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Seminar Materials - Advanced Estate Planning Techniques for  High Net-Worth Clients

Seminar Materials - Advanced Estate Planning Techniques for High Net-Worth Clients

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Materials alone do not qualify for CLE credit.

Table of Contents

 

Advanced Estate Planning Techniques for

High Net-Worth Clients

 

A.              Bar Ad

 

B.              General Seminar Information

 

C.              Biographies

 

D.              Decanting
Steven J. Oshins; Oshins & Associates, LLC – Las Vegas

 

E.               Advanced Estate Planning – IDGTs - Part I&II

Steven J. Oshins; Oshins & Associates, LLC – Las Vegas                                                                               

                       

F.               IRA Trust – How to Create a Lasting Legacy
Samantha Weyrauch Davis, Hall Estill - Tulsa              

 

G.              Incapacity – Recognizing and Responsibility (Ethics)

                              Dawn Hallman, Hallman & Associates, P.C. - Norman

H.              Recent Updates in Estate Planning and Probate

                              Clint T. Swanson, Swanson Law Firm, PLLC – Tulsa

 

 

Materials alone do not qualify for CLE credit.

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