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Documents OLA 1711 T 1008 Your Guide to Gift and Estate Planning for Non-U.S. Citizens.

Slide 1OLA 1711 T 1008 Your Guide to Gift and Estate Planning for Non-U.S. Citizens Slide 2 2 This material was not intended or written to be used, and cannot be used, to…

Documents Using Life Insurance in Charitable Planning Russell James, J.D., Ph.D., CFP®, Director of Graduate....

Slide 1Using Life Insurance in Charitable Planning Russell James, J.D., Ph.D., CFP®, Director of Graduate Studies in Charitable Planning, Texas Tech University Slide 2 1.Wealth…

Documents For producer use only. Not for client presentation. E STATE P LANNING Gift and Estate Planning for.....

Slide 1 For producer use only. Not for client presentation. E STATE P LANNING Gift and Estate Planning for Foreign Nationals Slide 2 For producer use only. Not for client…

Documents Title of Presentation Smaller Type Conservation Easements 101 South Llano Watershed Alliance.

Slide 1 Title of Presentation Smaller Type Conservation Easements 101 South Llano Watershed Alliance Slide 2 2 What Is A Conservation Easement (CE)? Voluntary legal agreement…

Documents Presented by: April 2, 2013 Succession Planning for Farmers, Ranchers & Vintners 5555 Lakeview...

Slide 1 Presented by: April 2, 2013 Succession Planning for Farmers, Ranchers & Vintners 5555 Lakeview Drive, Suite 201 Kirkland, WA 98033 (425) 803-9500 | [email protected]

Documents Copyright 2008, Minto Law Group, LLC WEALTH MANAGEMENT ROUNDTABLE & MINTO LAW GROUP, LLC Present...

Slide 1 Copyright 2008, Minto Law Group, LLC WEALTH MANAGEMENT ROUNDTABLE & MINTO LAW GROUP, LLC Present Charitable Planning for Income and Estate Taxes Slide 2 Copyright…

Documents Choice of Business Entity Jack Cohen, CPA Asset Protection IncSmart.biz Inc.

Slide 1 Choice of Business Entity Jack Cohen, CPA Asset Protection IncSmart.biz Inc Slide 2 Types of Entities C CORPORATION SOLE PROPRIETOR S CORPORATION PARTNERSHIPLLC Slide…

Documents Truth About Estate Planning Law Offices Of Arthur J. Pauly, Jr. What You Should Know Before You See....

Slide 1 Truth About Estate Planning Law Offices Of Arthur J. Pauly, Jr. What You Should Know Before You See An Attorney Slide 2 Proper Estate Planning Caring for loved ones…

Documents 1 11 MSU Extension Estate Planning Publications. 2 22 Main Author: Marsha A. Goetting Ph.D., CFP ®,...

Slide 1 1 11 MSU Extension Estate Planning Publications Slide 2 2 22 Main Author: Marsha A. Goetting Ph.D., CFP ®, CFCS  Professor & Extension Family Economics Specialist…

Documents What is Estate Planning? 4695 C HABOT D RIVE, S UITE 200 P LEASANTON, C A 94588 TEL: (925) 558-2710....

Slide 1 What is Estate Planning? 4695 C HABOT D RIVE, S UITE 200 P LEASANTON, C A 94588 TEL: (925) 558-2710 FAX: (925) 558-2701 [email protected] WWW.LUNGULAW.COM Slide…