We are pleased to announce that the Collins Burns Prazenica Financial Group of Wells Fargo Advisors will be our partner again this year for our seminar series.
The series will run monthly, September through May. While we do have a Basic Agenda (shown below) that changes with each Seminar, we keep a small Round-Table open-forum atmosphere where you can feel comfortable asking any questions, or just sit back and listen. Lunch is provided. This is legal information, not legal advice, and there is no “pitch”.
Our Next Seminars: |
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When: |
Wednesday, February 22, 2012, at NoonWednesday, March 21, 2012, at Noon |
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Where: |
Wells Fargo Advisors3399 PGA Blvd., Suite 400Palm Beach Gardens, FL 33410 |
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Sponsor: |
The Collins Burns Prazenica Financial Group ofWells Fargo Advisors |
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Contact: |
Call Terry Burns, Financial Advisor at 561-691-5135 to make a reservation. Guests are Welcome. Seating is limited. |
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Speaker: |
Gregory C. Picken, J.D., LL.M., Estate Planning Attorney (Masters Degree, Taxation) |
Basic Agenda for the next Seminar:
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2011 Estate and Gift Tax Changes – Does Your Plan Still Work?
- New Florida Law on Powers of Attorney – Should Yours be Updated?
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Can My Spouse “Defeat” My Estate Plan?
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How Florida Limits Your Transfer Options
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Dangers of Homestead
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Dangers of Jointly-Held Property
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Creditor Protection for You, Your Spouse and Your Beneficiaries
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“Opting Out” of Florida Probate and Guardianship
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Completing your Florida Domicile
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Disinheriting a Child