© 2020 by Kenneth A. Ziskin   "Family Wealth Strategies", "Family Wealth Strategies" and "Beyond the Living Trust" are service marks of Esatate Planning Lawyer Kenneth A. Ziskin.  All rights reserved.

Call Estate Planning and Tax Attorney Ken Ziskin at 818-988-0949 to arrange a consultation about estate planning to meet your goals for your wealth, save estate taxes and, in the right case, save income taxes

Ken and Hinda Ziskin want to thank all the wonderful apartment owners and other investors who have attended our seminars, and apologize we did not have room for everyone who wanted to register.  


We will present our 2020 updated seminars in conjunction with the Apartment Owners Association on Estate Planning and Income Tax Strategies for Apartment Owners during the spring and summer.

 

CURRENTLY SCHEDULED:   

Tuesday, May 19th | Holiday Inn Buena Park

Thursday, May 21 |  AOA Main Office in Van Nuys

Thursday, May 28th | Holiday Inn Los Angeles Gateway - Torrance

The main presentation at the seminars will run from 10 AM to Noon.  I will stay an extra hour for those who want Q&A time and to dig deeper into advanced planning needed to deal with the expected "Sunset" in 2026 when the estate, gift and generation skipping exclusions are scheduled to be cut in half.  The seminars WILL cover the basics of our ACCELERATED STEP-UP STRATEGY, which can get you a STEP-UP IN BASIS without dying!

Ken will also speak at the AOA Trade Shows in Long Beach (April 29, 2020) and Los Angeles (September 30, 2020) ).

EACH OF THE 2020 PRESENTATIONS WILL INCLUDE ESTATE, INCOME AND PROPERTY TAX IDEAS TAILORED FOR OWNERS OF INCOME PROPERTY, AS WELL AS SIGNIFICANT IMPLICATIONS FROM THE 2017 TAX REFORM ACT AND A SPECIAL STRATEGY TO ALLOW A STEP-UP IN INCOME TAX BASIS WITHOUT HAVING TO DIE FIRST!

SEMINARS ARE GENERALLY FREE, BUT PLEASE CALL AOA AT (800) 827-4262 TO RESERVE EARLY FOR BUENA PARK, VAN NUYS AND TORRANCE, AS THESE SEMINARS USUALLY FULLY BOOK-UP IN ADVANCE. 

HINT:  USUALLY, WE EXPERIENCE ENOUGH "NO SHOWS" FROM RESERVED ATTENDEES TO HAVE ROOM FOR 15-20 WALK INS.  IF YOU CANNOT BOOK A RESERVATION, CALL KEN OR HINDA AT 818-988-0949 AND WE WILL TRY TO FIGURE OUT HOW TO GET YOU IN.