Estate Planning Specialist LLC.
Booth: 607
Estate Planning Specialists was established in 1988 to assist clients nationwide keep their wealth in the family and totally disinherit the IRS through proper estate planning. For 31 years, they have focused on valid tactical strategies to distribute assets to future generations while accumulating and preserving wealth in safe money investments. Estate Planning Specialists personalized estate analysis and services are recommended by Dr. Mark Skousen, Forecasts & Strategies; Dr. David Eifrig, Retirement Millionaire; Terry Savage, The Savage Truth on Money; Robert Carlson, Retirement Watch; The Street Authority; and The Oxford Club. Headquartered in Arizona, Estate Planning Specialists has affiliate offices in every state and are in association with the estate planning law firm of Durfee Law Group, PLLC.
Speaker Schedule
The 10 Most Common Estate Planning Mistakes and How to Avoid Them - Post Trump's Tax Cut and Jobs Act
February 8, 2019, 12:15 pm - 1:00 pm EST
Presented by: David Phillips
Focus: ESTATE PLANNING
New Trust Technology: Today's Best Estate Planning and Asset Protection
February 8, 2019, 5:30 pm - 6:15 pm EST
Presented by: Richard Durfee, Jr.
Focus: ASSET PROTECTION
Trump's 2018 Tax Reform: The New Rules of Engagement*
February 9, 2019, 8:15 am - 11:15 am EST
Panel Presenters: Richard Durfee, Jr., David Phillips, Mark Spencer,
Focus: ESTATE PLANNING
MASTER CLASS