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Greetings!
We have a few seats left for the Essential Estate Planning Summit for Advisors this Thursday morning at the Boca Raton Marriott. Please RSVP today if you plan to attend. Join Morris Law Group's attorneys and special guests Tom Gresh and Tammy Henderson from Marsh & McLennan for important and informative presentations and discussions about wealth preservation, taxes and asset protection at our biannual Essential Estate Planning Summit for Advisors.
 
When: T hursday, Jan. 30, 2020, from 8 a.m.-11:30 a.m.
Where: Boca Raton Marriott at Boca Center, 5150 Town Center Circle, Boca Raton, FL 33486
What: Networking/continental breakfast starts at 8 a.m.; Presentations start at 9 a.m.
Agenda:
  • Protecting Your Affluent Clients From Current and Rising Threats - Tom Gresh, CMIP, CPRIA, USCG, Vice President, and Tammy Henderson, CPRIA, Director of Business Development, Marsh & McLennan
  • The SECURE Act: How Do Clients Get Their Retirement Assets Safely To Their Beneficiaries - Stuart R. Morris, Esq., CPA, B.C.S., Partner, Morris Law Group
  • Misconceptions About Estate/Trust Administration - Gregory S. Bloshinsky, Esq., B.C.S., Partner, Morris Law Group
  • High Net Worth Estate Planning: Maintaining Control of Assets Through Opportunity Trusts & Gifting - Joshua B. Glaser, Esq., LL.M., Morris Law Group
  • What's Up With The Spousal Unused Exemption Amount? - Michael S. Gross, Esq., LL.M., B.C.S., Morris Law Group
 
RSVP now by clicking "I'll be there" below or by contacting Caryn at (561) 750-3850 or Marketing@Law-Morris.com today.