Timely Program from the Society of FSP Addresses Key Influences on Your Practice
February 10, 2017
Estate Planning Workshop – Sponsored by Peak Trust – San Diego
October 31, 2017
June 27, 2019 @ 2:30 pm – 4:00 pm
The Southern California Institute
10251 Vista Sorrento Parkway
Suite 250, San Diego
CA 92121
Shelley Lightfoot
858 200-1911

June 27, 2019 – Taking the Handcuffs Off the Surviving Spouse; Presented by Joe Strazzeri, Esq. and Scott Stewart, Esq.

For years, estate planning attorneys have been using A/B trusts primarily to protect our clients against estate tax (though there are other reasons such as creditor protection and family bloodline protection). Now, however, most Americans are no longer subject to the estate tax – and capital gains taxes are what most of our clients are concerned about.  Join Joe and Scott for a discussion on B trusts and AB Trusts – are they still the best option, and if not, what can/should you do about it?