Estate Planning and Trusts

Resources

LA Chapter Estate Planning Committee

Financial Empowerment Podcast
Preparing for the End of Life
Download the podcast (Mp3, 5Mb)

California Codes

Articles

Tax Reform Impacts on Estate Planning
Estate Planning Changes For 2018 Under the New Tax Laws By Megan Lisa Jones, Esq. & Michael Allmon, CPA, MBT

The CPAs Role in Estate Planning and Administration

Forms and Instructions

Links