Tax Considerations for Your Trust for the Next Generation

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Name: Tax Considerations for Your Trust for the Next Generation
Date: May 14, 2024
Time: 11:00 AM - 12:00 PM EDT
Event Description:

Tax season is upon us! Reserve your seats today to hear for IRS enrolled agent Samuel H. Tutko explains tax law changes affecting all successful retirees. As an additional benefit, Mr. Tutko will cover how to avoid future tax pitfalls within your revocable living trusts. This key info is something all trustees must know when managing your trust. This event will sell out, so call today to reserve your seats.

The first ten people to register for this event will receive a free copy of our book "Golden Years Greener Pockets".

TOPICS WE WILL DISCUSS:

  • Understanding the tax implications specific to Revocable Living Trust
  • Exploring critical updates in tax laws that impact postmortem planning
  • Strategies for optimizing postmortem financial outcomes
  • Leveraging Revocable Living Trusts for effective estate tax management
  • Navigating potential challenges and pitfalls in postmortem tax planning
  • Practical tips for beneficiaries and trustees in managing tax obligations

Join us an hour earlier for the 2024 Tennessee Wills & Trust Law updates with Charles Kite, Atty of Counsel. Same location and room. Start time 10am. Click here to sign up for this event. Please join us for both!

https://www.eventbrite.com/e/857026337847?aff=oddtdtcreator

Location:

Chota Rec Center Room B

145 Awohili Dr Loudon, TN 37774
Date/Time Information:
May 14, 2024 
11:00AM
Contact Information:
12802 Kingston Pike, Ste 102 Knoxville, TN 37934 US 865-281-1616
Fees/Admission:
Free
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