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Titling Assets: So Many Options, So Little Time

What is the best way for your clients to hold title to their assets? How important is it if your client has a trust that their assets are titled in the name of the trust? Guest speaker Mike Bennett, Esq., will discuss the positives and negatives of joint tenancy, tenants in common, and community property and how a trust may be the right solution.

Date: Tuesday, July 21
Register online.

This entry was posted on Thursday, June 25th, 2009 at 1:33 pm and is filed under Chapter News. You can follow any responses to this entry through the RSS 2.0 feed. You can leave a response, or trackback from your own site.

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Chapter Events

SC AP&AS : The Coming Int'l Acctg. Stds. - How They Will Affect You - Thursday, September 09 - Sacramento

SC Real Estate Discussion Group Recent Developments in RE Taxation - Tuesday, September 14 - Sacramento

SC Roseville Discussion Group Charitable Giving Techniques - Thursday, September 16 - Roseville

SC Estate & Financial Planning Committee: I'm Getting Divorced - Why Do I Need a CPA? - Tuesday, September 21 - Sacramento

SC New Members & Emerging Prof. Bowling Night at Capitol Bowl! - Thursday, September 23 -

Save The Dates

Aug. 26: 47th Annual Golf Tournament
Sept. 9: Chapter Meeting (IFRS)
Sept. 23: New Members & Emerging Professionals: Bowling!

October: Davis Discussion Group
Check our website for coming details.

Nov. 11: Financial Symposium
Nov. 18: Student Lunch

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