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Webinar: What To Do With All Those Schedules: Form 706 and Form 709 Tips and Tricks

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July 9 @ 12:00 pm 1:30 pm

1.5 Hours MCLE; 1.5 Legal Specialization in Estate Planning; Trust & Probate Law

Gain insights into:

  • Reviewing all schedules on a Form 706 and 709
  • Learning the pitfalls in reporting that often occur in trust administrations
  • Identifying planning opportunities that present themselves through the administration process

Non-Member Price $112.50
Member Price $82.50

Jennifer Scharre is a Certified Specialist in Estate Planning, Trust and Probate Law by the California Board of Legal Specialization. Jennifer’s practice focuses on sophisticated wealth transfer strategies for high net worth clients, including founders, individuals at startups, and clients with large real estate portfolios. Jennifer’s prior practice at a boutique trusts and estates firm makes her uniquely equipped to solve both the legal and tax issues that families face as well as the practical issues of family dynamics, succession planning, and wealth preservation.

Her estate planning practice includes working with clients to develop and execute their legacy goals including drafting estate planning and entity documents. She also represents fiduciaries and beneficiaries in all aspects of trust and estate administration including preparation of trust accountings and estate and gift tax returns. Jennifer also provides advice on property tax issues for clients with large real estate portfolios and provides strategies to limit reassessment.

Jennifer is a prolific speaker and provides informative presentations regarding estate planning, charitable giving, and special needs issues to professional organizations and her local community. She has been a Lecturer at both Santa Clara School of Law and UCSC Extension.

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.com or contact us at 916-516-1760 for assistance.

 

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