Did I Really Miss That? Top 10 Common Mistakes Tax Practitioners Make in Trust and Estate Planning and Administration and Can They Be Fixed?
City Club Los Angeles
September 27, 2016
11:45am-1:15pm
Allan Cutrow and Jeffrey Eisen will be speaking on, "Did I Really Miss That? Top 10 Common Mistakes Tax Practitioners Make in Trust and Estate Planning and Administration and Can They Be Fixed?" on Tuesday, September 27, 2016 at the Los Angeles Estate Planning Council.
This workshop will cover practical tips for avoiding, or fixing, tax mistakes which lawyers, accountants and their trustee/executor clients might make when administering a trust or estate. These will include dealing with outdated estate plans; making appropriate elections and allocations; and Generation Skipping Transfer Tax matters.