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Estate Planning and the AB Trust - San Francisco Bay Virtual Chapter Meeting 11.3.21
Wednesday, November 03, 2021, 6:00 PM - 8:00 PM PDT
Category: Chapter Meetings

Estate Planning and the AB Trust
San Francisco Bay Chapter Virtual Meeting

Date:

Wednesday, November 3, 2021
6:00 to 8:00 PM

Location:

Online Meeting via Zoom
This will be a Zoom Meeting. Once you register and pay the Zoom link will be provided in your confirmation email for you to log in at the designated meeting time. Zoom does require registration before entering the meeting. 

Description:

We all know something about Estate Planning Trusts, and many have heard about AB Trusts. For that matter, many people have heard about AB, ABC, Charitable, CRUT, CLT, Revocable, Irrevocable, living, family, asset protection, QDOT, QTIP, IRA, and just about every "type" of trust you can think of. A lot of the names assigned to trusts are just that, names. Other names are acronyms while others are just letters representing a trust's function. In this seminar, we will explore what is meant by the "AB" trust and how they are still used today, but for different reasons. We will start with the basics of living trusts and move quickly into specialty trusts like the AB and ABC trusts. All trusts deal with various tax situations, and some are taxed currently while others are taxed after they become irrevocable. We will discuss some of tax consequences of estate planning trusts.

Speaker:

Gary A. Quackenbush, Esq.
Gary Quackenbush and his team operate a Financial Solutions law practice, GQ LAW, in San Diego, California, and San Juan Capistrano, California. Since 1988 his emphasis has been tax and financial problem solving and implementing solutions for tax problem resolution such as Offers in Compromise, audit reconsideration, appeals, installment agreements, bankruptcy, federal district court actions, federal tax court actions, etc. His estate planning practice focuses on wills, trusts, and estate administration including probate court work and inheritance litigation. The firm handles contract disputes, property disputes, and business matters. His small business consulting involves choice of and formation of business entities such as sole proprietorships, partnerships, corporations, and Limited Liability Companies. Gary received his Bachelor of Science degree in business finance from Brigham Young University in 1984. He received his Juris Doctor degree from California Western School of Law in 1988. He is admitted to practice in all courts in the state of California and in all courts in the state of Colorado, US Bankruptcy Court in the Southern, Central, and Northern Districts of California, Federal District Court in the Southern and Central districts of California, Federal District Court and US Bankruptcy Court in the District of Colorado, and U.S. Tax Court.Gary is a regular guest lecturer to tax professionals, attorneys, and volunteer organizations. He is the host of his own radio show “Word on Wealth with Attorney Gary Quackenbush” weekdays at 2 PM on KCBQ 1170 AM and KPRZ 1210 AM. He is the host of his own podcast “GQ on the Law” available on iTunes, Podbean, and Google Podcasts. He has been a guest on UTTV “The American Dream” and the “Taylor Baldwin Show” and has appeared on NBC, ABC, CBS, and KNSD TV.He is Past-President of the California Society of Tax Consultants, San Diego Chapter and is Immediate-Past President of CSTC at the state level.Gary and his wife Cheryl’s growing family consists of four children, their spouses, and twelve grandchildren. Outside of the office you will find Gary spending time with Cheryl and their family, traveling, water skiing, boating, rock climbing, mountain biking, hiking, and camping.GQ LAW12396 World Trade Drive, Suite 213San Diego, CA 92128(858) 549-8600fax: (858) 549 8863e-mail: [email protected] Gary on Facebook as “GQ Law”

CPE Information:

2 Federal Law hours (Topics covering existing tax law)

IRS: 18QC1-T-01576-21-O
CTEC: 1000-CE-4984

Knowledge Level: Intermediate (Basic knowledge helpful)

Cost:

Registration Fee (Member):  $20
Registration Fee (Non-Member): $50

650-918-7329
[email protected]


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.

Contact: [email protected] or 650-918-7329