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CLEtoGo (Podcasts)

SFO’s and PFTC’s; 2025 Estate & Gift Tax Conference

Taxation Law Section
Credit(s): 0.5 Legal Specialization in Estate Planning; Trust & Probate Law
0.5 Legal Specialization in Taxation Law
0.5 Participatory MCLE Credits
Course Number: TAX_Estate&Gift_2025_5
Original Program Date: March 6, 2025
Duration: 31 minutes
Access: Available for 3 months after Registration
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    Category: Taxation, Closed Captioned Courses
    Category: Taxation, Closed Captioned Courses (show less)
    This session will take a deep dive into the common structures utilized when setting-up Single Family Offices (SFO’s) and Private Family Trust Companies (PFTC’s) used by estate planning professionals for high-net-worth clients. The most tax-efficient ways to establish and operate both distinct entities, the common (and uncommon) structures and best practices in the management and administration. How to help families achieve their objectives while also navigating the complex legal issues and maximizing estate planning opportunities. We will explore family governance and control issues and how best to align and manage PFTCs for succession planning and mitigating potential conflicts between beneficiaries and with other family members.
    0.5 Legal Specialization in Estate Planning; Trust & Probate Law  

    0.5 Legal Specialization in Taxation Law  

    0.5 Participatory MCLE Credits
    AllStandard
    Non-Member$33.50
    CLA Member$22.50

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    We are committed to accessibility! All OnDemand programs after January 1, 2022 include closed captioning. To request closed captioning for a program older than January 1, 2022, send us a note at accessibility@calawyers.org or contact us at 916-516-1760 for assistance.
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