SVSJ Estates & Trusts Group: The GST Tax: Advanced Concepts and Case Studies | N2181017

Instructors

Date :
October 19, 2017 12:00 PM - 1:30 PM
Location :
San Jose Area
Facility :
Abbott Stringham & Lynch
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Level of Difficulty :
Basic
Member Price :
30
Nonmember Price :
70
CPE Credits :
CPE 1.00
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The Generation Skipping Transfer Tax (or GST Tax) can represent challenges for clients and practitioners alike.  Building from a brief review of basic concepts, this presentation will cover more advanced concepts, as well as case studies, to illuminate additional nuances in the estate planning and administration process. 

Objectives:

Review of basic GST concepts, and in-depth exploration of more advanced concepts and applications
Expand knowledge and expertise regarding more sophisticated GST planning and administration
Understand how to apply knowledge of this additional tax to the situations your clients face.

Major Subjects:

GST basic concepts, advanced topics, real-world examples and case studies.

Misc. Information:

Lunch Included with Registration Fee
Level of Difficulty:
Basic
Field of Interest:
Taxes
Designed For:
CPAs, Attorneys, Financial Planners, Professional Staff

Instructors

Darin Donovan
: Darin Donovan is a shareholder in Hopkins & Carley’s Family Wealth and Tax Planning Group, resident in the firm’s Palo Alto office. He works with high technology executives, venture capitalists, real estate developers, and other high net worth individuals, in all areas of estate planning, wealth management and related disputes. Mr. Donovan's practice includes estate and trust planning, charitable planning, estate and trust administration and related litigation. He also practices in the area of nonprofit entity formation and counseling. He is an adjunct professor at Santa Clara University, where he has taught federal estate and gift tax and estate planning. Mr. Donovan has previously taught at San Jose State University Graduate School of Business and has made numerous presentations regarding various estate planning and wealth management issues to private groups and professional organizations. He is a member of the Silicon Valley Bar Association and the Palo Alto Area Bar Association. Mr. Donovan earned his A.B. degree from the University of California at Berkeley and his J.D. degree from Boalt Hall School of Law, University of California at Berkeley.
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