Santa Rosa Lunch and Education Meeting and Special Chapter Meeting

Topic: How to read a Trust

A client asks you to prepare a tax return for a trust. You are wise enough to ask for a copy of the trust document. Attorney Frank Acuña will guide you on how to read it. Learn what is important and what is not.

Speaker: Frank R. Acuña is a founding partner of ACUÑA & REGLI, located in Walnut Creek, California. Mr. Acuña is certified by the State Bar of California as an estate planning, probate, and trust administration specialist. His practice is built around the needs of fiduciaries and tax professionals and includes estate planning; probate and trust administration; succession planning for real estate, farms, ranches, and vineyards; and, estate and trust litigation.

AGENDA

11:45 AM Networking
12:00 PM Lunch
12:45 PM Education
2:30 PM Adjournment

Special Chapter Meeting: This meeting will also include a vote on a bylaws change and Board elections (they will be quick!).  See the NBEA Newsletter published on August 17th for more information.

To Register, Click HERE