Manhattan Beach, CA
Estate and Trust Planning Conference 2027
Date: July 15 - 16, 2027
Time: 8:30 a.m. – 5 p.m. PT
Overview
Save the Date!
Join leading CPAs, attorneys and financial advisors for CalCPA's annual Estate & Trust Planning Conference. Over two days, you'll gain valuable insights into the latest developments, emerging trends and practical strategies shaping estate, trust and wealth planning. Connect with experienced practitioners, expand your knowledge and stay ahead in this constantly evolving area of practice. More information, including the full agenda and registration details, will be available soon.
Agenda and speakers are subject to change.
Product Code
1000005405
Credit Type
CPE: 16Format
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.
Advance Preparation
None
Learning Objectives
Venue
Westdrift Manhattan Beach
1400 Parkview Ave, Manhattan Beach, CA, 90266
Get DirectionsA discounted group rate of $319 per night is available at the Westdrift Manhattan Beach. Additional booking details and the reservation link will be available soon.