Live Content

Live Course РOne Location Only:  Mass Mutual, 101 Montgomery Street, Suite 600 in San Francisco, September 17, 18 and 19, 2015


Topics Will Include:

Meet and Greet Happy Hour

Fiduciary Duty, Ethics, Wills, Revocable and Irrevocable Trusts (including Special Needs Planning), Title, Capacity, Community Property and Asset Protection

Probate Procedures, Trust Administration, Conservatorships, Guardianships, Subtrust Funding and Allocation, Trust Income Tax, and Medi-Cal Planning / Elder Law

Estate Tax, Principles of Inclusion, GSTT, Charitable Trust Planning, Planned Giving, Insurance Trust Planning, Family Business Entities, Succession

Trust Administration Issue Spotting; Breach of Fiduciary Duty

An all-day presentation on Special Needs Trusts

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