The Role of Wealth Advisors, CPAs and Attorneys in Real Estate: The Intersection of Planning Duties For Estate Planning Professionals in Like Kind Exchanges
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Dear Members and Guests!!!
Please RSVP for our upcoming and timely topic presented by Vasili D Russis of Buckley Fine Law. Vasili D. Russis, J.D., C.P.A. is a Partner in the firm Buckley Fine, LLC.
Vasili D. Russis advises clients regarding tax planning, business and M&A structuring, all stages of the business life cycle, generational wealth transfer, family business succession, estate planning, asset protection and litigation. For your convenient, article written and presented by Vasili D Russis is attached herein and also a part of the presentation. Please see the document library for presentation that just loaded for this event by login in to LCEPC and also attached here for you to print out for your reference and/or bring with you to the meeting.
Did you also 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 62nd Annual NAEPC Advanced Estate Planning Strategies Conference & Council Leadership Conference, scheduled from October 19 - 23, 2025 at Gaylord National Resort & Convention Center in Washington, DC area. 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
Please Note for LCEPC meeting:
The meeting cost is complimentary for currently paid members or $40-$50 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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