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Webinar: INGs in the Crosshairs: Retrospectives and Alternatives

September 18 @ 11:00 am 12:00 pm

1 Legal Specialization in Estate Planning; Trust & Probate Law; 1 Participatory MCLE Credits

Incomplete gift, nongrantor trusts have been made ineffective in California through recent legislation. In this webinar, we will explore how and why these structures were deployed and how they operated, to further understand how states such as California and New York have invalidated them. We will also look at alternative strategies to accomplish similar results in the current landscape.

Speakers: Daniel C. Lorenzen and Jennifer McNeil-Lozano

Non-Member Price
$75.00

Member Price
$55.00


Daniel has significant experience advising general partners of private equity, venture capital, and other funds, and advising on the unique tax attributes and planning opportunities available to fund managers. Daniel represents business founders, and frequently advises on valuation opportunities and qualified small business stock opportunities for founders.

Jennifer’s practice is based in Los Angeles and specializes in estate planning. Jennifer regularly works with financial advisors, insurance representatives and accountants to provide comprehensive advice and planning tailored to her client’s specific needs. Jennifer is currently serving on the Executive Committee of the Trusts & Estates Section of the Beverly Hills Bar Association and is an active member of Wealth Counsel.

We are committed to accessibility! Virtual events are equipped with closed captioning. To request an in-person accommodation, send us a note at accessibility@calawyers.org or contact us at 916-516-1760 for assistance.

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

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