November 3, 2015
12:00 P.M.
San Francisco Bar Association
San Francisco, CA
Speaker: Ryan Szczepanik & John Minton
John Hartog explains Common Estate Planning Mistakes & How to Avoid Them
Determine how to produce the summary of account and each supporting schedule. Recognize California's Uniform Principal and Income Act. Recognize when the fiduciary's records reveal a breach of trust. Determine how to get the records you need to do the job you were hired to do.
The Federal Government assesses a tax on assets that are gratuitously transferred to another person. Assets transferred during the donor's lifetime are subject to gift tax.