Venable partner Jonathan Lurie and associate Tabetha Peavey will present "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
For additional information, click here.