Advising Clients in a Shifting Environment: Fall Probate and Trust Seminar (December 2015) [C16497]

Advising Clients in a Shifting Environment: Fall Probate and Trust Seminar (December 2015) [C16497] - In Stock

Seminar Date: December 2, 2015
List Price:$70.00
Qty:  
 
This seminar took place on December 2, 2015 in Seattle, WA.
ESTATE PLANNING | PROBATE | TAX


Table of Contents:

Chapter 1: Fiduciary Income Tax Issues
Justin T. Miller


Chapter 2: Current TEDRA Issues and Updates
Karen R. Bertram
Tiffany Gorton


Chapter 3: Post-Mortem Planning with IRAs and Retirement Plans
Gair B. Petrie


Chapter 4: Ethics in Estate and Trust Administration
Comm. Eric B. Watness (Ret.)


Chapter 5: A New Paradigm for Fiduciaries - Directed Trust v. Enhanced Delegation
Mark W. Roberts


Chapter 6: An Update on Washington's New LLC Act
William O. Etter




Coursebook contains 211 pages