SANTA CLARA COUNTY ESTATE PLANNING COUNCIL

Please join us!

Join us for an insightful presentation debunking common misconceptions about annuities, including their role in multigenerational tax deferral and trust administration for bypass, irrevocable, and special needs trusts. We'll also explore the mechanics of Private Placement Life Insurance (PPLI), highlighting its tax-efficient structuring and practical applications. Gain clarity on flow-through tax treatment and discover how these financial tools can optimize wealth preservation strategies.

AGENDA
5:30 - Networking (cash bar)
6:15 - Dinner Buffet 
6:45 - SCCEPC Meeting & Sponsor Recognition
7:00 - Advanced Estate Planning Strategies with Annuities and Private Placement Life Insurance
8:00 - Concluding Remarks

REGISTRATION FEES (same fee for in-person or online attendance)
Premier Members - No Fee (included in annual dues)
Regular Members - $70
First Time Guests - $80
Return Guests - $100

QUESTIONS?
Contact Danielle@SCCEPC.org

This event has been approved for 1.0 hours of participatory MCLE (California). MAP Provider #9350