Search for Events

Meeting/Seminar

How to Do Trust Administration the Right Way - What Every Attorney, Accountant, Financial Advisor and Insurance Agent Needs to Know - 21 August 2019

Host Branch
STEP Orange County
Event type
Meeting/Seminar
Venue
The Pacific Club
Address
4110 MacArthur Boulevard
Newport Beach
California
92660
Country
USA
Date
21 August 2019
Time
12:00 - 13:00
Description

Planning does not end at death. The post-mortem administration of an estate or trust involves many choices, both tax- and non-tax-related. This presentation will cover the spectrum of post-mortem planning, from relatively routine decisions (e.g. selection of fiscal year, allocation of assets to sub-trusts) to opportunities and strategies (e.g. disclaimers, tax elections, IRA and retirement plan elections and decisions). The speaker will generally use a checklist approach, and sample checklists will be included in the materials.

  • This presentation will cover the spectrum of post-mortem planning, from relatively routine decisions.
  • The speaker will generally use a checklist approach, and sample checklists will be included in the materials.

Presenter: John T. Rogers, Jr., JD, ACTEC,Owner,Rogers Trust Law,Los Angeles,CA.

If registered online by August 7, 2019 (add $10 if afterwards)

CPD
1 hour MCLE • 1 hour CPE

CPD Certificates are not automatically supplied following an event. Should you require a CPD certificate confirming your attendance at an event please contact the person on the calendar listing to request this.

Cost:
Members $35
Non-members $65
Contact name
Greg Custer
Contact email
administrator@stepoc.org
Register Add to Calendar events/how-do-trust-administration-right-way-what-every-attorney-accountant-financial-advisor-and 08/21/2019 12:00 08/21/2019 13:00 The Pacific Club, 4110 MacArthur Boulevard, Newport Beach, California, 92660 STEP Orange County How to Do Trust Administration the Right Way - What Every Attorney, Accountant, Financial Advisor and Insurance Agent Needs to Know - 21 August 2019 Planning does not end at death. The post-mortem administration of an estate or trust involves many choices, both tax- and non-tax-related. This presentation will cover the spectrum of post-mortem planning, from relatively routine decisions (e.g. selection of fiscal year, allocation of assets to sub-trusts) to opportunities and strategies (e.g. disclaimers, tax elections, IRA and retirement plan elections and decisions). The speaker will generally use a checklist approach, and sample checklists will be included in the materials. Hosted by: STEP Orange County. Contact: Greg Custer. Contact email: administrator@stepoc.org