Agenda - Arizona Forum In-Person Meeting
| Friday, June 10, 2022 | |||
|---|---|---|---|
| 12:30 PM | Registration | ||
| 12:55 PM | Welcome Remarks and Speaker Introduction | ||
| 1:00 PM | Special Needs Planning and Elder Law: What Every WealthCounsel Member Should Know | Do you know about all three types of special needs trusts? | CLE Credit 1.5 |
| 2:30 PM | Break | ||
| 3:00 PM | Planning for Estates Under $10 Million | Marital funding formulas, step up in basis, and more. Presented by Becky Cholewka | CLE Credit 1.5 |
| 4:30 PM | Open Forum Discussion | ||
| 5:00 PM | Welcome Reception | Appetizers and Drink Tickets | |
| Saturday, June 11, 2022 | |||
| 7:30 AM | Buffet Breakfast | CLE Credit .5 | |
| 8:30 AM | Independent Trustees, Trust Protectors and Co-Trustees | Mark Bregman | CLE Credit 1.0 |
| 10:00 AM | Break | ||
| 10:30 AM | Trusted IRAs update | Greg Furseth and TrustBank | CLE Credit 1.0 |
| 12:00 PM | Lunch | CLE Credit .5 | |
| 1:00 PM | The New Rules for Inherited IRAs | CLE Credit 1.0 | |
| 2:30 PM | Thank you for coming and Announcements | CLE Credit 1.0 | |
