Prev MonthPrev Month Next MonthNext Month
San Jose Chapter Chapter Meeting 4.17.19
Biltimore Hotel
Santa Clara, CA 95054
Wednesday, April 17, 2019, 6:00 PM - 9:00 PM PDT
Category: Chapter Meetings

A-B Trusts, Post Tax Reform Problems and Solutions and Special Needs Trusts (Intro Course)
San Jose Chapter Meeting


Wednesday, April 17, 2019
6:00 PM - 9:00 PM


Biltmore Hotel

2151 Laurelwood Rd

Santa Clara, CA 95054


A-B Trusts, Post Tax Reform Problems and Solutions
What should be done about those "unneeded" A-B trusts now? What if one of the spouses has died? Are we stuck with the trust, or are there ways to deal with those trusts? What if the effect of the A-B trust is to subject our clients to needless capital gains tax due to the loss of the second basis step-up?This practical, hands-on seminar is taught from the perspective of legal and tax advisors who will be meeting with a surviving spouse.

Special Needs Trusts (Intro Course)
The need for special needs trusts seems to be increasing. What are the different types? How do they work? What are the special administration provisions that attach? What is the proper role of the courts in maintaining Social Security Disability and Medi-Cal benefits? How are they reported? This workshop is designed to give fiduciaries a solid grounding in special needs trusts and the situations in which each type is appropriate.


Frank R. Acuña, Attorney at Law
Frank R. Acuña is a founding partner of ACUÑA REGLI. He is a California State Bar certified estate planning, trust, and probate law specialist. His practice includes estate planning; inheritance litigation; business succession planning; special needs trusts; and farm, ranch, and vineyard succession planning. Mr. Acuña has taught tax seminars for the National Tax Practice Institute, the California Society of Enrolled Agents, the California Society of Tax Professionals, and a number of state and local chapters of the National Association of Enrolled Agents and the American Institute of Certified Public Accounts. Mr. Acuña also is a featured speaker for the Professional Fiduciary Association of California and the California Public Administrators, Public Conservators, and Public Guardians. He advises tax, fiduciary, and real estate professionals throughout the State of California.

CPE Information:

A-B Trusts, Post Tax Reform Problems and Solutions
2 Federal Update Hours
Knowledge Level: Update
CTEC: 1000-CE-4512
IRS: 18QC1-U-01132-19-I

Special Needs Trusts (Intro Course)
1 Federal Update Hour
Knowledge Leven: Basic
CTEC: 1000-CE-4513
IRS: 18QC1-U-01133-19-I


Registration Fee (Member): $50
Registration Fee (Non-Member): $70
Date Late Registration Fee Applies: 04/15/2019
Dinner Included with paid registration. No refunds allowed if not canceled 2 days prior to event.


Please contact Melissa Mora to register for this event. Information below:
Contact Email: [email protected]
Contact Phone Number: (408) 981-1610

The San Jose Chapter does accept onsite registration.


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

Contact: Please contact Melissa Mora to register for this event: Contact Email: [email protected] Contact Pho