About the
Committee Action Plan
Who We Are:
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.
What We Do:
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.
Who Should Join:
The Estate Planning Committee consists of CPA's who may also be attornyes,
CLU's, ChFC's or PFS's, who practice at the forefront of estate planning in the
U.S. today.