• imgSan Diego, CA

Estate and Trust Planning Conference | 1000002102

July 13, 2023 | 8:30 a.m. PT – July 14, 2023 | 4:30 p.m. PT

CPE: 16
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As a financial advisor, your clients rely on you to provide perspective and clarity as legislation and regulation evolve. Don't miss this annual conference dedicated to keeping CPAs, attorneys and financial planners on top of recent developments in estate and trust planning. You'll gain an in-depth understanding of best practices, effective strategies and connections with expert professionals specializing in this area.

Early Bird pricing expires on June 1, 2023.

  • Product Code


  • Credit Type
    CPE: 16
  • Format


  • Intended Audience

    CPAs, attorneys and financial professionals involved in estate and gift tax planning and compliance; other estate planning professionals; practitioners with high net-worth clients and clients with interests in closely held businesses.

  • NASBA Field of Study


  • Level of Difficulty


  • Prerequisites

    Basic to advanced understanding of estates and trusts.

  • Advance Preparation


Learning Objectives

Identify ways to maximize the worth of clients' estates

Determine specific non-tax reasons for estate planning and learn what's new

Recognize ways to take advantage of changes in estate planning to build a practice

Major Subjects

  • Coming Soon!


8:30 a.m.–4:25 p.m. PT
  • Estate and Trust Planning Conference


Paradise Point Resort San Diego

1404 Vacation Rd, San Diego, CA, 92109
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Book your room at Paradise Point today!

$329 + tax and $10 daily resort amenities fee.

Overnight self-parking: $10

(855) 463-3361 Reference "CalCPA Estate & Trust Planning Conference" room block (or use the link above)

Room Block closes Monday, June 12, 2023



CalCPA would like to thank our sponsors for their generous support in helping make this event a success. Learn more about them by clicking on their logo below.

Interested in becoming a sponsor?

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