OC/LB North OC Discussion Grp; Current Federal and State Issues in Estate Planning | H3040616

Instructors

Date :
June 23, 2016 7:30 AM - 9:00 AM
Location :
Orange County North
Facility :
Marie Callendars - Anaheim
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Level of Difficulty :
Update
CPE Credits :
CPE 1.00, MCLE 1.00
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Join us for a presentation on current Federal and State Issues in Estate Planning, including provisions regarding the new Green Book proposals, filings for portability and basis requirements and new California transfer on death deeds. 
We will also discuss current planning pitfalls surrounding proposition 13 and BOE filing requirements upon the death of a member, partner or shareholder of entities.

Objectives:

Join Us!
  • Learn current federal and state estate planning issues and how to avoid pitfalls.
  • Gain an understanding of what's new in federal and state estate planning issues.
  • Understand the latest issues in federal and state estate planning and how to avoid pitfalls re: Prop 13 and BOE filing requirements.

CPE MCLE offered.

Major Subjects:

Federal and State Issues in Estate Planning, including:  Filings for portability and basis requirements; New California transfer on death deeds; How to avoiding pitfalls regarding Prop 13 and BOE filing requirements.

Advanced Prep:

None

Misc. Information:

Fee includes meal.
Level of Difficulty:
Update
Field of Interest:
Taxes
Prerequisites:
None
Designed For:
CPAs, Attorneys, Financial Planners.

Instructors

Colleen Barney
Colleen Barney specializes in estate and gift tax law and estate planning. She is a graduate of Central Michigan University, magna cum laude, and the University of Michigan Law School. She received her LL.M. (in Taxation), cum laude, from the University of San Diego School of Law. In 1996, Ms. Barney became the youngest Certified Specialist in Estate Planning, Trust and Probate Law by the State Bar of California Board of Legal Specialization. In addition, in 2003 Ms. Barney was a recipient of the OC Business Journal's Women in Business Award. And in 2010, she was selected for inclusion in Super Lawyers - Southern California Edition. Also an author, Ms. Barney co-authored "Best Intentions: Ensuring Your Estate Plan Delivers Both Wealth and Wisdom."
No Agenda or Materials posted.