Live Course - One Location Only: The Marriot in Burbank, 9:00 a.m.-5:00p.m., September 22, 2011, September 23, 2011 and September 24, 2011
Day One:
Fiduciary Duty, Ethics, Wills, Revocable and Irrevocable Trusts (including Special Needs Planning), Title, Capacity, Community Property and Asset Protection
Day Two:
Probate Procedures, Trust Administration, Conservatorships, Guardianships, Subtrust Funding and Allocation, Trust Income Tax, and Medi-Cal Planning / Elder Law
Day Three:
Estate Tax, Principles of Inclusion, GSTT, Charitable Trust Planning, Planned Giving, Insurance Trust Planning, Family Business Entities, Succession
Note: subjects may blend from day to day.
