| Inland Empire Planned Giving Roundtable |
Next Meeting information
Luncheon Meeting
Date:
Thursday, March 18, 2010
Time:
11:45am - Registration and Networking
Noon – 1:30pm - Lunch and Program
Location:
Redlands Community Hospital
Weisser Education Pavilion
350 Terracina Blvd., Redlands
IE-PGRT and AFP Members $20.00 – Non-Members $25.00
REGISTER by emailing susan.kean@verizon.net by March 15th!
Please bring check with you to pay at the door!
Topic:
Anatomy of Insurance Trusts
Presented by
Paul N. Frimmer, JD
OF COUNSEL
Loeb & Loeb
Los Angeles, CA
The creation of an irrevocable life insurance trust requires knowledge of the
income, estate, gift and generation skipping transfer taxes, and the ability to
structure the trust to avoid the imposition of the adverse tax consequences of
these taxes where appropriate.
Our Speaker:
Paul Frimmer specializes in estate planning, wills and trusts, probate and trust
administration, postmortem tax planning, probate litigation, art law, charitable
giving and tax issues relating to these matters.
Mr. Frimmer has authored and co-authored more than 50 publications on estate
planning and related areas. He is also a frequent speaker at national and local
estate planning seminars and institutes, including the NYU Tax Institute, the
USC Tax Institute, the University of Miami Estate Planning Institute, ALI-ABA
seminars, the USC Probate and Trust Institute and the UCLA Estate Planning
Institute.
Prior Work Experience
Prior to joining Loeb & Loeb LLP, Mr. Frimmer was partner and head of the
Personal Planning Group at Irell & Manella LLP.
Upcoming Meetings:
Thursday, May 20, 2010
Thursday, July 15, 2010
Thursday, September 16, 2010
Thursday, November 18, 2010
Luncheon Meeting
Date:
Thursday, March 18, 2010
Time:
11:45am - Registration and Networking
Noon – 1:30pm - Lunch and Program
Location:
Redlands Community Hospital
Weisser Education Pavilion
350 Terracina Blvd., Redlands
IE-PGRT and AFP Members $20.00 – Non-Members $25.00
REGISTER by emailing susan.kean@verizon.net by March 15th!
Please bring check with you to pay at the door!
Topic:
Anatomy of Insurance Trusts
Presented by
Paul N. Frimmer, JD
OF COUNSEL
Loeb & Loeb
Los Angeles, CA
The creation of an irrevocable life insurance trust requires knowledge of the
income, estate, gift and generation skipping transfer taxes, and the ability to
structure the trust to avoid the imposition of the adverse tax consequences of
these taxes where appropriate.
Our Speaker:
Paul Frimmer specializes in estate planning, wills and trusts, probate and trust
administration, postmortem tax planning, probate litigation, art law, charitable
giving and tax issues relating to these matters.
Mr. Frimmer has authored and co-authored more than 50 publications on estate
planning and related areas. He is also a frequent speaker at national and local
estate planning seminars and institutes, including the NYU Tax Institute, the
USC Tax Institute, the University of Miami Estate Planning Institute, ALI-ABA
seminars, the USC Probate and Trust Institute and the UCLA Estate Planning
Institute.
Prior Work Experience
Prior to joining Loeb & Loeb LLP, Mr. Frimmer was partner and head of the
Personal Planning Group at Irell & Manella LLP.
Upcoming Meetings:
Thursday, May 20, 2010
Thursday, July 15, 2010
Thursday, September 16, 2010
Thursday, November 18, 2010
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