MCLE: Planning and Administration of the Bypass Trust: “To B or Not to B”

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MCLE: Planning and Administration of the Bypass Trust: “To B or Not to B”

October 23 @ 12:00 pm - 1:30 pm

$30 – $35

Program:

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
  • Alternatives

Our speaker will be J. Christopher Toews, Attorney at Law.

 

Registration Fee Includes:

  • Lunch
  • One (1.0) hour of total MCLE credit

 

The SLO County Bar Association is a California State Bar approved MCLE provider. 

This program qualifies for one (1.0) hour MCLE credit.

Details

Date:
October 23
Time:
12:00 pm - 1:30 pm
Cost:
$30 – $35
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Event Tags:
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Venue

The Kinney SLO
1800 Monterey St.
San Luis Obispo, CA 93401 United States
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Organizer

San Luis Obispo County Bar Association, Estates & Trust Section

Tickets

Unlimited available Estates & Trusts Section Member $30.00
Unlimited available Non-Member $35.00