Michael Morris to Address Estate Planning in Times of Change at October 28th Workshop
Pismo Beach — Michael Morris, senior principal with the Andre, Morris & Buttery law firm of San Luis Obispo, will be a speaker at an estate planning workshop on Friday, Oct. 28, 2011, sponsored by Joe Brittingham, CFP® of Edward Jones Investments. Morris will be joined by CPA Eric Schwefler of Caliber Accounting Group to present a program titled “Estate Planning in Times of Change.”
The no-charge event will take place at 8 a.m.–noon at the Dolphin Bay Resort located at 2727 Shell Beach Road in Pismo Beach. The workshop is open to the public but space is limited and advance registration is required. Lunch will follow the program and will be provided by Lido Restaurant.
Morris, who has more than 35 years of experience in real estate, business counseling and estate and trust matters, will be joined by Schwefler in discussing the effects of recent legislation increasing the estate and gift tax exemption to $5.0 million. The program will present strategies for dealing with the increased exemptions along with planning for a possible return to lower exemptions commencing in 2013. The seminar will help attendees understand the current status of the estate and gift tax law as well as plan for the potential changes which may occur in the future.
Event host Joe Brittingham can be reached via e-mail at Joe.Brittingham@edwardjones.com. Reservations are requested via phone call to Jennifer or Bryanna at Edward Jones in Pismo Beach, (805) 473–9200.