2024 Estate & Gift Tax Conference - MCLE Certificate
2024 Estate and Gift Tax Conference
MCLE Certificates
You may now download a copy of the MCLE certificate(s) for your records using the pdf links below. Your attendance record will be provided to the State Bar of California within 30-60 days after the event.
Thursday, March 21, 2024, MCLE Certificate:
CLA_Tax_2024Estate&Gift_DayOneCertificate.pdf
Friday, March 22, 2024, MCLE Certificate:
CLA_Tax_2024Estate&Gift_DayTwoCertificate.pdf
Program Materials
We have placed the program materials online for you to peruse and/or print before the Conference. In the event that we receive supplemental program materials - we will post these materials to the website after the Conference. Thank you for taking part in our efforts to reduce our carbon footprint.
Evaluation Forms
Your feedback is valuable to us. Please take a few minutes to complete the evaluation form for each session you attend. Your input helps us improve future events. Look for the evaluation forms below listed under each session. Thank you for your participation!
Thursday, March 21, 2024
8:30am - 9:30am
Practical Case Studies for the Multinational Client: The Lessons We Have Learned
Evaluation Form: https://forms.gle/vzQCUFgLv5kXTKoT9
Materials: Panel 1 - Practical Case Studies for the Multinational Client.pdf
9:45am - 10:45am
The Art and Science of Advanced Fiduciary Elections Fiduciaries and Advisors Are Faced With
Evaluation Form: https://forms.gle/t8g9Q6tTkY6qKsYw5
Materials: Panel 2 - The Art and Science of Advanced Fiduciary Elections.pdf
10:45am - 11:45am
Simple(ish) Yet Elegant Planning for High Net Worth Clients
Evaluation Form: https://forms.gle/iZWC8VCTMH2iDdFfA
Materials: Panel 3 - Simple(ish) Yet Elegant Planning for High Net Worth Clients.pdf
12:00pm - 12:40pm
From Wall Street Banquet to The Night of The Poor: Inflation, Poverty, Polarization, and Demographics - The Potential Tax Revolution Every Estate Planner, Trustee and Family Office Must Prepare For
Evaluation Form: https://forms.gle/WNwaB8zh4seKmkNPA
Materials: Panel 4 - From Wall Street Banquet to The Night Of The Poor.pdf
12:40pm - 1:25pm
Ouch Those Interest Rates Hurt-Or Do They-Planning In a High Interest Rate Environment
Evaluation Form: https://forms.gle/TjRdTThfWnaw4ExH8
Materials: Panel 5 - Ouch Those Interest Rates Hurt-Or Do They.pdf
1:25pm - 2:10pm
The Supercharger QDOT
Evaluation Form: https://forms.gle/pTUKn2yL9ZtXu53f9
Materials: Panel 6 - The Supercharger QDOT.pdf
2:25pm - 3:00pm
The Tip of the Iceberg: How Not to Muck Up An Estate Plan
Evaluation Form: https://forms.gle/FsHmGLiv9Wd6TprH7
Materials: Panel 7 - The Tip of the Iceberg How Not to Muck Up An Estate Plan.pdf
3:00pm - 4:00pm
And the Saga of Life Insurance Continues
Evaluation Form: https://forms.gle/KFj3vnT1V5P9agDJA
Materials: Panel 8 - And the Saga of Life Insurance Continues.pdf
4:00pm - 5:00pm
Planning with Inter-Vivos QTIP Trusts - The Best Way to Use All Transfer Tax Exemptions?
Evaluation Form: https://forms.gle/K2tTSfgydEWYapsYA
Materials: Panel 9 - Planning with Inter-Vivos QTIP Trusts.pdf
Friday, March 22, 2024
8:30am - 9:30am
Better Late Than Never: Directed Trusts Are Now A Reality
Evaluation Form: https://forms.gle/E7VDWuG8PzLKwvpv6
Materials: Panel 10 - Better Late Than Never Directed Trusts Are Now A Reality.pdf
9:30am - 10:45am
International Estate and Tax Updates
Evaluation Form: https://forms.gle/Y5pybTN5teh5WXgX6
Materials: Panel 11 - International Estate and Tax Updates.pdf
11:00am - 12:00pm
Understanding Proposition 19 and Parent to Child Transfers, Tax Base Transfers and How to Effectively Submit Claims to the County Assessor
Evaluation Form: https://forms.gle/7xDhB3348HQoehHv5
Materials: Panel 12 - Understanding Proposition 19 and Parent to Child Transfers.pdf
12:15pm - 12:45pm
The Lifecycle of an Art Collection - from Acquisition to Auction
Evaluation Form: https://forms.gle/XwGJtF3X9KepRcVb6
Materials: Panel 13 - The Lifecycle of an Art Collection - from Acquisition.pdf
12:45pm - 2:15pm
Tax Court Panel - Valuation
Evaluation Form: https://forms.gle/2YjmzoVRU2XJ94Ee8
Materials: Panel 14 - Tax Court Panel-Valuation.pdf
2:15pm - 3:00pm
Wake Up Your Professional Responsibilities
Evaluation Form: https://forms.gle/oKWrWpe2aAgmVCq5A
Materials: Panel 15 - Wake Up Your Professional Responsibilities.pdf
3:15pm - 4:15pm
Fiduciaries and Practitioners Can't Run From Corporate Transparency
Evaluation Form: https://forms.gle/dHHYPAggePKVvbiL8
Materials: Panel 16 - Fiduciaries And Practitioners Can Not Run From Corporate Transparency.pdf
4:15pm - 5:00pm
From Death to Distribution
Evaluation Form: https://forms.gle/iFDTdtexF8LX5Pic8
Materials: Panel 17 - From Death to Distribution.pdf
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