John Guest speaker Tim Keefe as we discuss estate planning considerations in the digital age. We will discuss specific estate planning techniques for you within the context of a changing tax environment. Topics to be addressed include, but are not limited to: new types of trusts, trusteed IRA’s , estate planning for your digital assets (such as your Facebook account) and basic documents you should have. The minimum distribution rules, estate tax martial deduction and other income and estate tax provisions are confusing at best, and at worst, seemingly contradictory. As always time will be allotted for your questions.
2 Times: Noon (luncheon) and 7:00 p.m. (wine & cheese)
Place: LaMalfa Holiday Inn – Mentor OH
Please phone our office at (440) 974-0808 or Click Here to make reservations
Mr. Keefe received his Bachelor of Science Degree from Northern Illinois University and his MBA with Distinction from DePaul University. He is also a graduate of the ABA National Trust School at Northwestern University.
Mr. Keefe has more than twenty-two years of experience in all aspects of trust management with The Northern Trust Company and most recently, Wintrust Financial Corporation where he managed the trust office at Barrington Bank & Trust for Wintrust Asset Management Company and was responsible for business development and trust administration. Prior to Wintrust, Mr. Keefe managed the consulting practice with the Government Finance Officers Association where he also staffed their national committees on Cash Management and Retirement and Benefits Administration. Mr. Keefe is a Vice President and Business Development Officer for Raymond James Trust Company.
The Carver Cares Partner for this event is the Lake Humane Society. For more information on this organization click here to visit their website.