Likely Changes in Typical Revocable Trusts after the
2017 Tax Reform Act
Most estate planners continue to use a trust structure that became popular in the mid-1980s, but that will probably change now. A very significant development in 2012 and the extensive 2017 tax reform act mean that estate planning can become simpler for the vast majority of people.
Presented by: Mark Powell, Esq., from Dorsey & Whitney LLP
Speaker Bio: Mark Powell is a Partner in the Tax, Trusts and Estates practice group at the international law firm of Dorsey & Whitney LLP (www.dorsey.com). He is Certified as a Specialist in Estate Planning, Trust and Probate Law by the California State Bar, and his technical skills were recognized by his appointment as a Fellow of the American College of Trust and Estate Counsel (www.actec.org).
During his tenure as an adjunct professor at Chapman University’s School of Law, Mark developed a passion for talking about complicated issues in plain language. Now, he helps clients and their families develop and administer highly personalized, tax-efficient estate plans. A significant part of Mark’s practice includes advising family members and professionals in trust and estate administration. Mark also has extensive experience in charitable planning. He has written extensively in a variety of media and has been named by Worth Magazine as one of the Top 100 attorneys in the estate planning field.
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Location: Veritext – 20 Corporate Park, Suite 350, Irvine, CA 92606
Parking: Free.
Refreshments and snacks will be provided.
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OCPA is a State Bar of California Approved MCLE provider and certifies that this seminar qualifies for MCLE CREDIT 1.0.
Event Fee: $10.00 for OCPA members, $20.00 for non-members and $20.00 for all walk-ins who have not pre-registered online (both members and non-members) IF SPACE IS AVAILABLE. Walk-ins are on a first come first serve basis.
PLEASE NOTE: Effective January 1, 2016, OCPA will no longer accept checks as a form of payment for event registration. Please log in to your OCPA account to submit electronic payment via credit card, debit card or PayPal.
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*Space is limited for all OCPA events, so please submit your reservation via this website event. Walk-ins are welcome on a first come first serve basis if space is available.
*Cancellation Policy - If you need to cancel your reservation, please e-mail the Estate Planning/Probate/Elder Law Section Chairs Susan Schwartz (susanslaw@yahoo.com), Robert Wenzel (rgwenzel1@gmail.com), and Karen D. Rios
(kdrparalegal@gmail.com). No refunds will be issued. Credit for a future meeting will be held in your OCPA account which may be applied to future meetings if your cancellation is received no less than 48 hours prior to the event.
Please note: Credit will not be issued to passport holders.
Questions? Please contact the Estate Planning/Probate/Elder Law Section Chair Susan Schwartz (susanslaw@yahoo.com). If you have a topic or speaker you would like to hear at an upcoming section meeting, please let us know.
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