Wednesday, May 18, 2016
12:15 p.m. - 1:15 p.m.

Starting with a general overview of trusts and fundamental concepts and issues, this presentation will gradually advance to topics like sophisticated gift and estate tax planning and special needs planning. The discussion will also cover various types of trusts, including living trusts, life insurance trusts, foreign trusts and dynasty trusts.

Class covers:

• Overview of trusts
• Practical drafting and structuring pointers
• Sophisticated uses of trusts

Registration includes electronic copy of comprehensive “Everything You Need to Know About Trusts” guide by Jacob Stein.

Earn 1 hour general MCLE credit

Presented by Jacob Stein:
Jacob Stein (J.D.; LL.M.) is a Certified Tax Law Specialist. He is the author of numerous books, including A Lawyer’s Guide to Asset Protection Planning in California (2011), and his most recent, International Joint Ventures: A Concise Guide for Attorneys & Business Owners (2014). In addition, his manuals on Advanced Tax Planning and Asset Protection Planning have been used by the California CPA Education Foundation for over 10 years. Mr. Stein is a leading tax practitioner and speaker, an adjunct professor of taxation at the CSU Northridge Graduate Tax Program, and an instructor with the California CPA Education Foundation.

Registration fees: $35 
Non-refundable, payment reserves spot.
Lunch option no longer available

No legal advice:
LA Law Library does not provide legal advice. LA Law Library provides legal resources and assistance with legal research as an educational service. The Law Library is pleased to offer our patrons the opportunity to obtain assistance from third party legal service providers at this and other events within the Library. However, the Library does not control and is not responsible for the content or scope of any assistance given by those providers.