July 12, 2021 - 9:20 AM - 10:35 AM PT

2021 CalCPA Estate and Trust Planning Virtual Conference

“Dealing with Trusts and California Taxes,” at the CalCPA Estate and Trust Planning Virtual Conference

This event has already occurred.

Jonathan Lurie and Elham Ardestani presented “Dealing with Trusts and California Taxes” at the 2021 CalCPA Estate and Trust Planning Virtual Conference on July 12, 2021. Topics of discussion included:

  • Avoidance of California income taxation for trusts and beneficiaries
  • Selection of trustees, protectors, distribution committee, and special trustees and the relationship among them
  • Decanting (migrating) California trusts to states with little or no income tax
  • Considerations and issues regarding trust structure
  • Preparation for FTB evaluation

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