Botched and incomplete trusts are fueling millions of dollars in UNEXPECTED legal and accounting fees, court costs and taxes

Surviving spouses are experiencing "shock and awe" with ongoing trust expenses and frustrating asset RESTRICTIONS

First-time trustees have created a booming business for lawyers who settle family trust DISPUTES

Anticipated inheritances are being REROUTED by judges because of poorly drafted trusts

Cost-saving OPTIONS are not being included in trusts

This lecture is designed for accountants who want to effectively participate on estate planning teams with their clients' lawyers and financial planners. Emphasis will be placed on identifying tax related functions when trusts are created and managed. Continuing education credit (2 1/2 hours) is subject to approval by professional regulatory authorities. Participant cost is $400 per person. Call 714-847-0377 for agenda and registration information.

Many costly trust disasters are caused by poor tax planning. The absence of accountants from estate planning teams is the largest contributing factor!

This lecture is designed for financial planners who want to effectively participate on estate planning teams with their clients' lawyers and accountants. Emphasis will be placed on identifying financial related functions (and products) when trusts are created and managed. Participant cost is $400 per person, and sessions can be arranged for certified or noncertified financial planners. Call 714-847-0377 for agenda and registration information.

Becoming a trusted advisor should be the goal of every financial planner. There is a sure way to obtain this status: help clients avoid the financial pitfalls associated with trusts!