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(Webinar: CA) Estate and Trust Planning

Description

Advisers are relied upon more heavily to provide perspective and clarity as legislation and regulation evolves. Don’t miss this annual conference dedicated to keeping CPAs, attorneys and financial planners on top of recent developments within estate and trust planning. Gain in-depth understanding, effective strategies and connections with expert professionals who specialize in this area.

Learning Objectives
  • Identify ways to maximize the worth of clients’ estates.
  • Determine specific non-tax reasons for estate planning and learn what’s new.
  • Recognize ways to take advantage of changes in estate planning to build a practice.
Major Topics
  • New Developments
  • Grantor Trusts: The Rules and the Planning Tools
  • Elder Law and Capacity Issues
  • Including Capital Gains in DNI
  • California Income Tax in Trust
  • Ways of Deffering and Mitigating Tax
  • S-Corps and Partnerships
  • Is Estate Planning Dead for Those Not Subject to the Estate Tax?
  • The SECURE Act and Estate Planning
  • Washington Update
  • Workshop: Generation Skipping Trust (GST)
Provider
California CPA Education Foundation
Course Level
Intermediate
CPE Field of Study
Taxes
16
Who Should Attend

CPAs, attorneys and financial professionals involved in estate and gift tax planning and compliance; other estate planning professionals; practitioners with high net-worth clients and clients with interests in closely held businesses.

Prerequisites

Basic to advanced understanding of estates and trusts.

Location
Webinar
Register Now
When
July 27 - 28, 2020
8:30 am - 4:45 pm MDT
Location
Webinar
Total CPE Credits
16
Format
Webinar

MEMBER


$ (% off)
$700.00

NON-MEMBER


$ (% off)
$910.00
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(Webinar: CA) Estate and Trust Planning


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