Upcoming Chapter Meeting: AAII Santa Barbara/Ventura


Date: Thursday, January 30, 2014
Topic: Estate Planning and Portability: Is It Ideal for You?
Speaker: Brett A. Bjornson, Brett A. Bjornson, Esq., Professional Law Corporation

As an independent investor, creating wealth and positive cash flow are likely among your goals. Brett Bjornson will discuss how the forms of ownership of assets between a husband and wife will influence and affect your estate and income tax consequences. Proper administration of the typical ABC Trust between husband and wife is the key to establishing your rights and benefits after the death of the first spouse. Bjornson will compare and contrast the ABC Trust arrangement with the 2010 newly created “portability” rules. This is an opportunity to stay current on the legal and estate tax implications of such an important arrangement.

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