Training for Trustees: Estate Planning, Trust Administration, & Tax Update
Schedule
Sat Oct 08 2022 at 09:00 am to 11:00 am
Location
Hyatt Regency John Wayne Airport, Newport Beach | Newport Beach, CA
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Learn about the role of trustees, executors, powers of attorney, how to ensure your Trust is administered the way you intended, and more.About this Event
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 Laws
- Changes in Retirement Plan Distribution Rules
- Estate Planning: Wills and Incapacity, Conservatorships, Durable Power of Attorney, Advance Health Care Directives
- What You Need to Know If You’re Named the Successor Trustee of a Trust
If you have any questions please do not hesitate to email [email protected], or call (949) 756-0684.
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Where is it happening?
Hyatt Regency John Wayne Airport, Newport Beach, United StatesEvent Location & Nearby Stays:
Tickets
USD 0.00
