Trust Administration for Tax Professionals
North County San Diego Chapter & CSEA Palomar Chapter Joint In-Person Seminar

Date:

Saturday, July 18, 2026
8:15 AM to 5:00 PM

Registration starts at 8:15 am. Seminar starts promptly at 9:00 am and will conclude at 5:00 pm. Course materials will be given to attendees at sign-in.

Continental breakfast during registration (starting at 8:15 am)
Lunch: Deli Buffet, Freshly baked cookies and refreshments served at break

Location:

California Center for the Arts
340 N. Escondido Blvd.
Escondido, California 92025
(Registration at the door is permitted but meals will be limited to availability if not pre-registered)

Description:

The “Silver Tsunami” is in full form and family wealth transfers are occurring at unprecedented rates. Tax professionals are being called upon by long term clients and their families to assist with conservatorship, probate, and trust administration.This class will focus on trust administration, but has broad application for tax professionals serving aging clients and their families after incapacity or death.

Learning Objectives

1) Understand the legal mechanisms for dealing with the incapacity or death of our clients.
2) Examine various trusts and how/why they are used.
3) Learn the appropriate roles of a number of different professionals in the aging/dying process, and how to work together for our clients’ best advantage.
4) Learn the basics of fiduciary accounting and fiduciary taxation, their similarities and differences, and how fiduciary accounting flows onto the fiduciary tax return.
5) Apply ethical principles to a tax professionals service to aging, incapacitated, ordeceased clients and their families.

Speaker: 

Frank R. Acuña, Esq.
Frank R. Acuña is a founding partner of ACUÑA REGLI, LLP. He is aCalifornia 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. ACUÑA REGLI, LLP has offices in Pleasant Hill, with satellite offices in Fairfield and Berkeley.

CPE Information:

8 Federal Law hour(s) (Topics covering existing tax law)

IRS: 18QC1-T-02285-26-I
CTEC: 1000-CE-05771

Knowledge Level: Intermediate (Basic knowledge helpful)

Cost:

Cost if registered by July 10, 2026
Registration Fee (Member): $200
Registration Fee (Non-Member): $240

Cost if registered after July 10, 2026
Late Registration Fee (Member): $240
Late Registration Fee (Non-Member): $280

Cancellation and Refund Policy:
Written cancellations will be accepted up to three (3) business days before the course begins for a full refund. Please email your request to [email protected]. No refunds will be given if cancellation notice is received later than three (3) business days before the course begins, or for no-show registrants.