Annual Estate and Tax Planning Seminar - Martin County Estate Planning Council
2014-05-16 12:00 - 21:00 UTC | Stuart Corinthian Yacht Club
Martin County Estate Planning Council 2014 Tax & Estate Planning Seminar

May 16, 2014

Agenda

8:00-8:45am—Registration and Continental Breakfast

8:45-9:00am—Announcements

9:00am to 12:00pm—Thomas F. Commito, JD, LLM, ChFC®, CLU®, AEP

Planning for Long-Term Care

Life Insurance and Asset Allocation

Valuation of Life Insurance Policies

Estate Planning for Foreign Nationals

**Two 15 minute breaks will be given

12:00pm-1:00pm Lunch
12:00pm-12:20pm—Buffet line; Social 12:20pm-12:40pm—Lunch Speaker—United Way 12:40pm-1:00pm—KC Daniel—auction
1:00pm-1:15pm—Break

1:15pm-2:30pm—Robert C. Slane, AEP, CLU®

Private Split-Dollar

2:30pm-2:45pm—Break

2:45pm-4:00pm—Richard M. Flah, CLU®

Best Intentions… Ugly Results—Life Insurance Tax Traps and More

4:00pm-5:00pm—Social Hour

Registration fee is $125.00 for members of the Council and $175.00 for non-members. You may register by credit card on the website or by mailing a check to: MCEPC, P.O. Box 2104, Stuart, FL 34995-2104.
