Continuing Education Webinar
brought to you by SAEPC

Space is limited to 10 people

*Please notice time and location changes*

11:45 – 12:00
Check-In

Please feel free to bring your lunch to eat during this time and/or during the webinar.

12:00 - 1:00
Webinar

1:00 - 1:30
Discussion

Post webinar discussion amongst attendees is encouraged. Anyone who is attending is welcome to volunteer to facilitate the discussion.

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 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.

About the program:

This intermediate/advanced session will focus on lifetime planning for a client with diminishing capacity (physical or mental impairment), whether a guardianship can be avoided; if there is family disharmony, how the estate planning documents stand up in the event of a guardianship and what we should add to our estate planning documents even absent a dispute to ensure the ability to deal with all aspects of preserving and enhancing the estate plan when the client is no longer able to act.  

About the speaker:

Diana S.C. Zeydel is the Global Chair of the Trusts & Estates Department of Greenberg Traurig, P.A. and is a member of the Florida, New York and Alaska Bars.  She focuses her practice on estate, business succession and tax planning for high-net-worth individuals and families as well as planning for U.S. and non-U.S. citizens and residents.  Diana specializes in sophisticated intra-generational wealth transfer strategies, business succession planning and complex transfer tax controversies.  She received her LL.M. in Taxation from New York University School of Law (1993), her J.D. from Yale Law School (1986) and her B.A. from Yale University (1982).

Next Webinar :
Wednesday, June 14th

A Potpourri of Planning Ideas with Life Insurance

Lee J. Slavutin, MD, CLU®, AEP® (Distinguished)

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