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Estate Planning and Trusts

Forms and Instructions

Links

Resources

CalCPA Estate Planning Forum
Post questions about estate planning; connect with colleagues.

Financial Empowerment Podcast
Preparing for the End of Life
Download the podcast (Mp3, 5Mb)

OC/LB Estate Planning Interest Group: Current Valuation Issues - H2070512 - Wednesday, May 23 - Costa Mesa: Gain a broader understanding of valuation differences between tax and...
LA LAX/South Bay DG: California Probate Procedures - G3100512 - Tuesday, May 29 - El Segundo: Join us as Ashley Risner Copp, attorney with the Law Firm of Jennifer...
LA San Fernando Valley (evening) DG: Creative Tax and Estate Planning Ideas for the Family Business - G3010612 - Tuesday, June 05 - Van Nuys: Join us as Robert Briskin, Esq., shares ideas related to tax and estate...