Estate Planning Committee

Estate Planning provides a discussion forum and dissemination of information to members with respect to specific sections of Internal Revenue Code and related state laws dealing with the transfer tax laws and the planning techniques and strategies available today.

The Estate Planning Committee consists of CPA's who may also be Attorney's, CLU's, ChFC's or PFS's, who practice at the forefront of estate planning in the U.S. today. Our mission is to continue to educate ourselves, or clients and the general public about the transfer tax laws and latest planning techniques and strategies available today.