4th Dinner Meeting- April 18, 2019
Basis and Migrating Clients from Community Property States
and The Power of Appointment Support Trust
Speaker: Lester B. Law, Esq.
Franklin Karibjanian & Law PLLC
This presentation is based on the basis of property death, the outright transfers and assets in Irrevocable Grantor Trusts (IGTs). The basis for Community Property and the use of Community Property Trusts (CPTs) and the basis adjustment mechanism and the use of Power of Appointment Support Trusts (POASTs)
This presentation has applied for 1 hour of continuing education credit for the following disciplines:
CLE (legal), CFP® (Certified Financial Planners) and CPE(Accountancy)
This Meeting is Sponsored by:
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