Skip to main content
California Lawyers Association Logo
Visit cla Website
Browse by
Delivery Type browse by
  • Calendar
  • CLEtoGo (Podcasts) (2077)
  • Zoom Webinar (17)
  • OnDemand (2186)
  • Self Study Articles (136)
     
Hello, Guest
Sign in Browse By
  • Sign In
    New Customer? Start Here
  • Frequently Asked Questions
0
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
CLEtoGo (Podcasts)

Simple(ish) Yet Elegant Planning for High Net Worth Clients; 2024 Estate & Gift Tax Conference

Taxation Law 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_Estate&Gift_2024_3
Original Program Date: March 21, 2024
Duration: 1 hour 1 minute
Access: Available for 3 months after Registration
Passport: This product is Passport Eligible 
  • Facebook
  • LinkedIn
  • X
  • E-Mail
    		•
    • Description
    • Sessions
    • Credits
    • Faculty
    • Materials
    • Reviews
    • Dates and Locations
    Category: Taxation, Closed Captioned Courses
    Category: Taxation, Closed Captioned Courses (show less)
    We will explore sophisticated planning strategies to address the unique needs of this type of clientele. Attendees will leave equipped with the knowledge and tools to implement the best top planning strategies, leverage family bank structures and private trust companies, navigate charitable planning, optimize non-California situs, and engage in advanced income tax planning.  


    1 Legal Specialization in Estate Planning; Trust & Probate Law  

    1 Legal Specialization in Taxation Law  

    1 Participatory MCLE Credits

    Customers Who Bought This Item Also Bought

    Screen Cap
    (CLEtoGo (Podcasts))
    From Wall Street Banquet to The Night Of The Poor;  Inflation, Poverty, Polarization, and Demographics - The Potential Tax Revolution Every Estate Planner, Trustee and Family Office Must Prepare For: 2024 Estate & Gift Tax Conference
    Screen Cap
    (CLEtoGo (Podcasts))
    The Art and Science of Advanced Fiduciary Elections Fiduciaries and Advisors Are Faced With: 2024 Estate & Gift Tax Conference
    Screen Cap
    (CLEtoGo (Podcasts))
    Wake Up Your Professional Responsibilities; 2024 Estate & Gift Tax Conference
    Screen Cap
    (CLEtoGo (Podcasts))
    Ouch Those Interest Rates Hurt-Or Do They-Planning In a High Interest Rate Environment; 2024 Estate & Gift Tax Conference
    Screen Cap
    (CLEtoGo (Podcasts))
    Better Late Than Never: Directed Trusts Are Now A Reality; 2024 Estate & Gift Tax Conference
    Screen Cap
    (CLEtoGo (Podcasts))
    Afternoon with IRS Program Manager of Estate and Gift Tax Policy: Recent Developments in Estate & Gift Tax
    Screen Cap
    (CLEtoGo (Podcasts))
    Practical Case Studies for the Multinational Client: The Lessons We Have Learned: 2024 Estate & Gift Tax Conference
    Screen Cap
    (CLEtoGo (Podcasts))
    Estate and Gift Tax – Current Developments with IRS and Tax Court
    Screen Cap
    (CLEtoGo (Podcasts))
    From Death to Distribution; 2024 Estate & Gift Tax Conference
    Screen Cap
    (CLEtoGo (Podcasts))
    The Tip of the Iceberg:  How Not to Muck Up An Estate Plan; 2024 Estate & Gift Tax Conference
    Screen Cap
    (CLEtoGo (Podcasts))
    International Estate and Tax Updates; 2024 Estate & Gift Tax Conference
    Screen Cap
    (CLEtoGo (Podcasts))
    Understanding Proposition 19 and Parent to Child Transfers, Tax Base Transfers and How to Effectively Submit Claims to the County Assessor; 2024 Estate & Gift Tax Conference
    Screen Cap
    (CLEtoGo (Podcasts))
    From Wall Street Banquet to The Night Of The Poor;  Inflation, Poverty, Polarization, and Demographics - The Potential Tax Revolution Every Estate Planner, Trustee and Family Office Must Prepare For: 2024 Estate & Gift Tax Conference
    Screen Cap
    (CLEtoGo (Podcasts))
    The Art and Science of Advanced Fiduciary Elections Fiduciaries and Advisors Are Faced With: 2024 Estate & Gift Tax Conference
    Screen Cap
    (CLEtoGo (Podcasts))
    Wake Up Your Professional Responsibilities; 2024 Estate & Gift Tax Conference
    Screen Cap
    (CLEtoGo (Podcasts))
    Ouch Those Interest Rates Hurt-Or Do They-Planning In a High Interest Rate Environment; 2024 Estate & Gift Tax Conference
    Screen Cap
    (CLEtoGo (Podcasts))
    Better Late Than Never: Directed Trusts Are Now A Reality; 2024 Estate & Gift Tax Conference
    Screen Cap
    (CLEtoGo (Podcasts))
    Afternoon with IRS Program Manager of Estate and Gift Tax Policy: Recent Developments in Estate & Gift Tax
    Screen Cap
    (CLEtoGo (Podcasts))
    Practical Case Studies for the Multinational Client: The Lessons We Have Learned: 2024 Estate & Gift Tax Conference
    Screen Cap
    (CLEtoGo (Podcasts))
    Estate and Gift Tax – Current Developments with IRS and Tax Court
    1
    2
    3
    PrevNext
    Stop

    Purchase Options

    Add to CartCLEtoGo (Podcasts)
    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