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Estate Planning: AB Trusts

ID : 7616   
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When the Tax Cuts, Job Act (TCJA) was passed in 2017, the Federal Estate Tax was abolished for most people. Previously, when the tax exemptions were much lower, the AB Trust was the common strategy used. The question today is whether the costs, complexity and complications still warrant an AB Trust. We will discuss the consequences of having an AB Trust today, alternatives available and when an AB Trust would still be a good strategy.

Class Details

1 Sessions
Weekly - Sat

Poway Adult School

Karin Schumacher 



Registration Closes On
Saturday, February 2, 2019 @ 12:00 AM

Schedule Information

Date(s) Class Days Times Location Instructor(s)
2/2/2019 - 2/2/2019 Weekly - Sat 9:30 AM - 11:30 AM Poway, Poway Adult School  Map, Room: PAS 502 Karin Schumacher