Venable counsel Jennifer Campbell presented a two-hour program designed for practitioners entering the estate planning field and attorneys in other practice areas seeking a practical introduction to California probate and federal transfer tax systems. The discussion examined pre-death transfer planning, including trusts, wills, and other planning methods; probate alternatives; the administration of testate and intestate estates; unique probate procedures, including the sale of real property and distributions during administration; and common traps for both the wary and unwary. The program also provided an executive summary of the federal estate, gift, and generation-skipping transfer tax regimes, with attention to lifetime and post-death planning considerations and the fundamentals of preparing a federal estate tax return. Attendees left with a practical foundation for identifying key probate and transfer tax issues and an understanding of how these systems operate.
For additional information about the program, click here.