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Drafting Trusts for Sustainable Investing In California
Trusts and Estates Quarterly; Vol. 30, Issue 2 (2024)
Credit(s):
1 Self-Study Credit
1 Legal Specialization in Estate Planning; Trust & Probate Law
As an umbrella term, sustainable investing refers to investment strategies informed by both financial and non-financial concerns. The concerns may be value-based and draw on an investor’s moral, political, or religious views. The concerns may also be tied to an investor’s environmental, social, or governance issues.
1 Self-Study Credit
1 Legal Specialization in Estate Planning; Trust & Probate Law
Bryan Kirk
Anna Soliman, Moderator
Anna K. Soliman, Managing Director and Trust Counselat Fiduciary Trust International,is a senior trusts and estates advisor with broad experience in the area of estate planning and trust and estate administration, including preparing and reviewing estate tax returns and gift tax returns, and leading audits against the Internal Revenue Service (IRS). Anna was most recently an attorney in private practice in Los Angeles, where her responsibilities included crafting and preparing complex estate plans and business succession plans for high-net-worth individuals. She also assisted clients in matters ranging from trust administration and probate to IRS audits. Earlier in her career, she worked for the IRS as an estate tax attorney and served as deputy district attorney in the Sacramento County District Attorney’s Office. Anna earned her Master of Laws (LLM) from Chapman University School of Law, her Juris Doctor degree from the University of California Davis School of Law. Anna is on the Executive Committee of the Trust and Estates Section of the California Lawyer’s Association and a Vice-Chair of the Fiduciary Income Tax Section of the American Bar Association.
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