There was a problem adding this course to your account. Please try again in a few minutes. If the problem persists, you can contact our support department at (877) 880-1335.
Adding Registration, Please wait...
You must be logged in to perform this action.
Log in
Cancel
Session 1: The Menu: Tax Planning Techniques in Estate Planning; 11th Annual Young Tax Lawyers Conference
Taxation Law Section
Credit(s):
1 Legal Specialization in Taxation Law
1 Participatory MCLE Credits
Sara Pike and Melody Mirbod from Withers Bergman LLP will discuss the menu of options available for basic through creative tax planning for clients through estate planning vehicles. They will discuss tax elections for revocable trusts, annual exclusion gift trusts, irrevocable insurance trusts, and the “alphabet soup” of advanced planning, including GRATs, SLATs, IDGTs, QSBS, and more.
* Includes 3 minute introduction.
1 Legal Specialization in Taxation Law
1 Participatory MCLE Credits
All
Standard
Non-Member
$65.00
CLA Member
$45.00
Customers Who Bought This Item Also Bought
(CLEtoGo (Podcasts)) Running the Numbers on Estate and Gift Tax Planning for 2025 and Beyond---The Results May Surprise You
(CLEtoGo (Podcasts)) Session 3: Civility in Tax Practice; 11th Annual Young Tax Lawyers Conference
(CLEtoGo (Podcasts)) Recent Developments and What IRS Has To Say; 2025 Estate & Gift Tax Conference
(CLEtoGo (Podcasts)) Session 2: IRS Audits of Global High Wealth Individuals: Procedures & Common Issues; 11th Annual Young Tax Lawyers Conference
(CLEtoGo (Podcasts)) Ethics Hot Topics; 2025 Real Property Law Retreat & Women in Leasing Law Symposium
(OnDemand) The 42nd Annual Fall Program: Decanting, Modification, and Termination of California Irrevocable Trusts
(CLEtoGo (Podcasts)) Medi-Cal Eligibility and State Recovery
(CLEtoGo (Podcasts)) The End of Life Option Act: How it Works In The Real World
(CLEtoGo (Podcasts)) Practice Competently: Regaining Focus and Avoiding Lawyer Burnout
(OnDemand) Shelter In Place Institute: Ethics of Law Firm Cybersecurity in a Work-From-Home World
(CLEtoGo (Podcasts)) The Trusts and Estates Ethics Guide Webinar for Litigation Is Here!
(CLEtoGo (Podcasts)) 2020 Virtual Litigation Summit: Key to Competence: Be Mindful of Your Well-Being
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.
Adding Registration, Please wait...
