How to read a Will, a Trust, and other estate planning documents
07/22/2024 1:15 PM - 3:00 PM
Organization: California Society of Tax Consultants
Hosted by: California Society of Tax Consultants
Attorney Frank R. Acuña will discuss how to read a Trust. This course is designed at the Basic and Intermediate Knowledge Level.
a. Identify various common estate planning documents and the reasons they exist.
b. Learn to identify the “stakeholders” in each document, and to whom disclosures may be made.
c. Apply trust taxation principles to the documents being reviewed to insure correct reporting and compliance.
Location: Silver Legacy Resort and Casino- Reno, Nevada
Click here for more information or to register.