Events
Trusts & Estates
- Events
- Trusts & Estates
Calendar of Events
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Bryan Kirk and David Oh, Trust Counsels of Fiduciary Trust International of California, discuss 529 plans from a tax planning and estate planning point of view. They will review the basic rules of 529 plans and discuss what clients should consider when setting up such plans. |
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People v. Sanchez drastically changed the testimony and evidence that experts can give during trial. |
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This presentation covers the rules governing e-discovery and provides practical guidance for applying those rules in the trust and estate context. |
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Lisa M. 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. |
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The presentation is entitled: “The End of Life for Insurance in the Estate Plan—Death Benefit, Surrender, Lapse or Settle?”. |
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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.