Are you a professional who would like to learn more about the perils and pitfalls of joint-tenancy ownership, as it relates to estate planning, to better advise your clients?
In one of our recent Estate News bulletins, we shared our in-depth perspective on legal and tax issues arising from joint tenancy ownership.
Attend our complimentary seminar-style educational presentation:
Monday, Nov. 20, 2017 at 9:00 am at Hotel 540 (540 Victoria Street).
Agenda:
- 1st Hour | We will explain the law behind the perils and pitfalls of joint tenancy planning, provide examples/sample client scenarios and give you tips for dealing with questions clients may ask.
- 2nd Hour | Open Forum – we will be answering your Top 10 estate-related questions.
Please feel free to pass along to anyone you think may be interested in attending as well as RSVP to tjones@fultonco.com by noon on November 17, 2017.
We look forward to seeing you there!
Your Fulton & Company LLP Estate Team