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CSTC Academy - What to Do With an A/B Trust That No Longer Makes Sense
Tuesday, July 07, 2020, 10:30 AM - 12:10 PM PDT
Category: CSTC Academy
Tuesday, July 7, 2020 Topic: What to Do With an A/B Trust That No Longer Makes Sense Course Description: Knowledge Level: Overview Learning Objectives: #1: Review basic trust structures used since 1986, and the tax problems caused by A/B Trusts. #2: Understand TCJA changes. #3: Demonstrate how old or "stale" A/B trusts can be revised, restated, or revoked to become tax-effective again. Frank 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 Consultants, a number of state and local chapters of the National Association of Enrolled Agents, and the American Institute of Certified Public Accountants. Mr. Acuña also is a featured speaker for the Professional Fiduciary Association of California, the National Guardianship Association, and the California Public Administrators, Public Conservators, and Public Guardians. He advises tax, fiduciary, and real estate professionals throughout the State of California.
Contact: [email protected] or 949-715-4192 |