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Virtual Foundational Building Series - Estate Planning Awareness Week
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Monday Schedule
Estate Planning for Wealth Retention - 8am PT / 11am ET Insurance for Legacy Building - 9am PT / 12pm ET Investing Basics - 10am PT / 1pm ET Introduction to Estate Planning and Tax Considerations - 11am PT / 2pm ET Starts with Home Ownership and Retention - 12pm PT / 3pm ET Succession Planning - 1pm PT / 4pm ET
Tuesday Schedule
Revocable Trusts for Legacy Planning - 8am PT / 11am ET Captive Agencies for Wealth Retention - 9am PT / 12pm ET Retirement Planning/Secure Act - 10am PT / 1pm ET Trusts and Tax Strategies - 11am PT / 2pm ET Real Estate Investments - 12pm PT / 3pm ET ESOP/Family Business - 1pm PT / 4pm ET
Wednesday Schedule
Irrevocable Trusts for Asset Protection - 8am PT / 11am ET Insurance and Taxes - 9am PT / 12pm ET Investing in Art and High-End Collectibles - 10am PT / 1pm ET Retirement Accounts and Estate Planning - 11am PT / 2pm ET Real Estate Investment and Tax Planning - 12pm PT / 3pm ET Mergers and Acquisitions - 1pm PT / 4pm ET
Thursday Schedule
Charitable Trusts for Community Impact - 8am PT / 11am ET Using Insurance for Charitable Giving - 9am PT / 12pm ET Donor Advised Funds - 10am PT / 1pm ET Charitable Giving and Tax Benefits - 11am PT / 2pm ET Benefits of Charitable Giving in Reducing Estate Taxes - 12pm PT / 3pm ET Donating Business Interest to Charity - 1pm PT / 4pm ET
Friday Schedule
Business Succession Planning - 8am PT / 11am ET Retirement Planning with Insurance - 9am PT / 12pm ET International Asset Planning - 10am PT / 1pm ET Taxing the team 1099 verus w-2 - 11am PT / 2pm ET Heirs Property - 12am PT / 3pm ET Transfers and Taxation - 1pm PT / 4pm ET
The Association of Black Estate Planning Professionals, Inc. is a tax-exempt 501(C)(3) nonprofit organization. Your gift is tax-deductible as allowed by law.
Call us: (202) 617-2542