The Family Estate Plan: Why You Should Have One, and What Happens If You Don’t

Speaker: Randy Gardner, J.D., LL.M., MBA, CPA, CFP®   |   Materials: Presentation (.pdf)

Randy GardnerAbout the Speaker:
Since 1983, Randy has served as an independent, fee-only tax, financial, and estate planning adviser for thousands of individuals and their advisers. He was formerly a tax and wealth management adviser with Arthur Young (now Ernst & Young LLP). Randy Gardner is also a Professor of Tax and Financial Planning, Director of the Certificate in Financial Planning Program at the University of Missouri - Kansas City, and nationally-recognized continuing education discussion leader for CPAs, attorneys, and financial planners. He is coauthor of the books, 101 Tax Saving Ideas and Tools and Techniques of Income Tax Planning, and co-editor of WealthCounsel Estate Planning Strategies. In 1997, he was recognized as Educator of the Year by the Missouri Society of CPAs.