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LA Estate Planning Committee: A Business Attorney's View of Estate Plann (G2101110)

 
REGISTRATION STATUS: OPEN

CalCPA invites you to join us in this joint meeting with the American Association of Attorney CPAs. Attorney William C. Staley will review a business attorney's view of the issues that estate planners should spot.

Date:Wednesday, November 10, 2010
Time:11:30am - 2:00pm (Registration at 11:30am)
Facility:Olympic Collection, Los Angeles
CPE Credit:2.0 CPE (Continuing Professional Education)
2.0 MCLE (Min Cont Legal Educ)
Instructor: William C. Staley
NASBA Subject Area:Taxes
Delivery:Group Live
Course Level:Beginning
Fee:$50 CalCPA Members, $60 Nonmembers
Early Bird:($10)

Objectives:
  • Learn about legal and tax issues business attorneys handle for their clients that affect the client's estate plan
  • Gain knowledge of the areas in which the objectives of the business attorney and estate planner interact
  • Understand the pitfalls of failing to harmonize the efforts of the business attorney and estate planner

Major Topics:
  • Estate planning
  • Taxes

Designed for:
CPAs and attorneys who consult with clients on estate planning

Prerequisite:
None

Advanced Preparation:
None


Note:
Lunch and parking included

To ensure that all credit is properly recorded, please review your personal profile and update your CPA, CFP, CTEC and/or Bar license number(s).


 
 
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