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DTSTART:20140212T224500Z
DTEND:20140213T014500Z
LOCATION:Giovanni's II, Darien, CT
UID:803520140212T224500ZThe Most Common Issues Planners Encounter When Reviewing Wills and Trusts
DTSTAMP:20260405T163705Z
DESCRIPTION:\nWe are pleased to announce that Lisa Bianculli Hutter, JD, LLM, Senior Vice President, Regional Wealth Planning Manager (Northeast Region), Wells Fargo Private Bank, will be our guest speaker on the subject of The Most Common Issues Planners Encounter When Reviewing Wills and Trusts at our February 12th Dinner Meeting at Giovanni’s II in Darien. Cash bar and cocktails will begin at 5:45 p.m., followed by dinner promptly at 6:30 p.m., speaker at 7:30 p.m., and we anticipate an end to the meeting between 8:30 p.m. and 8:45 p.m.\n \nThis one hour presentation will address the most common issues planners encounter when reviewing wills and estates: Fiduciary Issues (trustee appointments, functional offices), Tax Specific Issues (grantor trusts, income, estate and generation skipping transfer tax), Special Assets (artwork, life insurance), and Administration Issues (flexibility, construction and interpretation, tangible  distributions). Presentation will also include a comprehensive case study based on a true story of the estate and Last Will and Testament of a well-known public figure. The case study will review in-depth the issues with the Last Will and Testament and provide potential solutions to resolve these issues.\n \nThis program has been accepted by CFP Board of Standards for one (2) hour of Continuing Education Credit. \n \nPlease click on the link below for complete program and registration details.\n
SUMMARY:The Most Common Issues Planners Encounter When Reviewing Wills and Trusts - Estate Planning Council of Lower Fairfield County, Inc. 
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