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- February 23, 2012
- February 2012 Focus Group
ADMINISTERING A STALE BYPASS TRUST WITHOUT HAVING A TRIPLE BYPASS
Featuring Eric Harris and Ashley Risner Copp
Rehabilitating Stale Trusts – A Case Study
As estate planning professionals, it is not uncommon to discover an unfunded bypass/exemption trust when reviewing the estate plan of a surviving spouse. In some cases, the deceased spouse may have died ten or twenty years ago, or more, and no allocation and funding was ever accomplished. In many instances, these stale trusts may involve sensitive tax and beneficiary issues, creating a potential minefield for you and the client when performing the allocation and funding. In this presentation, we will cover the following topics in a case study format:
1. When should a stale trust be funded? Is it better to do nothing at all?
2. What options are available for funding stale trusts taking into account sensitive tax and/or beneficiary issues, and how does one deal with various classes of assets involved in the allocation?
3. How does one successfully integrate the team approach during the allocation and funding process (client, attorney, CPA/EA, fiduciary, investment advisor)?
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- February 18, 2012
- February 21 TMMC Seminar
ALL IN THE FAMILY—MULTI-GENERATIONAL
FINANCIAL PLANNING
• Transferring assets from one generation to the next
• Estate planning is not just for the super-wealthy
• Issues that can arise when families deal with money
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- May 10, 2012
- May 2012 Breakfast Meeting
Featuring Julie Hendrickson, Senior Attorney on Advanced IRA Planning
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- April 12, 2012
- April 2012 Breakfast Meeting
Featuring Michael Zarefsky - Estate Tax Attorney
on Valuation Discount Issues
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- March 8, 2012
- March 2012 Breakfast Meeting
Featuring Jonathan Lurie, Esq. on Post Death Estate Planning
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- January 21, 2012
- TMMC Interactive Workshop
- I CAN’T BE OUT OF MONEY – I’M STILL HERE!• What the real world offers• Figures don’t lie, but liars figure• How big must my retirement nest egg be and how muchcan I spend per year without running out of money?Please RSVP to Bert Stewart at 310-517-4728.These free workshops are strictly educational –no products or services will be sold to attendees.Should you have any questions, please call Joe Ward at 310-784-4843.January 21, 2012 • 9 to 11 a.m.LOCATION: West Tower, 2nd Floor Auditorium3330 Lomita Blvd, Torrance 90505Read More
- February 9, 2012
- February 2011 Breakfast Meeting
Jacob Stein will be speaking on "Asset Protection Planning: Focus on LLCs and Limited Partnerships"
The presentation will take a practical approach to asset protection planning – what works and what does not work, including last-minute planning. Focusing on the use of legal entities to protect assets, you will learn which entities offer a better shield from liabilities, common pitfalls and planning opportunities. Each attendee will receive the instructor’s full outline on asset protection – over 150 pages of in-depth information with full citations.
To RSVP, click on the following link: https://events.r20.constantcontact.com/register/eventReg?llr=krgtkygab&oeidk=a07e5j2xw6y1cc2c31f&oseq=
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- January 26, 2012
- January 2011 Focus Group
Facilitator: Matthew Yu
who will be speaking on
“Power of Attorney”
The good, the bad, the ugly
To RSVP (members only), click on the following link:
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- January 12, 2012
- January 2011 Breakfast Meeting
Featuring Margaret Lodise, Esq., who will be speaking on Ethics
To RSVP, click here:https://events.r20.constantcontact.com/register/eventReg?llr=krgtkygab&oeidk=a07e5fsdx569f8b7b59
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- November 17, 2011
- November 2011 Focus Group
Date: November 17, 2011
Time: 8:00-9:00 am
Place: Piazza, Donnelly & Marlette, LLP
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3460 Torrance Blvd, #150, Torrance 90503
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