Climate Change Update TBAC Meeting March 2010 John Vitello Associate Deputy Bureau Director BIA Office of Trust Services Washington, D.C.
Estate Planner
1 Some of the Best Estate Planning Ideas We See Out There (That Also Have the Merit of Playing Havoc With Certain “Conventional Wisdom”)
Go forth and be a blessing. -Exodus
GRATs Presented by: Michael W. Halloran CFP ®, AEP, ChFC ®, CLU ® October 28, 2010 Chattanooga Estate Planning Council.
Planned Giving Handouts