California Lawyers Association Logo
Visit cla Website
Browse by
Delivery Type browse by
  • Calendar
  • CLEtoGo (Podcasts) (1599)
  • Package (5)
  • Zoom Webinar (30)
  • OnDemand (1448)
  • Self Study Articles (106)
  • Webinar Replay (3)
     
Hello, Guest
Sign in Browse By
  • Sign In
    New Customer? Start Here
  • Frequently Asked Questions
1
Cart
loading...
Event Date Search
  
Postal Code Search
   
Speaker Search
Credits Search
  • Home
  • »
  • Taxation 
  • »
  • Product Details
You must select a location to proceed.
Yes
No
There was a problem adding this course to your account. Please try again in a few minutes. If the problem persists, you can contact our support department at (877) 880-1335.
Adding Registration Loading Image Adding Registration, Please wait...
You must be logged in to perform this action.
Log in
Cancel
OnDemand

Session 1: The Menu: Tax Planning Techniques in Estate Planning; 11th Annual Young Tax Lawyers Conference

Taxation Law Section
Credit(s): 1 Participatory MCLE Credits
1 Legal Specialization in Taxation Law
Course Number: TAX_ Young Tax_2025_1
Original Program Date: April 24, 2025
Duration: 1 hour
Access: Available for 3 months after Registration
Special Offer
Click here to see Special Offer(s)!
Passport: This product is Passport Eligible 
  • Facebook
  • LinkedIn
  • X
  • E-Mail
    		•
    • Description
    • Sessions
    • Credits
    • Faculty
    • Materials
    • Fees
    • Reviews
    • Dates and Locations
    rating
    (4)
    Read Reviews
    Category: Taxation, Closed Captioned Courses
    Category: Taxation, Closed Captioned Courses (show less)
    Sara Pike and Melody Mirbod from Withers Bergman LLP will discuss the menu of options available for basic through creative tax planning for clients through estate planning vehicles.  They will discuss tax elections for revocable trusts, annual exclusion gift trusts, irrevocable insurance trusts, and the “alphabet soup” of advanced planning, including GRATs, SLATs, IDGTs, QSBS, and more. 

    * Includes 3 minute introduction.
    1 Participatory MCLE Credits
    1 Legal Specialization in Taxation Law  

    AllStandard
    Non-Member$65.00
    CLA Member$45.00

    Customers Who Bought This Item Also Bought

    Screen Cap
    (OnDemand)
    Session 2: IRS Audits of Global High Wealth Individuals: Procedures & Common Issues; 11th Annual Young Tax Lawyers Conference
    Screen Cap
    (Package)
    11th Annual Young Tax Lawyers Conference Bundle - OnDemand
    Screen Cap
    (OnDemand)
    Session 3: Civility in Tax Practice; 11th Annual Young Tax Lawyers Conference
    Screen Cap
    (Self Study Articles)
    Ethics of Social Media for Lawyers: Where Stunting for the Gram Meets Losing Your Bar Card

    Purchase Options

    Add to CartOnDemand
    View all Event Fees
    Non-Member Price
    $65.00
       
    Member Price
    $45.00
    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.
    Have a Question?
    See our FAQ's
    Privacy Policy     		Contact us at (877) 880-1335
    Email Us
    CCPA & GDPR