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DTSTART:20250520T003000Z
DTEND:20250520T030000Z
LOCATION:Delta Hotels by Marriott - 2151 Laurelwood Rd, Santa Clara
UID:2717320250520T003000ZMay 2025 Dinner Meeting
DTSTAMP:20260403T175355Z
DESCRIPTION:\nPlease join us!\n \nJoin 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.\n \nAGENDA\n5:30 - Networking (cash bar)\n 6:15 - Dinner Buffet \n 6:45 - SCCEPC Meeting & Sponsor Recognition\n 7:00 - Advanced Estate Planning Strategies with Annuities and Private Placement Life Insurance\n8:00 - Concluding Remarks\n \nREGISTRATION FEES (same fee for in-person or online attendance)\nPremier Members - No Fee (included in annual dues)\nRegular Members - $70\nFirst Time Guests - $80\n Return Guests - $100\n \nQUESTIONS?\nContact Danielle@SCCEPC.org\n \nThis event has been approved for 1.0 hours of participatory MCLE (California). MAP Provider #9350\n \n\n\n\n
SUMMARY:May 2025 Dinner Meeting - Santa Clara County Estate Planning Council 
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