LA Estate Planning Cte: Disasters in Estate Planning & How to Fix Them | G2100819

Date :
August 14, 2019 11:30 AM - 2:00 PM
Location :
West Los Angeles
Facility :
Olympic Collection
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Level of Difficulty :
Advanced
CPE Credits :
CPE 2.00, MCLE 1.50, CFP 2.00
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Sometimes, an estate plan simply doesn't work, despite all the careful planning of the decedent and family. It could be a mistake in drafting, or a misunderstanding of a decedent's instructions, or perhaps unforeseen changes in circumstances. So, what can you do to fix the problems?

Objectives:

  • Recognize there may be a solution to a seemingly hopeless problem.
  • Identify tools and techniques for solving estate planning problems.
  • Determine skills in problem solving while working with heirs.

Major Subjects:

Speaker will emphasize problem solving techniques for estate planning issues.

Advanced Prep:

None

Misc. Information:

Online registration is closed the day of the meeting. We encourage you to attend and pay at the door. To ensure there is space available, call Program Associate Tracey Zink at (818) 546-3554. Please plan to arrive at 11:30 a.m.
•Fees: $50/member, $90/nonmember
•Add $10 for same day and at door registration
•Parking and lunch included
•Address: Olympic Collection Banquet Hall and Conference Center, 11301 Olympic Blvd., W. LA 90064

Sponsors

Co-Host
Co-Host
Level of Difficulty:
Advanced
Field of Interest:
Taxes
Prerequisites:
Some knowledge of estate planning provisions and trust provisions preferred.
Designed For:
CPAs interested in estate planning, attorneys and other professional staff.

Instructors

Megan Lisa Jones, Esq
Steven Toscher
Steven Toscher of Hochman, Salkin, Rettig, Toscher & Perez, P.C. specializes in civil and criminal tax controversy and litigation. He is a certified specialist in taxation, the State Bar of California Board of Legal Specialization, a Fellow of the American College of Tax Counsel and has received an "AV" rating from Martindale Hubble.

In addition to his law practice, Mr. Toscher has served as an adjunct professor at the USC Marshall School of Business since 1995, where he teaches tax procedure. He has also served on the faculty of the American Bar Association Criminal Tax Fraud Program since 1998. He is a former internal revenue agent with the IRS and a trial attorney with the Tax Division of the U.S. Department of Justice in Washington, D.C., where he received its Outstanding Attorney Award.

Mr. Toscher is a frequent lecturer to professional groups and author on civil and criminal tax controversy topics. He is frequent contributor to the Los Angles Lawyer, The Journal of Tax Practice and Procedure and Tax Management Bureau of National Affairs.

No Agenda or Materials posted.

Sponsors

Fiduciary Trust International of California
Co-Host
Maniaci Insurance Services, Inc.
Co-Host

Sponsors