Planned Giving - Ensuring Wild Sheep will be on the Mountain
(Room RS-CC - Room A6)
18 Jan 20
11:00 AM
-
12:30 PM
Winton Smith J.D., Wild Sheep Foundation Planned Giving Representative, will be available both in the Society Lounge and also throughout the Convention January 16 – 18, 2020. He hopes to meet as many members as possible. Please come by for a visit.
The largest tax change in three decades has turned upside down the law that governs Wills, Revocable Trusts, Retirement Plan Beneficiary Designations, Irrevocable Trust, Family Limited Partnerships and other documents. This presentation explains the changes to your documents that are essential to provide best for the people you love, eliminate unnecessary tax and provide for your charitable interests.
The presentation also explains a number of tax-smart planning strategies that are available in 2019 and 2020. These opportunities can vanish quickly if there is a change in the political environment. It is wise to capture the benefit of enormous tax saving options as soon as possible. Members who want a zero tax estate plan should attend this presentation.
Winton Smith would welcome the opportunity to provide additional information about these planning strategies. There is of course no cost and no obligation.
For more information, please call or write:
Winton C. Smith, J.D.
Wild Sheep Foundation
Planned Giving Representative
4934 William Arnold Rd.
Memphis, Tennessee 38117
1.901.301.9275
winton@wintonsmith.com