Fall Institute

Date: Wednesday, November 18, 2015
Time: 8:00am - 4:00pm
Location: Hilton Downtown
Speaker: Keynote Speaker: Samuel Donaldson

Mark Your Calendars for the 2015 Salt Lake Estate Planning Council Fall Institute!

WEDNESDAY, NOVEMBER 18TH, 2015.

Hilton Salt Lake Center

8:00 am to 4:30 pm.

255 South West Temple, Salt Lake City, Utah  84101

 

Guest Speaker:       Sam Donaldson

Topics:    Contemporary Estate Planning Paradigms for Married Couples.

New Cases, Rulings, Regulations and Legislation from 2015.

New Basis Reporting Requirements.

 

Other Topics and Guest Speakers:

  • Captive Insurance. – Ken Avery

  • The Effective Use of Trust Protectors.  An Evolving Role. – Rock Allen

  • Ponzi Schemes. – Stewart Walz

  • Partner Estate Planning Issues. – Doug Fadel

  • Reducing Financial Risk in Retirement. – Bret Andrus & Jeff Borrowman

  • Seniors – 2nd Marriages & Prenuptials. – Jay Curtis

  • Retirement Planning. – John Madsen

See Upcoming Event Calendar