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Planning Mistakes and Shoring Up Messy Wealth Transfer Structures, Robin Klomparens

  • Wednesday, February 15, 2023
  • 12:00 PM - 1:00 PM
  • Pete's Restaurant and Brewhouse, 3003 Douglas Blvd., Roseville, CA
  • 18

Registration

  • For all PCBA Members who are not Probate Section members and all non-PCBA Members
  • For all active PCBA Probate Section members

Register

Planning Mistakes and Shoring Up Messy Wealth Transfer Structures


Date: 2/15/23

Time:  Noon

Location:  Pete's Restaurant and Brewhouse, 3003 Douglas Blvd., Roseville

Speakers: Robin Klomparens, Esq.

Robin Klomparens is a partner in the law firm of Wagner Kirkman Blaine Klomparens and Youmans LLP.  Ms. Klomparens specializes in income, state and local, estate and gift taxation, estate and charitable planning, probate and trust administraiton and litigation related thereto,  She is currently an adjunct professor for USF in the JD/LLM program and formerly was an adjunct professor for Golden Gate University in the Masters in Tax curriculum.  She is a member of the: Executive Committee of the Estate and Gift Committee of the state Bar of California and ACTEC.

Modifying and/or decanting trusts can be a very powerful tool in the practitioner’s tool box to use in many circumstances such as: resolving ambiguities or unclear documents, correcting drafting errors, mending a variety of tax problems (including GST), resolving litigation and reworking tainted transactions, to name a few. The speaker will fully discuss these various issues.  Unfortunately, the Service has not fully embraced the ever-broader state provisions that continue to unfold allowing full use of these valuable and available legal remedies.  Hence, Ms. Klomparens' discussion will include where the pitfalls lie and how to try and avoid them in using various techniques 

We are excited to be able to bring this presentation to you IN-PERSON.  This lunch will be held at Pete's Restaurant and Brewhouse located at the corner of Roseville Parkway and Douglas Blvd., in Roseville.  Seating is limited to 25 attendees.  Registration closes on February 12, so sign up now.

This video conference will provide one hour MCLE credit or one hour specialty credit.

Cost is $30 for PCBA PEP section members and $35 for PCBA non-section members or non PCBA members. Space is limited so be sure to sign-up early. 

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