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November 2014 General Breakfast Meeting

November 13, 2014 @ 7:00 am - 9:00 am

DUSTING OFF THE CRT

Dusting Off the Old CRT Updated Version (November Handout)

Advanced CRT Design (November handout)

Reynolds Cafferata, Rodriguez, Horii, Choi & Cafferata LLP
Starting in 2013, state and federal taxes are higher for capital gain transactions. The stock market has returned to pre-crash levels. Real estate values are rising again. All of these factors will renew donor interest in charitable remainder trusts. This session will review CRT planning, discuss new wrinkles such as the Medicare surtax and cover opportunities for donors to use CRTs in their planning.

Details

Date:
November 13, 2014
Time:
7:00 am - 9:00 am
Event Category:

Organizer

Marlowe Kepner
Phone:
310 375-6300
Email:
marlowekepner@gmail.com

Venue

The Depot
1250 Cabrillo Ave
Torrance, CA 90501 United States
+ Google Map
Phone:
310 787-7501
View Venue Website

Details

Date:
November 13, 2014
Time:
7:00 am - 9:00 am
Event Category:

Organizer

Marlowe Kepner
Phone:
310 375-6300
Email:
marlowekepner@gmail.com

Venue

The Depot
1250 Cabrillo Ave
Torrance, CA 90501 United States
+ Google Map
Phone:
310 787-7501
View Venue Website