Real Property and Trusts & Estates Crossover Issues

Notice the NEW LOCATION: Join us for an interactive discussion about issues to consider in planning and drafting estate plans that include real property assets, as well as the opportunities and potential challenges during probate or trust administrations.

Topics will include: ~ Estate planning considerations for clients with real property assets ~ Procedural concerns in real property transactions involving trusts & estates – trust administration vs. probate ~ Entity owned real property and estate planning ~ Subtrust allocations of real property ~ Exclusions from property tax reassessment ~ Estate planning for cannabis-related businesses and real property ~ MediCal planning to

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NEW DATE – March 5, 2019: The Prudent Investor Rule: Investing for Continuing Trusts

John Mackey Senior Vice President and Managing Director of Investment & Fiduciary Services Exchange Bank

Mr. Mackey manages one of the oldest and most respected Trust and Investment Management Departments in Northern California. Exchange Bank’s fiduciary services include investment management, qualified plan administration, personal trust administration, estate settlement and institutional trust services which aggregate to approximately $1.2B in assets. Mr. Mackey is responsible for growing the department’s net revenue and for trust and investment compliance and risk controls. As a senior executive of Exchange Bank, Mr. Mackey is responsible for key components of the strategic plan related

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Fiduciary Income Tax Returns 101

Ms. Fritsche will discuss estate income tax returns and how they differ from trust income tax returns. She will review the different types of reporting trusts and provide a general overview of taxation. There will also be a discussion on selected topics related to fiduciary income tax returns, including the effect of the recent Tax Cuts and Jobs Act.

Joni Fritsche, CPA, AEP Managing Director, Tax Burr Pilger Mayer, Inc.

Ms. Fritsche has thirty-four years of CPA firm tax and accounting experience. Her practice is currently focused on the areas of estate and trust planning, administration, and taxation.

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