Webinar - Powers of Appointment
Space is limited to 6 people
12:45 – 1:00
Check-In
Please feel free to bring your lunch to eat during this time and/or during the webinar.
1:00 - 2:00
Webinar
2:00 - 2:30
Discussion
Post webinar discussion amongst attendees is encouraged. Anyone who is attending is welcome to volunteer to facilitate the discussion.
TCI Wealth Advisors, Inc.
4011 E. Sunrise Dr.
520.733.1477
1 hour of continuing education credit
RESERVATIONS
If you purchased the Webinar Series Subscription with your membership renewal, all you need to do is RSVP via email to admin@saepc.org if you will be attending. You will be sent a return email confirmation.
If you did not purchase the Webinar Series Subscription, please RSVP here to pay the $20 fee to attend this webinar or to purchase the Subscription. You will be sent a return email confirmation.
This intermediate program will discuss common, not so common, fun and interesting uses of powers of appointment to help individuals and families achieve both non-tax and tax objectives. Tips and pitfalls will be reviewed and specific examples will be given.
Turney P. Berry concentrates his practice in the areas of estate planning, fiduciary matters, and charitable planning. Mr. Berry is active in the American College of Trust and Estate Counsel (ACTEC), a Uniform Law Commissioner, Co-Chair of the Charitable Planning Committee for the ABA Section of Real Property, Trust and Estate Law, a Fellow of the American College of Tax Counsel, a member of the American Law Institute, a member of the Advisory Council of the Heckerling Institute on Estate Planning, a Member of the Advisory Board of Trusts and Estates Monthly, a member of the Joint Editorial Board for Uniform Trust and Estates Act, and a member of the Bloomberg BNA Tax Advisory Board (Estates, Gifts, and Trusts).
OFFICERS : President Roxanne L. Fickett, CTFA, AEP®, AAMS®; Vice President/Programs - Scott W. Styrmoe, CPA, CFP®; Secretary Robert B. Fleming, AEP®; Treasurer/Webinars - Benjamin J. Burnside, CELA; Immediate Past President - Anne C. Hoff, CPA, AEP®
DIRECTORS: Director/Estate Planners Day - Nicole Harrigan, CPA; Assistant Secretary/ Membership Development - Brent W. Nelson; Assistant Treasurer/Continuing Education – John Stephens, CFP®
SAEPC, 3900 E. Timrod St., Tucson, AZ 85711
Phone: 520-881-1778
FAX: 520-322-6778
