818-784-8885 sshare@susanshare.com

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