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Meeting Description:
Fiduciary and CPA John Grimes will present tax issues surrounding timing and recognition of income and deductions, explain the 65-day Rule and how to inform the IRS, allocation of Income & Deductions between the estate or trust and the beneficiaries, trust language options and subtleties, why timing of distributions are important, Trustee, Executor or Administrator’s potential liability for taxes, and discuss fairly recent change in who is entitled to accountings while the grantor is still living.

Speakers:
John Grimes

CEU/MCLE:
1.5/1.5 - Estate

Date
Thursday, January 18, 2024

In Person Time of Meeting (if you live in the area you must attend in person):
11:30AM - 1:30PM

Webinar Livestream Time of Meeting (for those outside the area only):
12pm-1:30pm
(Please note: will let you on a few minutes before 12pm)

Location:
The Community Foundation for Monterey County
2354 Garden Rd Monterey, CA 93940

Food Details:
Boxed Lunch Available
Vegetarian Option Available

Who Can Attend?
Members and Non-Members

Meeting Price:
In Person Members: $25
In Person Non-Members: $30
In Person Students: $25
Webinar Livestream Members: $25
Webinar Livestream Non-Members: $35
Webinar Livestream Students: $25

Thank You To Our Sponsors:
Fiduciary Real Estate Services

Management Level of Difficulty:
Intermediate to Advanced
Attorneys

For More Information Contact:
Brad Kuechler
[email protected]