Heckerling™ Update - BIG BRAIN ESTATE PLANNING ISSUES FOR 2012
The unstable transfer tax system requires nimble planning. Portability, Clawback and Powers of Appointment are hot topics.
February 16 at 3:30 p.m.
February 17 at 1:30 p.m.
Merrell Bailey

Someone has Died. What Do You Do First? - STEPS TO TAKE AFTER A DEATH
Who has authority to call the funeral home? Fill out the death certificate? May you enter the bank safe deposit box? Who writes the obituary or files life insurance claim? What if a friend takes a memento from the home?
February 21 at 1:30 p.m.
February 22 at 3:30 p.m.
Hallie Zobel

Trusts Don't Fund Themselves - TITLING ASSETS INTO A REVOCABLE LIVING TRUST
How do the bank accounts, brokerage account, LLC units, and partnership interests get into the trust? Do you name the trust on the beneficiary designation form of retirement accounts and life insurance? What happens if you title it wrong - or not at all?
February 27 at 3:30 p.m.
February 28 at 10:30 a.m.
David Pilcher