Training for Trustees: Estate Planning, Trust Administration, & Tax Update

4545 Macarthur Boulevard,Newport Beach CA 92660

08 October, 2022

Description

This event will begin with a complimentary breakfast from 9:00 - 9:30 AM, followed by an educational seminar and Q&A from 9:30 - 11:00 AM. Some of the topics to be covered include: Estate and Tax Law Updates and Recent Developments in Property Tax LawsChanges in Retirement Plan Distribution RulesEstate Planning: Wills and Incapacity, Conservatorships, Durable Power of Attorney, Advance Health Care DirectivesWhat You Need to Know If You’re Named the Successor Trustee of a TrustIf you have any questions please do not hesitate to email [email protected], or call (949) 756-0684.