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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
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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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