26th Annual Estate & Gift Tax Conference

26th Annual Estate & Gift Tax Conference

March 15 - 16, 2018 ~San Francisco

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.

01 Conquering Subchapter Krytonite Take 1.pdf

02 The Path from GRAT and IDGITs to Efficient Wealth Transfers.pdf

03 How to Navigate a Planners Minefield.pdf

04 Practitioners Pointers - Materials to be added at a later date

05 Hot Audit Issues.pdf

06 Using Life Insurance in an Uncertain World.pdf

07 Death Bed Estate Planning.pdf

08 Conquering Subchapter Kryptonite Take 2.pdf

9 Everything You Need to Know About Foreign Trust Issues But Were Afaid to Aks.pdf

10 Planning After Tax Reform The Good the Bad and the Ugly.pdf

11 Rethinking the Bypass Trust.pdf

12 Valuation Issues in Estate and Gift Tax Cases.pdf

13 A Dive into What Do Planners Need to Know When Dealing with our Foreign Neighbors.pdf

Points of view or opinions expressed in these pages are those of the speaker(s) and/or author(s). They have not been adopted or endorsed by the California Lawyers Association Board of Representatices and do not constitute the official position or policy of the California Lawyers Association. Nothing contained herein is intended to address any specific legal inquiry, nor is it a substitute for independent legal research to original sources or obtaining separate legal advice regarding specific legal situations.

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