Trust administration is a growing practice area; this topic will bring you up-to-date on the latest developments as well as cover the key steps in the process.
In addition to legal and ethical issues, estate and income tax issues including the developing concepts and approaches to portability will also be covered.
Don’t miss this opportunity to sharpen your skills in trust administration.
Agenda
Faculty
Mark C. Doyle, Esq.
Tredway Lumsdaine and Doyle LLP
- Partner with Tredway Lumsdaine & Doyle LLP
- Practice focuses on representing individuals and closely held businesses in a full range of corporate, tax and estate planning matters
- Pre-eminently rated in the Martindale-Hubbell Law Directory and is part of a select network of prequalified attorneys providing advice to high net worth individuals and business owners for UBS
- Frequent speaker at continuing education seminars
- J.D. and LL.M. degrees in taxation, with high distinction, Loyola Law School; B.A. degree, cum laude, Loyola Marymount University
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