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2011-01-20 January Breakfast

January Breakfast
"Estate Tax Update: A Little Old, A Little New"
Thursday, January 20, 2011

Joins us for an estate tax update with local estate planning attorney, Doug Phillips.  You'll get all the essential information every advisor should know about the recent changes to the estate and gift tax law.  Doug will also be sharing with us on the following topics:
  • Estate planning tips for building your practice
  • Things your clients MUST know for 2011
  • Directly beneficial info needed for offering estate planning advice
About The Speaker
Doug Phillips / Douglas L. Phillips, PLLC 
 
Doug focuses his practice on estate and tax planning, bringing over 20 year experience in helping clients provide for their families, minimize tax liability, and achieve long-term objectives through the strategic use of trusts, gifts and sales.  Additionally, Doug’s firm grasp of trust and tax law allows him to be a trusted counselors and advisor to small business owners when confronted with succession opportunities.
 
 
 
 
LOCATION:
                    McCormick & Schmick's Harborside
                    1200 Westlake Avenue N
                    Seattle, WA 98109
TIME:
                    7:30am Registration & Breakfast
                    8:00-9:00am Program
COST:
                    Free to paid chapter members
                    Free to first-time guests
                    $25 for Non Members
REGISTER:
                    By email - events@naifase.org 
                    By phone - Call Jenna Olson @ (206) 285-4066
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