Second Harvest Food Bank is pleased to present:
The 7 Biggest Mistakes Trustees Often Make
Tuesday, October 23, 2012
Reception Generously Sponsored By:
Restaurant 3000 Managed by So Delicious
3000 Sand Hill Road, Menlo Park
This complimentary educational seminar is entertaining and informative. Guest speaker, noted wealth strategist Sandeep Varma, will explore real case examples to determine where the clients, trustees and successor trustees went wrong and demonstrate the difference that proper planning can make.
Who Should Attend?
Persons who have created trusts or are named as trustees of a trust.
What Will You Learn?
- Avoid Common Trustee Mistakes
- Federal Regulations for Trustees
- Trustee Planning Techniques
- Why Living Trusts May Fail
- 2012 Tax Changes
- IRA Double Taxation
- New “Portability” Tax Break for Living Trusts
Seating for this workshop is limited. Kindly reply by October 16th to Lily Wong at (408) 266-8866 ext. 259 or firstname.lastname@example.org.