On-Demand
Relationship Between Real Estate and Estate and Trust Planning 2024-25
CPE: 1
Member
$49.00
Nonmember
$59.00
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Overview
This course provides a comprehensive overview of essential topics, including tax proposals, valuation discounts, and trusts, facilitating a clear understanding of the intricate relationships between real estate and estate and trust planning. By the conclusion, you will have a solid grasp of key concepts that are vital for effective planning in these areas.
Product Code
1000003444
Credit Type
CPE: 1CPE-Technical: 1Format
Online Self-Study
Intended Audience
CPAs, attorneys and other professionals who advise companies and individuals with real estate holdings in California and beyond.
NASBA Field of Study
Taxes
Level of Difficulty
Basic
Prerequisites
None.
Advance Preparation
None.
Learning Objectives
Major Subjects
- Tax proposals
- Estate planning
- Valuation discounts
Faculty
Robin Klomparens
Robin Klomparens, Director with Fennemore.WKBKY, specializes in income, state and local, estate and gift taxation, estate and charitable planning, probate and trust administration and litigation related thereto. She advises clients on estate planning, business transactions, entity formation (profit and non-profit), state and federal tax audits and controversy, probate and trust administration and related litigation, succession and charitable p...
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Minna C. Yang
Minna C. Yang is a Director in the Sacramento Office working in Fennemore’s tax practice group. With over 30 years of experience as a CPA and attorney, Minna is experienced in federal and state income tax planning for business, real estate and estate planning transactions. Minna is known for her efficiency and timely execution of complex business transactions and restructuring. Working often with multi-generation enterprises, she ensures that...
More about Minna C. Yang