818-784-8885 sshare@susanshare.com

Susan Share to present at Trusts: The Ultimate Guide, December 16, 2019-December 17, 2019

December 16, 2019-December 17, 2019
National Business Institute (NBI)
Los Angeles

Who Should Attend

This seminar is designed for professionals involved in drafting and administering trusts:

  • Attorneys
  • Accountants and CPAs
  • Trust Officers
  • Tax Managers
  • Wealth Managers
  • Financial Planners
  • Nursing Home Administrators
  • Paralegals

Event Description

Make the Best Use of Today’s Top Trusts We’ve expanded on our top “Trusts 101” course to give you even more unique trusts structures, sample provisions language, and reasoning for which planning tools better suit specific client situations. Understand the key structures and uses of today’s top trusts and anticipate administration challenges and tax consequences. Register today!

  • Get an update on the current laws and tax regs governing the trusts practice.
  • Analyze all key factors in selecting the best trust option for each unique situation.
  • Learn when and how IRA trusts are used.
  • Define powers and duties of all trust parties to smooth implementation and prevent disputes.
  • Save drafting time with sample trust language.
  • Clarify who your client is to avoid conflicts of interest and other ethical violations.
  • Minimize your client’s tax burdens with effective use of defective trusts.
  • Get practical guidance for drafting unique, single purpose trusts for pets, firearms, etc.

For more info, visit https://www.nbi-sems.com/

Susan Share to present at Estate Planning 101, July 19, 2018

July 19, 2018
National Business Institute (NBI)
Pasadena Sheraton Hotel

Speaking on topics including:

What is Estate Planning?

  • Laws Governing Estate Planning Practice
  • Tax Laws
  • Common Goals of Estate Plans
  • Basic Elements of an Estate Plan

Key Parties in Estate Planning: Their Rights, Roles, and Responsibilities

  • Grantors, Beneficiaries, Remaindermen, Etc.
  • Client Family Dynamics
  • Selecting Fiduciaries: Executors, Trustees, Guardians for Minors, Etc.

For more info, visit https://www.nbi-sems.com/ProductDetails/Estate-Planning-101/Seminar/79605ER

Event: Estate Planning and New Technology

What a lawyer must consider when setting up and/or modifying an estate plan. This encompasses changes based on the new tax code. What new technology (computer programs) are available to assist a practitioner when creating or modifying an estate plan? Finally, what happens to your digital life after death?

Robert M. Klein
Susan B. Share

June 29, 2018

San Francisco

Organized by: California Lawyers Association

Register Online: http://CAlawyers.org/Trusts

Presenter at Estate Administration Boot Camp

June 23, 2016
National Business Institute (NBI)
Sherman Oaks

Speaking on topics, including

Trusts that Affect Estate Administration

  • When Trusts are Included in the Estate
  • What Must be Done when the Trust Becomes Irrevocable
  • Post-Mortem Trust Funding (Credit Shelter, Marital and Beneficiary Trusts)
  • Designated Beneficiary Trusts

Presenter at Trusts: The Ultimate Guide

December 10, 2015
National Business Institute (NBI)

Speaking on topics, including:

Charitable Trusts

  • Charitable Lead Trusts vs. Charitable Remainder Trusts
  • Common CRT Structures (Stan CRUT, NIMCRUT, NICRUT, Flip CRUT, Flex CRUT, CRAT, etc.)
  • Drafting Key CRT Provisions
  • Tax Planning with Charitable Trusts

Living vs. Testamentary Trusts

  • When are Testamentary Trusts Used?
  • Living vs. Testamentary Trusts for Tax Purposes
  • Unique Funding and Administration Issues
  • Key Provisions Review

Presenter at Probate Boot Camp

December 9, 2014
National Business Institute (NBI)

Probating Estates that Include a Business

  • Business Interests of the Decedent (Particularly Failing Business Interests)
  • Fiduciary’s Authority/Obligation to Continue Decedent’s Business
  • Disputes Between the Estate and Business Partners
  • Implementing the Business Succession Plan

Ethical Will Writer’s Workshop – January 10, 2013

Learn how to write a legacy letter to a loved one

in a writing workshop with:
Estate Planning Attorney, Susan Share
Special Guest:
Alanna Levenson, Business and Career coach

Thursday, January 10, 2013
7:00 p.m.-8:30 p.m.
16000 Ventura Boulevard, Suite 1000
Encino, California 91436
RSVP to 818-784-8885 or sshare@susanshare.com
(space is limited to 15 participants)

Susan Share is a heart-centered attorney; her practice is devoted to estate planning and small business matters, representing businesses and individuals in a wide range of estate planning, probate and trust administration and business formation matters. Susan is a member of the Beverly Hills Estate Planning Council, and serves as Treasurer of the State Bar Executive Committee for Solo and Small Firms.