorporate them into your practices.  

Scott Soelberg is currently serving on our Board nearing the end of two years of service.  Shaun Olsen served as President of our council in 2008.  

Let us know you're coming by clicking on the RSVP link to pay with a check or cash at the door, or the PayPal link if you want to prepay with a credit card (use the drop down box to pay $25 if you are a guest).

 

November
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