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Corporate Transparency Act: Pulling Back the Curtain and Shining a Spotlight on Client Assets
Trusts & Estates Section
Credit(s):
1 Legal Specialization in Estate Planning; Trust & Probate Law
1 Participatory MCLE Credits
The Corporate Transparency Act (CTA) takes effect January 1, 2024. Despite the name it has broad implications for trusts and estates practice. The CTA is meant to pull back the curtain and shine a spotlight on client assets, and reporting obligations extend to their professional advisors (in some cases). This session will identify who the CTA applies to, what must be done and when to comply, and considerations and suggestions for estate planners in advance of the effective date.
1 Legal Specialization in Estate Planning; Trust & Probate Law
1 Participatory MCLE Credits
All
Standard
Non-Member
$65.00
CLA Member
$45.00
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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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