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Advanced Estate Planning (4153044B)
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Focusing on advanced estate tax planning, this course will cover choosing portability vs. an A-B trust, lifetime gifting, successful family limited partnership structures, intentionally defective grantor trusts, self-cancelling installment notes, grantor retained annuity trusts, qualified personal residence trusts, life insurance trusts and estate planning for international clients.

12/1/2015
When: 12/01/2015
12:00 PM - 2:00 PM
Where: Webcast/Webinar
Presenter: Jacob Stein Esq., JD, LLM
Contact: April Deneault
801-834-6634


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Focusing on advanced estate tax planning, this course will cover choosing portability vs. an A-B trust, lifetime gifting, successful family limited partnership structures, intentionally defective grantor trusts, self-cancelling installment notes, grantor retained annuity trusts, qualified personal residence trusts, life insurance trusts and estate planning for international clients.

  

Objectives:

Identify sophisticated estate tax planning structures.
Determine how and when to use specific estate tax planning techniques.. 

 

Major Subjects:

Estate tax portability
Marital deduction planning
Lifetime gifting
FLPs
IDGTs
SCINs
GRATs
QPRTs
International estate planning

 

Designed For:

Accountants, business managers and CFOs.
 

Prerequisite: None

 

Advanced Prep: None

  

Speaker: Jacob Stein Esq., JD, LLM

Vendor: CalCPA

Field of Study: Taxes

Level:  Advanced

CPE Credit: 2 hours

Acronym: AESP

 

Registration Fees:

Members: $70

Nonmembers: $94

 

Meet the Speaker:

Jacob Stein, ESQ, is a partner with the law firm Klueger and Stein, LLP, in Los Angeles.  The firm's practice is limited to asset protection, domestic and international income and estate tax planning and structuring complex business transactions.  Mr. Stein received his law degree from the University of Southern California, and his Master's of Law in Taxation from Georgetown University.  He has been accredited by the State Bar of California as a Certified Tax Law Specialist and is AV-rated (highest possible rating) by Martindale-Hubbell.  Mr. Stein is an author of numerous tax and asset protection articles and technical manuals and a frequent lecturer to various attorney, CPA and other professional groups.  He is an adjunct professor of taxation at the CSU, Northridge Graduate Tax Program.

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