2020 California Tax Bar and California Tax Policy Conference: : Secrets of Successful Families: Transferring Values with Wealth for a Lasting Legacy

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2020 California Tax Bar and California Tax Policy Conference: : Secrets of Successful Families: Transferring Values with Wealth for a Lasting Legacy

Taxation Section

Credit(s):

1 Legal Specialization in Estate Planning; Trust & Probate Law
1 Legal Specialization in Taxation Law
1 Participatory MCLE Credits

Course Number:

TAX_AM_2020_2

Original Program Date:

November 5, 2020

Duration:

1 hour

Access:

Available for 3 months after Registration

Passport:

This product is Passport Eligible

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Category: Taxation, Trusts & Estates

Category: Taxation, Trusts & Estates (show less)

How can you help families avoid the “shirtsleeves to shirtsleeves in three generations” phenomenon? Not only do advisors need to prepare the money for the family, but they also should help prepare the family for the money. This seminar will present the common characteristics of families who have successfully transferred their values—in addition to their wealth—to future generations, and will provide examples of practical contemporary tax and estate planning techniques that have helped such families build lasting legacies.

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