2021 Estate and Trust Planning Conference

Five Days of Information—Completely Customizable Experience

We’re living in uncertain times. Now more than ever, clients are thinking about whether they have their affairs in order and if their loved ones and assets are protected should something happen to them. Join us for our 2021 Estate and Trust Planning Virtual Conference on July 12–16. Presented in four-hour blocks over five days, participants will hear from national experts who are dedicated to keeping CPAs, attorneys and financial planners on top of recent developments related to COVID-19, the new administration’s plans, the SECURE Act, tax hazards and changes within estate and trust planning. Get more details in this video overview.

Major topics to be covered include:

  • Sourcing of Income 
  • Dealing with Trust and California Taxes
  • Asset Protection 
  • Navigating the Tax Hazards of Cross-Border Estate Planning 
  • Top Tax Techniques, Traps, Trip Cords and Rip Cords with Multi-State Trusts
  • Top Tax and Estate Planning Techniques Today (COVID-19 and Congress)
  • From Bad to Worse: The Income Taxation of Trusts After Tax Reform
  • 2021: Washington Update: Review of Biden’s Plan
  • The Impact of Prop 19
  • 2021: Recent Developments (Federal and CA)
  • Basis Planning and Anomalies with Partnerships, Grantor Trusts & Unitary Basi
  • S-Corps and Partnerships Held in Trusts (Deep Dive)
  • Positioning Client for U.S. Code 6166 Deferral
  • Planning After SECURE
  • Estate Planning Using Charitable Vehicles
  • 706s and 709s: Preparation Issues
  • Income Taxation of IDGT Sales and Promissory Notes: During Life, at Death and After Death
  • Income Taxation of Trusts and Estates
  • Grantor Trusts

WHERE: Online—register today!

WHEN: July 12-16 | 8:30 a.m.–12:30 p.m. each day)  
SPEAKERS (check out their bios online):
  • Elliot Shell, CPA, MBA, Partner at Maginnis Knechtel & McIntyre LLP
  • Chris Parker, Esq., Senior Manager at Moss Adams
  • Harry L. (Hank) Gutman of counsel to Ivins, Phillips & Barker
  • Tabetha Peavey, Esq., Tax & Wealth Planning Associate at Venable LLP
  • Jay Adkisson, Esq., Managing Partner at Adkisson Pitet LLP
  • Bryan Kirk, Esq., TEP, CFP, Director, Financial & Estate Planning at Fiduciary Trust Company International
  • C. David Spence, Esq., Partner at Berliner Cohen LLP
  • Paul Lee, Esq., Chief Tax Strategist at Northern Trust Corporation
  • Justin T. Miller, J.D., LL.M., TEP, AEP®, CFP®, Adjunct Professor at Golden Gate University, ACTEC Fellow
  • Andrew M. Katzenstein, Esq.is a partner at Proskauer Rose LLP
  • Jeremiah W. Doyle IV, Esq., Senior Vice President at BNY Mellon Wealth Management
  • Mary Kay Ann Foss, CPA of Mary Kay Foss, CPA 
  • Jonathan Lurie, Esq., partner at Venable LLP
  • Ted R. Batson, Jr., JD, MBA, CPA, Partner & Tax Counsel at CapinCrouse
  • Keith Schiller, Esq. Owner at Schiller Law Group
  • Robert Keebler, CPA, PFS, MST, AEP (Distinguished), Partner at Keebler & Associates, LLP
  • Jacqueline Patterson, Esq., MBT, CPA, Owner of Buchanan & Patterson, LLP
  • Martin M. Shenkman, CPA, MBA, PFS, AEP, JD, Owner of Shenkman Law
  • David Warren, Co-Founder & Chairman of the Board of Bridgeford Trust Company
  • Paula Leibovitz Goodwin, Esq., Partner of Perkins Coie LLP
  • Caitlin Carey, Esq., Partner of Perkins Coie LLP
  • BPM LLP: Gold
  • Empire Valuation Consultants: Silver
  • Fiduciary Trust International: Silver
  • Seiler LLP: Silver
  • Abbott, Stringham & Lynch: Bronze
  • BNY Mellon Wealth Management:  Bronze
  • First Republic Bank: Bronze
  • Frank Rimerman + Co. LLP: Bronze
  • Joseph J. Blake and Associates: Bronze
  • Peninsula Estate Planning Council: Bronze
  • South Dakota Trust Company LLC: Bronze 
About CalCPA
CalCPA traces its heritage to 1903 when the California State Society of Certified Public Accountants was organized. In 1909, it merged with two other state CPA associations to form CalCPA. CalCPA serves more than 43,000 members in public practice, private industry, academia and government, and has 14 chapters across California. CalCPA also offers more than 1,400 live courses, conferences, webcasts and on-demand self-study courses annually.

David Colgren 
Colcomgroup, Inc.
Email | (917) 587-3708