January 27, 2015 - 11:15 AM - 12:15 PM PST

“Estate Tax Planning Consideration” for the National Business Institute

This event has already occurred.
Sheraton Pasadena Hotel
303 East Cordova Street
Pasadena, CA 91101

Event Topics:

  1. Choosing the Strategy to Use for Different Types of Property
    1. Real Property 
    2. Closely Held Companies 
    3. Retirement Plans and Beneficiary Designations 
  2. Marital Deduction Planning - Qualifications and Basic Formula Approaches 
  3. Charitable Deduction Planning

Speaker:
Daniel C. Lorenzen, Venable LLP

For more information, please visit the National Business Institute website.