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Events/Speaking Engagements

Speaking Engagements

July 17, 2018   9:50 AM - 11:05 AM PDT

Golden Gate University & Webcast



Jonathan Lurie to present "Administration: Details and Pitfalls" at the CalCPA Estate and Trust Planning Conference. Panelists will review the details and pitfalls of Administration, including what is giving financial professionals problems, distribution to beneficiaries and CPAs working with beneficiaries.

The Estate and Trust Planning Conference is designed for CPAs, attorneys and financial professionals involved in estate and gift tax planning and compliance; other estate planning professionals; practitioners with high net-worth clients and clients with interests in closely held businesses.

Visit the conference page for more information about the conference.