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SD PFP Committee:Trust Administration and Estate Planning (K2151109)

 
REGISTRATION STATUS: Online Registration for this event is closed. Please contact your Program Associate or Customer Services.

Due to the economy, individuals have renewed their interest in trusts and estate planning. To serve your clients better you need to be prepared to address their questions. At this session you will learn more about trust design, implementation, and administration from Larry Kaplan, CPA of Solomon Ward Seidenwurm & Smith LLP.



Date:Thursday, November 05, 2009
Time:8:00am - 10:00am (Registration at 7:45am )
Facility:Handlery Hotel & Resort, San Diego
Area:San Diego Area
CPE Credit:2.0 CPE (Continuing Professional Education)
Instructor: Lawrence J. Kaplan , CPA, Esq.
NASBA Subject Area:Specialized Knowledge & Applications
Delivery:Group Live
Course Level:Beginning
Fee:$25 CalCPA Members, $35 Nonmembers

Objectives:

  • Gain a working knowledge of trusts.
  • Learn the operational aspects of trusts
  • Know the major considerations involved in estate planning

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    Major Topics:

  • Creation, funding, and maintenance of trusts.
  • Estate distribution using gifts.
  • Family limited partnerships.
  • Transfers in low interest environments.



  • Designed for:
    CPAs, financial planners, and other practitioners who advise clients about estate planning options.

    Prerequisite:
    None

    Advanced Preparation:
    None


    Note:
    If you have an allergy or require a vegetarian option, you must contact Cindy Holcomb at 858 581-2541 at least three days prior to the event.

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