EB 24th Annual Advanced Estate Planning Symposium | E1151119

Date :
November 14, 2019 1:00 PM - 5:15 PM
Location :
East Bay Area
Facility :
Round Hill Country Club
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Level of Difficulty :
Member Price :
Nonmember Price :
CPE Credits :
CPE 4.50, MCLE 4.00, CFP 4.50, MCLE LS-EP 4.00, MCLE LS-TX 4.00
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Don't miss this popular annual conference and opportunity to learn, meet and mingle with CPAs, attorneys and financial planners who specialize in Estate Planning.
Topics include:
  • CA Property Tax Legal Entity & Estate Planning Strategies
  • Reconfiguring or Decanting the Formerly 'Perfect' Estate Plan
  • SECURE Act, Extenders and Other Legislative Developments
  • Scarier Than Lions and Tigers and Bears: The Income Taxation of Trusts, Oh My!
Guests Speakers :Bradley R. Marsh, CPA;  Keith Schiller, Esq.; Mary Kay Foss, CPA;  Justin Miller,CFP.
 Online Registration Closed 
Walk-Ins Welcome : Door Price is $ 115
 E-BOOK Only EVENT !!!! (Please make sure to select the E-Book  while registering)
 Net proceeds from the event will be used to support accounting students in CA.


Gain an understanding of current issues facing estate planning experts and their clients.

Major Subjects:

 Agenda & Topics:
CA Property Tax Legal Entity & Estate Planning Strategies Bradley R. Marsh, Greenberg Traurig, LLP 
Understand Changes in Control
Learn how Original Co-owners are created, removed, and what that concept means
Work through common ownership structures and best practices
Learn more advance structuring strategies
Reconfiguring or Decanting the Formerly 'Perfect' Estate Plan  Keith Schiller, Esq., Schiller Law Group  
Can you step up basis when dealing with a decedent / credit shelter trust?
What to do when California Trust tax is just TOOOO high.
Parents were "sure" kids would get along, BUT .....
New California provisions for decanting an existing irrevocable trust.
A quick update of Estate tax law changes.
3:00-3:15    Break
SECURE Act, Extenders and Other Legislative Developments Mary Kay Foss, CPA
 ·Extenders Legislation
·SECURE: The good things
·How the SECURE Act pays for the good things
·Planning with changes in distributions under SECURE
o   +Beneficiary trust issues
o  -Change beneficiary to CRT?
o  -Definition of “income” in trust document
o   +Other strategies
o    Other Legislative Issues
Scarier Than Lions and Tigers and Bears: The Income Taxation of Trusts, Oh My!  Justin T. Miller, BNY Mellon Wealth Management
Uniform Fiduciary Income and Principal Act (UFIPA)
Suspension of Miscellaneous Itemized Deductions Under  67
Excess Deductions on Termination Under 642
Charitable Deductions Under  642
Inter Vivos QTIPs and SLATs After the Repeal of  682
Multiple Trusts for QSBS, QBI and SALT Under 199A and 643
State Taxation of Trusts—DINGs, NINGs and WINGs

Misc. Information:

There will be a reception following the conference. 5:15 pm -6:15 pm


Level of Difficulty:
Field of Interest:
Some knowledge of income, estate and gift taxation
Designed For:
CPAs, attorneys, trust offices and financial planners.


Mary Kay Ann Foss, CPA
Mary Kay Foss CPA is a frequent lecturer for community, professional and business groups. She has authored and presented courses for tax professionals throughout California. She has over thirty years of practical experience in advising clients about retirement, income and estate planning issues. Ms. Foss is the immediate past chair of the AICPA Trust Estate and Gift Tax Technical Resource Panel and past chair of both the Estate Planning Committee and the Committee on Taxation of the California Society of Certified Public Accountants. She is the past president of the Estate Planning Council of Diablo Valley, the East Bay Chapter of the California CPA Society and the Estate Planning Council of the East Bay. She teaches Retirement Distributions: Planning Options and Top 10 Things Financial Planners Need to Know About Estate Planning for the California CPA Education Foundation and has been quoted in California CPA Magazine as well as national publications.
Bradley R Marsh, Esq.
is a is a San Francisco administrative shareholder of Greenberg Traurig, where he focuses his law practice on tax controversy matters, including property, sales, payroll, business license, employment, franchise, parcel, district, documentary transfer, transient occupancy, utility user, income, parking, gift and estate taxes. Marsh represents clients in audits, litigation and administrative hearings, as well as analyzing transactions and business models, and providing legislative solutions. Marsh’s professional and community involvement includes service as a member of the California State Bar Association, Taxation Section (2006-Present) and as member of its Executive Committee (2013-2014), chair of its State and Local Tax Committee (2009), and chair of its Young Tax Lawyers Committee (2007); member of the Law360 Tax Editorial Advisory Board (2014-2015); member of the California Chamber of Commerce Taxation Committee (2015-Present); member of the Council on State Taxation (2017); member of the SF Tax Club (2013-Present); member of Cal Tax (2007-Present); member of the Institute for Professionals in Taxation (2013-Present); adjunct professor at Golden Gate University’s tax LL.M. program (2009-Present); adjunct professor at Santa Clara University Law School (Spring 2015); participant at the Eagle Lodge West Conference (2005, 2007-2014, 2016-2017); member of the Bar Association of San Francisco, Taxation Section, Executive Committee (2010-2013); and city councilman of Larkspur, CA (2011-2013). Marsh has been listed in The Legal 500 United States’ Tax - Tax Controversy (2015); Super Lawyers magazine’s Northern California Super Lawyers’ “Rising Stars” (2005-2007, 2011-2015); and The Recorder’s “Lawyers on the Fast Track” (2013). Marsh earned his juris doctor degree from the University of California, Hastings College of the Law in 2003, where he was listed in Hastings College of Law’s “Generation Now” and received his tax concentration certificate; and his bachelor’s degree in English, with honors, from California State University, Northridge in 2000. Marsh is admitted to practice law in California, and before the U.S. Court of Appeals for the Ninth Circuit, the U.S. District Court for the Central District of California, and the U.S. Tax Court.
Justin T Miller, AEP, CFP, J.D., LL.M., TEP
As a national wealth strategist at BNY Mellon, Justin Miller works collaboratively with other advisors to provide comprehensive wealth planning advice to clients and their families. He also is an adjunct professor at Golden Gate University School of Law, a Fellow of the American College of Trust and Estate Counsel, and a sought-after speaker on tax, estate planning and family governance topics for major conferences throughout the country. In addition, Justin has published numerous articles, and he is frequently quoted as an industry expert in the media. He received a master of laws in taxation and a juris doctor from NYU School of Law and a bachelor’s degree, with honors, from U.C. Berkeley.
Keith Schiller, Esq, Esq.
Esq., of the Schiller Law Group, a PLC, of Alamo, California, has greater than 42 years of experience with taxation, tax compliance, and estate and business succession planning. Schiller works with clients and consults with estate planning, trust administration, estate tax, gift tax and GST tax compliance (review of returns, audits, appeals and Tax Court), and with tax practitioners throughout California. Schiller is the author of the award-winning reference book, Art of the Estate Tax Return — Estate Planning At The Movies, now in its second edition and published by Bloomberg BNA. The book reveals Schiller’s best practice pointers, his insights from co-teaching with the IRS for 17 years, and practical recommendations from over 25 leading practitioners across the country who contributed to the book. Schiller has taught estate tax return and audit practice with IRS estate tax attorneys, group managers, and appeals officers since 1996. Schiller is a member of the advisory board for Bloomberg, BNA’s Estates, Gifts and Trusts Journal and a member of the consulting board for the Leimberg Information Services, Inc. newsletter. He has taught over 15 courses for the CalCPA Education Foundation and received the 2000 and 2010-2011 awards for Outstanding Course Materials. Schiller is a certified specialist in taxation law and estate planning, probate, and trust law by the State Bar of California. He received a juris doctor degree from U.C. Berkeley (Boalt Hall) in 1974, master of business administration (taxation) from Golden Gate University in 1980, and a bachelor’s degree from UCLA in 1971, where he served as undergraduate student body president. From another passion, Schiller chaired the Yosemite License Plate Campaign, during which he lobbied passage for the law approving the Yosemite license plate and directed the state-wide marketing and sales campaign. The Yosemite license plate has raised in excess of $38 million for the preservation of Yosemite and California conservation.


  • Materials - E-Book


John Muir Health Foundation
The Estate Planning Council of Diablo Valley
Mechanics Bank