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Estate Planning in 4D: Real Estate, Business, Tax, and Environment; 2025 CLA Annual Meeting
California Lawyers Association
Credit(s):
1 Legal Specialization in Estate Planning; Trust & Probate Law
1 Participatory MCLE Credits
This panel is designed for attorneys who serve clients who own property or operate businesses, especially those practicing estate planning. Through real-world case studies, our panelists will expose how a lack of coordination across legal disciplines can derail client goals and lead to expensive, time-consuming complications. Learn how to spot these overlapping issues early, avoid common missteps, and design comprehensive plans that deliver smoother outcomes and long-term value.
1 Legal Specialization in Estate Planning; Trust & Probate Law
(CLEtoGo (Podcasts)) Practical Case Studies for the Multinational Client: The Lessons We Have Learned: 2024 Estate & Gift Tax Conference
(CLEtoGo (Podcasts)) House of Cards: Selected Real Property Issues in Administration
(CLEtoGo (Podcasts)) 2025 Gift and Estate Tax Update
(CLEtoGo (Podcasts)) Buy, Borrow, Die: Challenges, Deferral Mechanisms, and Planning Structures in Achieving Maximum Tax Advantage; 2024 Annual Meeting of the Tax Bar and Tax Policy Conference
(CLEtoGo (Podcasts)) Tax Treaties For the Wealth Transfer Professional; 2025 Estate & Gift Tax Conference
(CLEtoGo (Podcasts)) Avoiding Legal Malpractice and Ethical Violations for Trust and Estate Attorneys
(CLEtoGo (Podcasts)) New Rules to Avoid Probate! Key Info on AB 2016 & Non-Probate Transfers of a Decedent’s Home up to $750,000
(CLEtoGo (Podcasts)) Succession, Prop. 13, and Documentary Transfer Taxes (without the Parent-Child Exclusion Crutch); 2025 Annual Meeting of the Tax Bar and Tax Policy Conference
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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