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2021 California Tax Bar and California Tax Policy Conference: Interesting Issues and Ideas for the Sophisticated Estate Planner in 2021
Taxation Law Section
Credit(s):
1 Legal Specialization in Estate Planning; Trust & Probate Law
1 Legal Specialization in Taxation Law
1 Participatory MCLE Credits
The speaker will cover various estate tax planning techniques and considerations that estate planners should be thinking about in 2021. There will be a discussion on Upgen and Downgen Gifting, Gift Exemption Planning, and considerations in the current environment of uncertainty and other planning issues. Focus will also be made on how to stress-test family entities and considerations for fortification and/or possibly unwinding entities in the current environment. Also learn about preferred partnership combinations with QTIP’s, GRAT’s etc., vertical slice and non-vertical carried interest planning, estate planning with SPACs, Qualified Opportunity Funds and more.
1 Legal Specialization in Estate Planning; Trust & Probate Law
1 Legal Specialization in Taxation Law
1 Participatory MCLE Credits
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