Basic Tax Planning and Trusts 101

Cameron Kelly presented “Basic Tax Planning and Trusts 101” at the National Business Institute national webinar, Estate Planning from A to Z, on May 17, 2017.  A nationally broadcast continuing education course provided to attorneys, financial planners, trust officers, accountants and CPA’s to learn or review the basic concepts relating to the transfer of assets during life, or at death.  Access the materials:  NBI Basic Tax Planning SE&BP outline and Basic Tax Planning Slides.