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Financial Elder Abuse Symposium

Save the date

Join Us for the 3rd Annual Financial Elder Abuse Symposium

Save the date for May 7, 2021 when the Educating Seniors Committee hosts the virtual Elder Abuse Symposium. 7.50 hours of MCLE credit.

Proposition 19, the Assessor, and You

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Trusts & Estates

Webinar: Afternoon with an IRS Attorney: Recent Developments in Estate & Gift Tax by the IRS Estate and Gift Tax Policy Manager

Lisa Piehl, the Program Manager of the Estate and Gift Tax Policy Division of the Internal Revenue Service (IRS), will be addressing updates related to estate and gift tax matters within the IRS. She will also detail what happens to estate tax returns (Form 706) and gift tax returns (Form 709) once it’s submitted to the IRS.

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CLA Membership is $99 and includes one section. Additional sections are $99 each.

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