Join us at our Member Meeting
The Pacific Club
4110 MacArthur Boulevard, Newport Beach, California 92660 • www.pacificclub.org
AUGUST 21, 2019
11:30am to 12:00pm - Business Networking
12:00pm to 1:00pm - Lunch Presentation
1 hour MCLE • 1 hour CPE
HOW TO DO TRUST ADMINISTRATION THE RIGHT WAY - WHAT EVERY ATTORNEY,
ACCOUNTANT, FINANCIAL ADVISOR AND INSURANCE AGENT NEEDS TO KNOW
Group Live Presentation
Program Level: Overview
Field of Study: Taxes
Program Level: Overview
Field of Study: Taxes
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.
Learning Objectives:
- 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
For more than 35 years John has been known as one of the leading experts in Post Mortem Planning, with a recent focus on representing fiduciaries. Having presented countless times across the country on the topic, he helps trustees get out of the most difficult issues. He is the current Chair of California State ACTEC, and former President of LA Estate Planning Council and Chair of LA County Bar Association, Trust and Estates Section.
Owner, Rogers Trust Law
Los Angeles, CA
For more than 35 years John has been known as one of the leading experts in Post Mortem Planning, with a recent focus on representing fiduciaries. Having presented countless times across the country on the topic, he helps trustees get out of the most difficult issues. He is the current Chair of California State ACTEC, and former President of LA Estate Planning Council and Chair of LA County Bar Association, Trust and Estates Section.
Click Here to Register Online
Members $35 and Non-members $65
if registered online by August 7, 2019 (add $10 if afterwards)
Members $35 and Non-members $65
if registered online by August 7, 2019 (add $10 if afterwards)
Compliant/Refund Resolution Policy:
For more information regarding administrative policies such as complaints and refunds, please contact Greg Custer or other Board Members of STEP Orange County.
Greg Custer: (949) 216-2202
Prerequisites and Program Content:
There are no prerequisite education or prior experience needed for any of STEP Orange County’s meetings or events. All sponsored events are relevant learning objectives to assist in the continuing education for MCLE and CPE. All levels are encouraged to participate and all participants will take away knowledge regarding the subject matter. There is also no advanced preparation needed for any of the meetings or events.
STEP Orange County is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE Credit. Complaints regarding registered sponsored may be submitted to the National Registry of CPE Sponsors through its web site: www.nasbaregistry.org