San Diego, CA
Estate and Trust Planning Conference 2025
Date: July 10 - 11, 2025
Time: 7:15 a.m. – 4:30 p.m. PT
Member Early Bird
$679.00
Nonmember Early Bird
$879.00
Members, log in to access your discount.
Overview
As a financial advisor, your clients rely on you to provide perspective and clarity as legislation and regulation evolve. Take advantage of this annual conference dedicated to keeping CPAs, attorneys and financial planners on top of recent estate and trust planning developments. You'll gain an in-depth understanding of best practices, practical strategies, and connections with expert professionals specializing in this area.
Please note, agenda and/or speakers are subject to change.
Product Code
1000003486
Credit Type
CPE: 16CPE-Technical: 16MCLE: 13Format
In-Person
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
Taxes
Level of Difficulty
Intermediate
Prerequisites
Basic to advanced understanding of estates and trusts.
Learning Objectives
Agenda
8:30 – 8:35 a.m. PT
Welcome Remarks
8:35 – 9:25 a.m. PT
New Developments
9:25 – 10:15 a.m. PT
Tax Act
10:15 – 10:30 a.m. PT
Break
10:30 – 11:20 a.m. PT
Basis Shifting and Basis Issues in the New IRS World
11:20 a.m. – 12:35 p.m. PT
Decanting
12:35 – 1:45 p.m. PT
Lunch
1:45 – 2:35 p.m. PT
Changes in 709
2:35 – 3:50 p.m. PT
Business Succession Planning as Baby Boomers Age and Haven’t Planned Adequately
3:50 – 4:40 p.m. PT
Notes from the Supreme Court
4:40 – 4:45 p.m. PT
Final Remarks/Adjourn
4:45 – 6:30 p.m. PT
Reception
8:30 – 8:35 a.m. PT
Welcome Remarks
8:35 – 9:25 a.m. PT
Property Tax Reassessment
9:25 – 10:15 a.m. PT
Interests Rates and Capital Costs of Advanced Strategies
10:15 – 10:30 a.m. PT
Break
10:30 – 11:20 a.m. PT
IRS Process
11:20 a.m. – 12:10 p.m. PT
Breaking Up Family Partnerships
12:10 – 1:20 p.m. PT
Lunch
1:20 – 2:10 p.m. PT
Insurance
2:10 – 3 p.m. PT
How to Review Trust Documents with a Planner and Tax Mindset
3 – 3:15 p.m. PT
Break
3:15 – 4:30 p.m. PT
Funding the Sub-trust and the Traps and Preparation of Form 1041 for Administrative Trusts
Venue
Andaz San Diego
600 F Street, San Diego, CA, 92101
Get DirectionsCalCPA has arranged special rates for our Estate and Trust Planning Conference at the Andaz in San Diego, CA. Room rates noted below are applicable to Wednesday, July 9 - Friday, July 11. The Group rate will be applicable three days pre-event and post-event, subject to room availability.
Andaz King or Queen (run of house)
$240.00 per night (up to two people per room) + applicable taxes and fees
Group discounted hotel destination fee of $15 per room/per night (normally $30 per room/per night) will be applicable.
Hotel destination fee provides the following services and amenities to enhance the guest experience:
-$10/daily F&B credit to be used at hotel outlets
-Daily local beer and wine tasting from 5pm – 8pm
-Guest package delivery up to 40 lbs
-Computer usage and printing
-Round of sparkling wine at STK with dinner reservation
-Hotel branded tote bag
-$25 discount at Maceoo
-Day pass at The Boxing Club
-15% Discount at Saffron and Sage Services (local boutique day spa)
-10% discount on San Diego activities provided by Old Town Trolley
-Complimentary Wi-Fi in guestrooms will be available to all guests.
Parking
Valet parking is available at a discounted rate of $55/night, which is further reduced to $40/night on event dates.
Booking Instructions:
-Please use the following link to book your stay: https://www.hyatt.com/en-US/group-booking/SANAS/G-MB19\
-You may also contact the hotel to book at (619) 849-1234 and mention the Group Name "CalCPA Estate and Trust Planning Conference".
Please note that the discounted room rate cut-off-date is Wednesday, June 18, 2025 at 11:59 p.m.
Sponsors
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.
Our Gold Partners
Our Silver Partners
