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
Afternoon with an IRS Attorney: Recent Developments in Estate & Gift Tax by the IRS Estate & Gift Tax Policy Manager
Trusts & Estates Section
Credit(s):
1 Legal Specialization in Estate Planning; Trust & Probate Law
1 Participatory MCLE Credits
Lisa Piehl, the Program Manager of the Estate and Gift Tax Policy Division of the Internal Revenue Service (IRS), will be addressing updates related to estate and gift tax matters within the IRS. She will also detail what happens to estate tax returns (Form 706) and gift tax returns (Form 709) once it’s submitted to the IRS. Ms. Piehl very much welcomes questions throughout the presentation. Anna Soliman, Trust counsel of Fiduciary Trust International of California, will moderate the discussion.
1 Legal Specialization in Estate Planning; Trust & Probate Law
1 Participatory MCLE Credits
Customers Who Bought This Item Also Bought
(OnDemand) Estate Planning for Same-Sex and Unmarried Couples: Post-Obergefell
(CLEtoGo (Podcasts)) A Practical Explanation of Estate Tax Return Preparation
(OnDemand) A Practical Explanation of Estate Tax Return Preparation
(OnDemand) Property Taxes: Pitfalls, Practical Solutions, & Advising Clients on Pros & Cons of Proposition 19
(OnDemand) The Trusts and Estates Ethics Guide Webinar for Litigation Is Here!
(OnDemand) The Trusts and Estates Ethics Guide Webinar for Planners Is Here!
(OnDemand) 2020 California Tax Bar and California Tax Policy Conference: : Secrets of Successful Families: Transferring Values with Wealth for a Lasting Legacy
(Self Study Articles) It’s A Gift If You Do. It’s A Gift If You Don’t. What Lurks In The Shadows When An Interested Fiduciary Acts
(OnDemand) Contested Non-probate Transfers – When the Estate Plan Trumps
(OnDemand) Got Capacity? Selecting and Applying Mental Capacity Standards
(OnDemand) Core Drafting Series: The Nuts and Bolts of Estate Planning
(Self Study Articles) Post Mortem of Proposition 19: The COVID-19 of the Estate Planning World
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.