California Trust Administration Procedures Seminar
California Trust Administration Procedures seminar in Long Beach, CA on July 16, 2008. The seminar will be held at the The Westin Long Beach located at 333 East Ocean Boulevard.
Your professional advice and trust knowledge is essential to your clients - make sure you're giving them your best. Attend this innovative seminar and learn to juggle trust complexities while remaining focused on what really matters - your clients' needs. Discover ways to recognize the different levels of trust intricacy depending on the type - and value - of the assets involved. You'll learn valuable techniques to improve trust function for everyone involved, as well as tips on managing important legal, tax and family issues. Register today and reinforce your position as a top source for trust service.
This seminar is designed for attorneys, accountants, trust administrators, trust officers, bankers, enrolled agents, financial planners, presidents, vice presidents, paralegals, family office advisors and tax managers.
Two of TLD's prominent attorney's, Mark C. Doyle and Monica Goel, along with other knowledgeable individuals will be presenting at this seminar. Don't miss this opportunity to learn more about how to:
- Expertly handle clients' problems and concerns
- Navigate the relationship between taxation and trusts
- Become an expert on the administrative process
- Keep pace with recent litigation trends
- Avoid harmful mistakes in trust administration
To sign up for this seminar please follow the link below.
California Trust Administration Procedures Seminar Sign Up
Downey Office
Irvine Office
Long Beach Office
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