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OnDemand

Modern Portfolio Construction: Planning and Fiduciary Issues An Advisor’s Guide to Working with Alternative Investments; 2025 Estate & Gift Tax Conference

Taxation Law Section
Credit(s): 0.75 Legal Specialization in Estate Planning; Trust & Probate Law
0.75 Legal Specialization in Taxation Law
0.75 Participatory MCLE Credits
Course Number: TAX_Estate&Gift_2025_13
Original Program Date: March 7, 2025
Duration: 51 minutes
Access: Available for 3 months after Registration
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    Category: Taxation, Closed Captioned Courses
    Category: Taxation, Closed Captioned Courses (show less)
    Alternative assets comprise a significant portion of the assets of high-net-worth clients: the wealthier the client, the higher the percentage of alternative assets. A recent survey indicates that up to 50% of investments held by family offices constitute alternative assets. Real estate, private equity, commodities, and cryptocurrency are all examples of diverse types of alternative assets. This presentation will address the myriad of unique issues associated with alternative assets, including the fiduciary and planning considerations of investing in different classes of alternative assets, Environmental, Social Governance (ESG) investing, intra-family transfers, and charitable donations of such assets.
    0.75 Legal Specialization in Estate Planning; Trust & Probate Law  

    0.75 Legal Specialization in Taxation Law  

    0.75 Participatory MCLE Credits
    AllStandard
    Non-Member$48.75
    CLA Member$33.75

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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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