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

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

• IRS Form 706 Estate Tax[PDF]
• Instructions for Form 706[PDF]
• IRS Form 709 Gift Tax [PDF]
• Instructions for Form 709[PDF]

• American College of Trust and Estate Counsel
• California Uniform Principal and Income Act