Meeting Details

Tuesday, August 9, 2016
11:30 am - 1:30 pm

Topic:
Settling an Estate: Practical Advice from Members of the Team

Speaker(s):
Yulissa Zulaica, Johnston, Kinney & Zulaica LLP
Bill Molkenbuhr, Seiler LLP
Katherine Simmonds, Moderator, Stanford Investment Group, Inc.

Program Description:
This is a panel discussion with an estate planning attorney, CPA and financial advisor, designed to provide practical information on the steps to take when a client passes away.   While clients may have estate plans in place, settling an estate often presents unforeseen issues.   The panel will share their perspectives and discuss their respective roles in this complex process of settling an estate.   They will address such things as funding trusts versus portability, equalizing assets at the first death, transitioning to successor trustees, IRS reporting requirements and timelines and how best to coordinate with the attorney and CPA, among others.   You should take away a better understanding of the issues so that you will be better prepared to help your clients and their families when the time comes.

Speaker Bios:
Yulissa Zulaica
Yulissa is a partner at Johnston, Kinney & Zulaica LLP in San Francisco, CA and primarily manages the trust administration and probate portion of the practice for her firm.  In addition, Yulissa is the lead attorney for international estate planning, addressing cross-border issues and also helps clients structure their personal and business succession planning.

Yulissa was born and raised in San Diego, California. She obtained a B.A. in Japanese and also in Political Science from the University of California, Berkeley and a J.D. and LL.M in Taxation from Golden Gate University. 

William Molkenbuhr
William B. Molkenbuhr is a CPA and tax partner at Seiler LLP, a CPA firm with offices in Redwood City and San Francisco, CA.  Bill has 27 years of experience in tax planning and compliance, with an emphasis on estate tax compliance.  He is a member of the American Institute of Certified Public Accountants and the California Society of Certified Public Accountants.  He holds a B.A. in Accounting from University of San Francisco.

Katherine Simmonds, (Moderator)

Katherine Simmonds is a CFP and Director of Financial Planning for Stanford Investment Group, Inc. in Mountain View, CA.  She has more than 20 years of experience advising clients and has been through the difficult experience of aging clients’ diminishing capacity and death.  She holds an M.A. in Economics from George Washington University and a B. A. in Political Science from University of Detroit.

Meeting Agenda:
11:30 am - Registration & Networking
12:00 pm - Announcements & Sponsors 
12:15 pm - Presentations 
1:15 pm - Q & A    
1:30 pm - Closing Remarks

	Members	Non-Members
Early Bird Registration (Ends August 5, 2016)	$50	$75
Regular Registration (After August 5, 2016)	$70	$95

 

You may register online after August 5, 2016, however, you will be charged the Regular Registration price. Online registration closes at midnight, August 7, 2016.

*This topic has been approved by the CFP Board for 1.0 hour of CE credit. 

Register Now!