EPC Annual Meeting
Annual Meeting
UNF Adam W. Herbert University Center
12000 Alumni Drive
Jacksonville, FL 32224
8:00am - Registration - Check In - Continental Breakfast
8:30am - Council Presentation (brief annual business meeting)
9:00am - 12pm - Speaker Presentation
Topic
Grantor Retained Annuity Trusts (GRATS)
This program discusses the basic rules for establishing a grantor retained annuity trust and its advantages and disadvantages. Included is a discussion of the eight statutory requirements of a GRAT, the use of long-term versus short- term GRATs, including short-term rolling GRATS and “zeroed-out” GRATs, GRATs with increasing annuities and what assets are most effective with GRATs and GRAT asset allocation. Also, the income, estate, gift and generation skipping aspects of GRATs will be discussed.
Click here to learn more about the speaker.
Continuing Education:
Applied for credits for the following designations:
CLE, CFP®, FL Insurance, CTFA, CPE for CPAs, CLU®, ChFC®.
Members attend free with registration.
Guest cost is $50 per person (includes continental breakfast and 3 hours of CE). Online registration and advanced payment online is required.
ALL ATTENDEES MUST RSVP by April 26th!
Follow the register prompts below to secure your seat!
*Note to our paying attendees. You will receive 2 confirmations. 1 for the registration, and 1 from Paypal when your payment is processed. You do NOT have to create an account or log into Paypal to pay online. Simply select the pay by debit or credit card to process your payment.
