Notice to in-person OCBA meeting and event attendees:
All attendees will be required to follow all California and CDC COVID-19 guidelines then in place.
OCBA Trusts & Estates Section Meeting
Planning and Administration of the Bypass Trust "to B or Not to B"
Start Date - End Date
October 09, 2019
12:00 PM - 1:30 PM
Online registration for this event is not available at this time.
To enquire, please contact our membership department at (949) 440.6700 x384
To enquire, please contact our membership department at (949) 440.6700 x384
Speaker:
Mark C. Doyle, Esq.
Partner, Tredway Lumsdaine & Doyle LLP (TLD Law)
Planning and Administration of the Bypass Trust "to B or Not to B"
This program will provide an informative discussion on the following topics:
- Drafting Marital Split Trusts
- The pros and cons of a Bypass Trust design
- Tax consideration in use of drafting Bypass Trust
- Funding the Bypass Trust
- Postmortem administration and taxation of the Bypass Trust
Cancellations must be received in writing via fax or email three (3) business days prior to meeting date to receive a refund.
Available Functions
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Lunch
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$35.00 |
Speakers
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