THE ESTATE PLANNING COUNCIL OF HAMPDEN COUNTY, INC.
LUNCHEON MEETING

Date:       Tuesday, September 29, 2009                              
Place:      The Colony Club [Business Dress Required]      
Time:       11:45 a.m. - 1:00 p.m.
Speaker:  Robert G. Alexander, Esq.


Topic:    The Beneficiary Defective Inheritor’s Trust (“BDIT”) – Finessing the "Pipe Dream"
              A Powerful New Wealth Planning Strategy that Creates Significant Life Insurance Sales Opportunities
About the Speaker:

Attorney Robert G. Alexander is the President and majority shareholder of Alexander & Klemmer, S.C., located in Milwaukee, Wisconsin and “Of Counsel” to Gonzalez, Saggio & Harlan, LLP, a highly respected national law firm with offices located in major cities throughout the United States. He earned a B.A. in English from the University of Wisconsin-Madison, J.D. from the University of Wisconsin-Madison Law School, and an LL.M. in Taxation from DePaul University.

Mr. Alexander entered into private practice in 1978 and concentrates his practice in the areas of domestic and international wealth transfer, asset protection and family business planning, including federal estate and gift taxation; trust and estate administration; fiduciary income taxation; life insurance planning; retirement planning; charitable planning; business organization and succession planning and international tax planning. He has earned professional designations as a Board Certified Estate Planning Law Specialist (EPLS) as accredited by the American Bar Association, and as an Accredited Estate Planner (AEP) by the National Association of Estate Planners and Councils (NAEPC). He is AV rated by Martindale-Hubbell, its highest rating in legal ability and ethical standards.

For more information about Mr. Alexander, please click here or visit the EPC web site at http://www.estateplan-hc.org/R. G. Alexander full bio.pdf.

Note: The full 2009-2010 calendar is published at http://www.estateplan-hc.org/calendar.htm.
Cost: $22    -     Menu: Colony Club Buffet

RESERVATIONS AND PAYMENT FOR THE LUNCHEON MEETING MUST BE RECEIVED
BY WEDNESDAY, SEPTEMBER 23, WITHOUT EXCEPTION.
Please note: a late reservation is a commitment to pay.
(If you are prepaid, you must let us know if you are coming or not.  Space will not be reserved for non-respondents.)

NO CASH AT THE DOOR.
Please reservc by e-mail to  estateplan_hc@dejazzd.com and send reservation form with payment to:
The Estate Planning Council of Hampden County, Inc.
c/o Joan Peterson
A Way With Words
12845 Old Turnpike Road
Mifflinburg, PA 17844-8009
Cell Phone: 413.563.7057                 

Name ____________________________________ 

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Yes, I will attend.  ___ No, I can't attend.  ___ $22 enclosed.   ____  I have prepaid for all meetings (6 for 5 offer). ____

I will bring ____ guest(s).

$____ enclosed ($22 x number of guests)

Please list the name(s) of your guest(s) below:

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Visit our Web Site:   http://www.estateplan-hc.org