Events

Events

Estate Planning and Administration

Thank you to Paula Leibovitz Goodwin and Caitlin Carey for discussing:  “Beyond NINGs and DINGs – Incomplete Gift Trust Planning for Nontaxable, Maybe Taxable, and Very Taxable Estates.”

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Elder Law, Conservatorships & Guardianships

Proven and Recent Planning Strategies for Persons with Disabilities

Thank you to Kevin Urbatsch for discussing trust provisions that can be added into Special Needs Trusts and new tools like the ABLE account and True Link card which greatly expands what the planner can create to improve the quality of life of persons with disabilities.

 

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More Upcoming Events

January 9 Estate Planning and Administration
January 16 Elder Law, Conservatorships and Guardianships
February 6 California & Federal Recent Developments
March 13 Estate Planning and Administration
March 20 Litigation and Mediation
April 10 Estate Planning and Administration
April 17 Elder Law, Conservatorships and Guardianships
May Spring Symposium