2023 Estate and Gift Tax Conference


28th Annual Estate & Gift Tax Conference

March 9 - 10, 2023 ~ 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.


Day 1 - Thursday, March 9, 2023

Panel 1 - 529 Plans Too Cool for School and Estate Planning.pdf

Panel 2 - Estate Planning for Multi-National Families with Global Assets.pdf

Panel 3 - IRS Target List - Avoiding Audi How the Transfer Tax Spaghetti is Made.pdf

Panel 4 - Don’t Guess and Make a Mess with QSBS.pdf

Panel 5 - Conquering Subchapter K(ryptonite) Fundamentals of Partnership Taxation for Estate Planners.pdf

Panel 6 - Back End SLAT.pdf

Day 2 - Friday, March 10, 2023

Panel 7 - Dealing With Difficult Entity and Real Estate Issues.pdf

Panel 8 - Current Developments.pdf

Panel 9 - Next-Gen Planning What Advisors are Discussing with Gen X, Y & Z Clients.pdf

Panel 10 - Art Market Report.pdf

Panel 11 - Tax Court Panel-Valuation.pdf

Panel 12 - Beyond Term Insurance.pdf

Panel 13 - Tax Treaties for the Estate Planner.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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