CAEPC: The Hybrid Domestic Asset Protection Trust
Date: Monday, November 3, 2014
Time: 5:00pm - 7:30pm
Location: Phoenix Country Club
Speaker: Steve Oshins: Oshins & Associates, LLC
"The Hybrid Domestic Asset Protection Trust: A Third-Party Trust That Can Turn Into A Self-Settled Trust"
Steven J Oshins, Esq.
Law Offices of Oshins & Associates, LLC
Program Description: This presentation will include an overview of DAPTs. The speaker will describe a clever twist on the traditional DAPT called Hybrid DAPT which substantially reduces the risks often associated with traditional DAPTs.
Come early, share a cocktail with fellow planning professionals, and sit down to an excellent meal followed by a professionally delivered presentation.
This program is generously sponsored by:
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Additional meeting information:
Be sure to sign in (and out if you are seeking CFP or Arizona Dept of Ins. CE credits).
Last minute cancellations: If you find you cannot attend, an e-mail to info@CAEPC.org gives us an idea of how many extra seats we may have for those arriving "at the door".
We love substitutes! If you can't attend, maybe someone else in your firm or practice would like to attend in your stead? As always, you can register your substitutes on-line, or send us a quick e-mail to info@CAEPC.org.
Additional Educational Opportunity
2014 Tax & Legal Seminar
Friday, November 7; 7:00 am to Noon
Chaparral Suites Resort, 5001 N. Scottsdale Rd., Scottsdale, AZ
This year's featured speaker is Steven E. Trytten, a recognized authority on tax and estate planning. He is a licensed CPA with over 30 years of experience and a strong academic and professional background. Read more about this nationally renowned speaker.
The Tax & Legal Seminar may qualify for up to four hours of continuing education credit. Register today for this valuable opportunity to learn and network with professional advisors from around the state!
Items below refer to the CAEPC November 3, 2014 program.........
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