BEGIN:VCALENDAR VERSION:2.0 PRODID:-//jEvents 2.0 for Joomla//EN CALSCALE:GREGORIAN METHOD:PUBLISH BEGIN:VTIMEZONE TZID:America/Los_Angeles X-LIC-LOCATION:America/Los_Angeles BEGIN:DAYLIGHT TZOFFSETFROM:-0800 TZOFFSETTO:-0700 TZNAME:PDT DTSTART:19700308T020000 RRULE:FREQ=YEARLY;BYMONTH=3;BYDAY=2SU END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0700 TZOFFSETTO:-0800 TZNAME:PST DTSTART:19701101T020000 RRULE:FREQ=YEARLY;BYMONTH=11;BYDAY=1SU END:STANDARD END:VTIMEZONE BEGIN:VEVENT UID:660ee3e7d70bb75f3d1a530f6e4fb93b443 CATEGORIES:Chapter Meetings SUMMARY:East Bay Chapter Meeting LOCATION:East Bay - Orinda Community Center\, 28 Orinda Way\, Orinda, California 945 63\, United States DESCRIPTION:
Click Here to Register
Meeting Title:
Estate T
axes - Back By Unpopular Demand
Meeting Descript
ion:
With proposed decrease in the estate tax exemptio
n, we will be seeing more and more taxable estates. This presentation is de
signed as a refresher for attorneys and fiduciaries on taxable estates and
how to administer them. Participants will learn what to look for in trust d
ocuments to see if a trust split is required and how to identify asset valu
es, how to manage a split trust and the different responsibilities to vario
us beneficiaries and how to administer a taxable estate.
Lisa Zaragoza, Partner Attorney
Acuna Re
gli LLP
CEU & MCLE: Meeting Date: Meeting Time: Venue Name and Address: Must re
gister- No walk-ins will be admitted. PFAC Mem
bers Only: Meeting Price: Management Level o
f Difficulty: Will food be served at this event?:
Estate: 1.0 | 1.0 (Pending)<
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Thursday, October 13, 2022<
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11:30AM - 1:00PM
Orinda Commun
ity Center
28 Orinda Way Orinda, CA 94563
Yes
Members: $20
Beginning to Intermediate
No. Attendees are welcome to bring their own lunch.