Upstream Planning and Optimizing Basis Increases

Date: Thursday, September 5, 2024
Time: 12:00pm - 2:00pm
Location: Lake Forest Club: 554 N Westmoreland Rd, Lake Forest, IL 60045
Speaker: Attorneys - Andrew J. Kelleher, Jr. and Edwin Morrow III

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Hello Members,

We all enjoyed our last interactive meeting with Justice Elizabeth Rochford with extended invite to visit Supreme Court. What a fabulous meeting had by all!!!  

Now we are bringing our finest speakers and attorneys, Andrew J. Kelleher, Jr. - Founding member of the Kelleher+Holland along with Edwin Morrow III who is nationally renowned speaker in the Estate planning arenas.

                                   

  • Strategic Estate Planning: Learn how to incorporate upstream planning techniques to enhance basis step-ups, minimizing capital gains taxes for heirs and maximizing the value of inherited assets.
  • Leveraging Trust Structures: Explore the use of various trust structures to optimize basis increases, ensuring efficient wealth transfer and tax benefits for beneficiaries.

Young professional committee launch meeting information is sent out to RSVP at this time as it is occuring on 15th of August!!!

We are also requesting sponsorship to keep our dues to minimum and packages are being prepared at this time.

Did you know?

Lake County Estate Planning Council is part of a national network of 275 estate planning councils and 2,200 AEP® designees from across the country as a member of the National Association of Estate Planners & Councils, an organization dedicated to providing resources and education to the estate planning profession.

Build your national network of estate planning professionals by attending the 61st Annual NAEPC Advanced Estate Planning Strategies Conference & Council Leadership Conference, scheduled from October 20 - 24, 2024 at the Disneyland® Resort in Anaheim, California.  This event is hosted for every estate planning professional and every member of every EPC... including YOU! 

Here are the links to get more information about NAEPC and Conference!!!

https://www.naepc.org/conference

https://www.naepc.org/

Please Note for LCEPC meeting:

The meeting cost is complimentary for currently paid members or $25-$40 for guests.  All attendees must register in advance; walk-in reservations will be accepted on a space-available basis only.  If registered but do not attend consistently, you will be charged the Venue cost immediately after the meeting.

Please RSVP to join us - we hope to see you all there with your guests.

 

Nimisha Patel, CPA, CAA, AEP

Pinnacle Worldwide, Inc. - Vernon Hills, IL 60061/Lincolnshire, IL 60069
Phone: 1-847-680-3829/Toll Free: 1-877-704-0516

Direct:1-847-287-0021

https://pinnacleworldwide.com                

 

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