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State of the Art Estate Planning for Married Couples with Estates under $10 Million

ID : 7046   
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Many married couples have AB Trusts, generally created ten or more years ago, which in most cases have become antiquated because of the liberalization of the estate tax laws. AB Trusts require a split into sub-trusts at the first spouse’s death, which in turn means less flexibility, more administration and accounting requirements and expenses, and potentially more capital gains taxes for your heirs. See if a simpler, more streamlined and more flexible approach works for your family.


Class Details

1 Sessions

Emeritus Hall

James Krupka 



Registration Closes On
Saturday, May 12, 2018 @ 12:00 AM

Schedule Information

Date(s) Class Days Times Location Instructor(s)
5/12/2018 Sat 10:00 AM - 12:00 PM Santa Rosa, Emeritus Hall  Map, Room: 1597 James Krupka