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Supportive Decision Making
(OnDemand)
Practical Case Studies for the Multinational Client: The Lessons We Have Learned: 2024 Estate & Gift Tax Conference
(OnDemand)
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
(OnDemand)
Recent Developments in Trusts and Estates; 2023 CLA Annual Meeting
(Self Study Articles)
International Estate Planning: Traps and Tips for the Domestic Estate Planner
(Self Study Articles)
Tax Planning Using California’s Decanting Statute
(OnDemand)
2020 Annual Meeting: With All Due Respect: Best Practices in the Courtroom from Judges and Litigants
(CLEtoGo (Podcasts))
Passing the Family Business on to the Next Gen Equally When Some of the Children Will Not Be Active; 2023 Annual Meeting of the Tax Bar and Tax Policy Conference
(OnDemand)
Medi-Cal with No Asset Limits
(OnDemand)
Roadblocks on the Road to Probate Trials
(OnDemand)
Planning Ideas Worth Stealing
(OnDemand)
Property Taxes: Just When You Think You’ve Planned for Everything
(CLEtoGo (Podcasts))
Supportive Decision Making
(OnDemand)
Practical Case Studies for the Multinational Client: The Lessons We Have Learned: 2024 Estate & Gift Tax Conference
(OnDemand)
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
(OnDemand)
Recent Developments in Trusts and Estates; 2023 CLA Annual Meeting
(Self Study Articles)
International Estate Planning: Traps and Tips for the Domestic Estate Planner
(Self Study Articles)
Tax Planning Using California’s Decanting Statute
(OnDemand)
2020 Annual Meeting: With All Due Respect: Best Practices in the Courtroom from Judges and Litigants
(CLEtoGo (Podcasts))
Passing the Family Business on to the Next Gen Equally When Some of the Children Will Not Be Active; 2023 Annual Meeting of the Tax Bar and Tax Policy Conference