818-784-8885 sshare@susanshare.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.