Everything You Always Wanted to Know About Post-Mortem Planning but Were Afraid to Ask

Bruce Givner, Esq.September 4 - Everything You Always Wanted to Know About Post-Mortem Planning but Were Afraid to Ask

Bruce Givner, Esq.
Givner & Kaye, A Professional Corporation








Bruce Givner will discuss:

What happens on the death of the first spouse? How do you
select assets to fund each subtrust? What are the required
filings under state law? What if you want to get rid of a
bypass trust because the estate is too small? What if you
want to get rid of a bypass trust because you want the assets
included in the survivor’s estate for purposes of a later step-
up? Should the documents be based on portability, or on a
marital deduction disclaimer to a bypass trust? Contrast the
dangers of the failure to file a 706 (portability) with the
dangers of the failure to make a timely disclaimer. What
about the failure to file a timely change in ownership for a
legal entity for property tax purposes? On the death of a
single person (or surviving spouse), the state filings are even
more important. When representing the trustee, consider
E&O insurance and protecting the trustee with a court
order. The number of issues in both events is dizzying,
which is why we rely on many page checklists with 100
items.

Bring your questions and concerns.

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Enter your contact info to RSVP for this seminar.
Date: Thursday September 04, 2014
Time:
2:30pm - 4:00pm
Location:
The Law Offices of Givner & Kaye, APC.
12100 Wilshire Blvd., Suite 445
Los Angeles, CA 90025

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