Five Things Advisors Need to Know About Estate Planning’ – One Hour Arizona CE

April 27, 2023 9:00 a.m. – 10:00 a.m.

Presenter: Thomas A. Doyle, Doyle Law PC

This course will review what is, and is not, an Estate Plan. Help you ‘know the numbers’: inheritance tax, Federal Estate & Gift Tax Exemption, Portability Sunset, Stepped Up Basis; Understand Estate Planning Strategies; Funding IRA proceeds to a Trust after the SECURE ACT, and more. NAIFA-Arizona is honored to have Tom Doyle, Michigan attorney since 1980, present this course. Tom specializes in estate planning, wills, trusts, probate and estate settlements. He is the host of ‘Tuesday with Tom’, Michigan’s only weekly podcast about Estate Planning and Estate Settlement in Michigan. He continues as legal education instructor, since 2004, for Farm Bureau Insurance Company. Tom is producer of ‘How to Avoid the Six Most Common Estate Planning Mistakes’ video and is author of ‘Giving the Client What They Want’, Trusts and Estates Legal Strategies, Aspatore Books, 2008. Tom is a frequently invited guest speaker on Estate Planning.

How to register: click following link – Select April 27, 2023 and 9:00 a.m. You will receive a confirmation e-mail from Tom Doyle https://calendly.com/tomdoyle/5-things-advisors-need-to-know-about-estate-planning