Estate and Business Planning Conference

On February 7 and 8, 2008, the Southern California Institute is sponsoring a conference entitled The Gathering 2008 in San Diego, California. Here is a summary of the program:

The Gathering is a yearly event primarily for advisors in Estate and Business planning. In today’s world no one person can be an expert in all areas of estate, business, tax, and wealth planning.

Some of the topics to be covered include:

·         What’s New – The Heckerling Update

·         Retirement Planning Update

·         New IRS Appraiser & Appraisal Requirements

·         ILIT Rescue Strategies

·         Online Client Data Access

·         Putting Heckerling Into Our Wealth Plans

·         World Class Retail and Wholesale Seminars

·         Corporate Trustee Advantages & Opportunities

·         Asset Protection Planning in 2008

·         "Circle of Friends" Black-Tie Optional Gala