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Running the Numbers on Estate and Gift Tax Planning for 2025 and Beyond---The Results May Surprise You
Taxation Law Section
Credit(s):
1 Legal Specialization in Taxation Law
1 Participatory MCLE Credits
To demonstrate a number of scenarios that the attendees can use to gauge where their clients are with respect to recommended planning.
Through real-world examples, spreadsheet demonstrations, and interactive discussion, attendees will learn to compare and evaluate advanced planning techniques including GRATs, CLATs, IDGTs, split-dollar arrangements, private placement life insurance, and charitable planning vehicles. Emphasis will be placed on tax modeling, risk analysis, and the coordination of legal and financial tools to maximize client benefit.
Participants will leave with practical tools and insights to run customized calculations for high-net-worth estate plans and to advise clients with confidence on the most tax-efficient strategies available under current and anticipated law.
1 Legal Specialization in Taxation Law
1 Participatory MCLE Credits
All
Standard
Non-Member
$65.00
CLA Member
$45.00
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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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