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Webinar: Understanding Estate, Gift, and Generation- Skipping Transfer Tax Rules for U.S. and Non- U.S. Residents

October 17, 2023 @ 12:00 pm 1:00 pm

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

Estate, gift, and generation-skipping transfer tax rules are complex and vary depending upon the residency of the taxpayer. For U.S. residents, estate tax rules apply to the transfer of property at death, while gift taxes apply to transfers of property during life. Non-U.S. residents are subject to different rules, and the effect of bilateral estate and gift tax treaties should also be considered. Sample estate planning scenarios may vary depending on the residency of the taxpayer and his or her spouse.

Speakers: Jeffrey S. Levin and Kevin Packman

Non-Member Price – $75.00
Member Price – $55.00

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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