Estate and Trust Conference: Session 3 - Recorded Webcast
From the new and terrifying to foreign issues related to estates, the 2009 Estate and Trust Conference (formerly titled: Estate Planning Conference) aims to please and never disappoints. Whether you are new to estate planning or a seasoned professional, you'll benefit from the latest information.
This popular conference is one of the Foundation's most highly attended events, and features outstanding CPA and attorney experts who deliver up-to-date information, strategies and techniques that will help you better serve your clients and build your practice.
About the Author:
Steven M. Goldberg, Esq. is a partner at Friedemann Goldberg LLP in Santa Rosa, California, specializing in sophisticated estate planning, estate and trust administration, tax planning, business, and business succession planning. He is certified as a specialist in Estate Planning, Trust and Probate Law by the State Bar of California Board of Legal Specialization and the author of "Business Entity Valuation Planning Strategies," Chapter 18, California Estate Planning, CEB (2007). He is also an Accredited Estate Planner by the National Association of Estate Planners & Councils. He has authored numerous articles and spoken at a variety of continuing education seminars. Mr. Goldberg has also been named in Worth Magazine's Top 100 Attorneys list. He is a member of the California State Bar Taxation Section and the California State Bar Trusts and Estates Section, as well as a member of the Redwood Empire Estate Planning Council, the Sonoma County Bar Association and the San Francisco Bar Association. Mr. Goldberg received his law degree in 1984 from Boalt Hall, University of California, Berkeley. Mr. Goldberg is AV rated by Martindale Hubbell.
| EPC3RW09 |
| California CPA Education Foundation |
| Reference Webcast |
| $19.00 members, $29.00 non-members |
| $17.00 |
Major Topics:
Estate Planning and Trust Administration in a Bad Economy:
Transfers of property with depressed values
Planning using low interest rates
Asset protection planning
Problematic assets
Trustee response to shrinking trust values
Testamentary planning for lower values and higher exemptions
Designed For:
CPAs, attorneys and financial professionals involved in estate and gift tax planning and compliance; other estate planning professionals; practitioners with high net-worth clients and clients with interests in closely held businesses.
Special Note: This recorded webcast is for reference only. No CPE credit is awarded. You will have access to this recorded webcast for one year from the date of purchase.
