July 18, 2017 - 10:15 AM PST

"Advanced Post-Mortem Planning" at the CalCPA Education Foundation's Estate and Trust Planning Conference

This event has already occurred.
Golden Gate University
536 Mission Street
San Francisco, CA 94105

The CalCPA Education Foundation's Estate and Trust Planning Conference brings together CPAs, attorneys and financial planners that serve as a guide to clients who want to protect their businesses and wealth through estate planning. As the regulations and legislation surrounding succession planning, health care directives, transfers of assets, gifts, trusts and other keys to estate planning continue to evolve, so do the skills and knowledge necessary for their advisers. During the conference, attendees gain in-depth understanding, learn effective strategies, and make connections with professionals who specialize in this area.

In this session, panelists discuss:

  • Use of the administrative trust
  • Disclaimers
  • Charitable lead trusts
  • Alternative valuation
  • Basis and discounts
  • Distributions

Speaker:
Jonathan Lurie, Partner, Venable LLP

Visit the 2017 CalCPA Estate and Trust Planning Conference webpage for more information.