12:30 – 1:00, David Eastman – Morris Hall, PLLC
Session Information:
Estate Planning for the Professional Advisor- those who understand it earn the higher revenue.
- How a living trust can preserve your clients legacy
- Your clients IRA and their estate plan- how they can work together in harmony
By the end of this presentation, you should have a comprehensive understanding of the usefulness of living trusts in protecting your clients’ legacy and have a basic understanding of how IRA’s and living trusts can work together in harmony if done right.
David Eastman
Dave Eastman earned his Juris Doctorate degree from Arizona State University. For over 14 years, Dave has focused his practice on estate and retirement planning, as well as probate and trust administration. Dave’s greatest satisfaction comes from providing education to hardworking individuals to ensure their assets are properly planned for and protected.