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Practical Estate Planning: Real Issues and Real Cases
Presented by: Craig H. Wisnom, Bogutz & Gordon, P. C.
The presentation will discuss the most common and important current issues for estate planning clients. It will focus on the practical benefits of good planning, and the real-life problems from planning failures. Real cases will be used as examples. The topics covered will include:
1. Staying Out of Court
A. Guardianships/Conversatorship
B. The Probate Monster- What it Really Means
2. Protecting What You Leave Behind for Your Beneficiaries with Continuing Trusts
3. Coordinating Retirement Benefits-Taxes, Trusts, Charities, and Minimum Distribution Rules
4. How to deal with separate children for a married couple
5. Biggest Real Life Failures and Problems
Wednesday Nov. 11th, 2015
Location: Arizona Inn
2200 E. Elm St, Tucson, AZ, 85719
FPA of Southern AZ
Members$15 / Guests $25
Registration and Breakfast 7:15 AM
Speaker will speak 7:45 AM -9:30 AM - two hours of CFP CE
RSVP to Gerry Oldenski by Friday,
November 6, 2015 at
gerry@dynasetaz.com
To prepay with a credit card go to our website
We accept checks and cash at the door on the day of the meeting
No Shows with reservations will be billed for the breakfast unless prepaid
About the Speaker
Craig Hunter Wisnom is an attorney at the law firm of Bogutz & Gordon, P.C., which is in its 31st year of practice in Tucson.
Craig has practiced for the past 20 years in the areas of estate planning, estate tax, probate, guardianship, trust administration, and elder law. He is also a licensed fiduciary, and he and the firm regularly serve as Trustee, Power of Attorney, Guardian, or other roles where a professional and independent fiduciary is necessary. Craig is a Certified Specialist in Trust and Estate law through the State Bar, and a Certified Elder Law Attorney through the National Elder Law Foundation. Craig's a Tucson native married to a non-practicing real estate attorney, and they have two sons at the Gregory School and Catalina Foothills High School.
If you have any ideas for topics or speakers, please contact John Loeken at johnloeken@gmail.com
0r 520-395-8228.
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