What's New Preparing Estates and Trusts?
CSTC SAN GABRIEL VALLEY CHAPTER

Meeting Information:

What's New Preparing Estates and Trusts?

Do you remember when the estate tax exemption equivalent was $600,000? Many of our clients' estate planning [through 2012) was based on "permanent" exemption equivalents of $600,000 or $1,000,000. Now, the "permanent" exemption equivalent appears to be $5,000,000, adjusted for inflation, and a "temporary" exemption equivalent is $11,200,000, adjusted for inflation. What changes should be made now that the tax laws have changed? How should wills and trusts be administered now, as opposed to 10 years ago? We will examine today's hot topics in estate planning, including: DSUE (portability); California Revocable Transfer on Death Deeds; IRA Conduit Trusts; new developments in real property tax planning; and, dealing with "unneeded" A-B trusts and the capital gains tax nightmare they have created.

Date/Time:

June 7, 2018
6 p.m. to 9 p.m.

Speaker:

Frank Acuña, JD
Presenter(s) Bio:
 Frank R. Acuna is a founding partner of Acuna • Regli, located in Pleasant Hill, California, with satellite offices in Oakland and Fairfield, California. Mr. Acuña is certified by the State Bar of California as an estate planning, probate, and trust administration specialist. His practice is built around the needs of tax professionals and includes estate planning, probate, and trust law, business succession planning, and inheritance

Location:

Marie Callenders
1560 Albatross Rd
Puente Hills Mall East
City of Industry, CA
Click here for a map.

Cost:

$35 (Member)

$45 (Non-Member)

Register: 

Please RSVP by calling Priscilla at (323) 401-4772. Menu Options TBD.

CPE Information:

2 Hours Federal Tax Law

IRS: 18QC1-T-00965-18-I
CTEC: 1000-CE-4341

This presentation has been designed to meet the requirements of the Return Preparer Office, the California State Board of Accountancy; and the California Tax Education Council including code 31 of Federal Regulations10.6 (g). This does not constitute an endorsement by these groups. A listing of additional requirements to renew tax preparer registration may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA. 95812- 2890, or phone CTEC at (877) 850-2832, or on the Internet at www.ctec.org.