Monday, February 6, 2012

Portability: Mechanics, Compliance and Risks

Josie Faix is presenting a seminar entitled, "Portability: Mechanics, Compliance and Risks" on behalf of the Trust & Estate Section of the Colorado Bar Association on February 7, 2012 at the CBA offices at 1900 Grant Street, Suite 300, Denver, Colorado. Josie will focus on compliance and exposure issues related to what has been trumpeted by some in the media as one of the most significant estate planning benefits of Sections 302(a)(1) and 303(a) of The Tax Relief, Unemployment Insurance Reauthorization and Job Creation Act of 2010.