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