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SALT LAKE ESTATE PLANNING COUNCIL 2019 Fall Institute Agenda8:00 am to 8:30 am Registration and Continental Breakfast 8:30 am to 8:45 am Welcome 8:45 am to 10:45 amSome of the Best New Planning Desserts That Are Tax Diet Friendly Stacy Eastland: The Goldman Sachs Family Office10:45 am to 11:00 amNetworking Break11:00 am to 12:00 pm Views on Tax Reform and Business Incentives Lt. Governor Spencer Cox 12:00 pm to 12:10 pmNetworking Break 12:10 pm to 1:05 pm LUNCH SPEAKERBehavioral Economics- Common Investor Mistakes that can cost you and your Trusts Thousands of DollarsJason Ware: Albion Financial 1:20 pm to 2:20 pmPurposeful Trusts & Legacies: How do We Purposefully Move Away from the “Tax Tail Wags the Rest of the Estate Plan”John A. Warnick: Founder of the Purposeful Planning Institute 2:25 pm to 3:25 pmPurposeful Trusts are Revolutionary- Easy to Apply Lessons from the Last Will and Testament of George Washington John A. Warnick: Founder of the Purposeful Planning Institute 3:30 pm to 4:30 pm What, Grandma Made Uncle Rico Trustee? (Advising Non-professional Fiduciaries) Michael Giles: Bennett, Tueller, Johnson & Deere 4:30 pm Adjourn ................
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