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Know Your Options; 2025 Estate & Gift Tax Conference
Taxation Law Section
Credit(s):
0.75 Legal Specialization in Estate Planning; Trust & Probate Law
0.75 Legal Specialization in Taxation Law
0.75 Participatory MCLE Credits
More and more clients are moving to out of state trusts. Hence, every practitioner should be aware of what it means for a state to be “trust friendly” Many states have modernized trust laws to promote flexibility and incorporate tax and non-tax advantages. Key attributes include the ability to establish long-term trusts for wealth enhancement, no state income tax, laws directed investments or distributions, decanting and establishing confidential trusts The panel will also discuss why situs can be important for international families.
0.75 Legal Specialization in Estate Planning; Trust & Probate Law
0.75 Legal Specialization in Taxation Law
0.75 Participatory MCLE Credits
All
Standard
Non-Member
$48.75
CLA Member
$33.75
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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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