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Past Workshops > 1/27/2007

Report on the 1/27/07 Workshop

“Basics of Estate Planning”

A total of 52 people were in attendance at this workshop.  The following information was discussed:

Purposes of Estate Planning
Overview of Estate Planning Devices
Planning for Incapacity
Estate Administration

Speaker information
Evaluation comments


For additional information:
Jay Rockwood - rockwoodjw@ldsmail.net
Chet Harmer - charmer@pivotalresources.com

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