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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
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
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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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