Seminar for Estate Planning Professionals | Bremerton, WA. January 26, 2017

Events Seminar for Estate Planning Professionals | Bremerton, WA. January 26, 2017 Filmore E. Rose January 26, 2017

Rimon’s Tax and Estate Planning Partner Filmore E. Rose will be a guest speaker at the Kitsap Estate Planning Professionals Seminar on January 26, 2017.

During the presentation of his topic: “Charitable Contributions of Interests in Real Estate”, Mr. Rose will discuss the different options that charitable organizations have to increase their levels of contributions by soliciting and receiving charitable gifts of real estate. In additional, he will review different options for individuals who are willing to donate some of their real estate and will explain the issues associated with it.

Other topics in the Agenda:

  • Charitable Gifts of Complex Assets
  • Procedural and Jurisdictional Issues for TEDRA vs. Probate Disputes
  • Digital Assets and the New WA Durable Power of Attorney Act
  • Potential Estate Planning Impacts of the New Administration
  • Legal Ethics In Trusts Practices
  • Medicaid Planning and Elder Law Updates

This program is designed to improve techniques and strategies for all estate planning professionals including Attorneys, Accountants, Financial Advisors, Insurance Brokers and Bank Trust Officers.
This Seminar offers 6.5 CPE hours and 7 MCLE credits

To read the complete agenda and register here

More about Mr. Rose’s here

The Kitsap Community Foundation envisions a community with a vibrant culture of philanthropy that maximizes the work of thriving nonprofits. Their mission is to improve their community’s quality of life by connecting people who care with causes that matter.