Taking the work out of networking for Lawyers, Accountants, and Lenders

Time: August 20, 2009 from 12:30pm to 2pm
Location: Presented by David C. Jacobson
Website or Map: http://tmstore.bna.com/Pagema…
Event Type: live, national, webinar
Organized By: David C. Jacobson, Esq.
Latest Activity: Aug 13, 2009
With this perfect storm of historically low interest rates, highly undervalued assets and the prospect of a permanent estate tax, clients should be considering tax minimization strategies. Instead, they are more interested in regaining a sense of safety and security.
Many clients have lost trust in financial institutions and their advisors. Before they will even begin to consider tax driven wealth transfers, clients first want their asset protection issues resolved. And these issues go well beyond those brought on by market uncertainties.
This live, 90-minute webinar will explore the estate planning strategies that address what really concerns your clients.
Presented by David C. Jacobson
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