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
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.
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.
Members $35 and Non-members $65
if registered online by August 7, 2019 (add $10 if afterwards)