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CLEtoGo (Podcasts)

Understanding Estate, Gift, and Generation- Skipping Transfer Tax Rules for U.S. and Non- U.S. Residents


Trusts & Estates Section
Credit(s): 1 Legal Specialization in Estate Planning; Trust & Probate Law
1 Participatory MCLE Credits
Course Number: TE_10-17-23
Original Program Date: October 17, 2023
Duration: 59 minutes
Access: Available for 3 months after Registration
Passport: This product is Passport Eligible 
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    Category: Trusts & Estates, Closed Captioned Courses
    Category: Trusts & Estates, Closed Captioned Courses (show less)
    Estate, gift, and generation-skipping transfer tax rules are complex and vary depending upon the residency of the taxpayer. For U.S. residents, estate tax rules apply to the transfer of property at death, while gift taxes apply to transfers of property during life. Non-U.S. residents are subject to different rules, and the effect of bilateral estate and gift tax treaties should also be considered. Sample estate planning scenarios may vary depending on the residency of the taxpayer and his or her spouse. 
    1 Legal Specialization in Estate Planning; Trust & Probate Law  

    1 Participatory MCLE Credits

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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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