Estate Taxes - Back By Unpopular Demand!
10/13/2022 11:30 AM - 1:00 PM
Organization: Professional Fiduciary Association of CA- East Bay Chapter
Hosted by: PFAC
With proposed decrease in the estate tax exemption, we will be seeing more and more taxable estates. This presentation by attorney Lisa M. Zaragoza is designed as a refresher for attorneys and fiduciaries on taxable estates and how to administer them. Participants will learn what to look for in trust documents to see if a trust split is required and how to identify asset values, how to manage a split trust and the different responsibilities to various beneficiaries and how to administer a taxable estate.