July 27, 2020 - ET


Ways of Deferring and Mitigating Tax

This event has already occurred.

Venable partner Jonathan Lurie presented "Ways of Deferring and Mitigating Tax" during the CalCPA Estate and Trust Planning Virtual Conference on July 27.  The discussion will include:

  • Section 6166
  • TCLAT – Testamentary Charitable Lead Annuity Trust
  • Graegin loans for estates
  • Critical post mortem decisions and elections