On-Demand
Relationship Between Real Estate and Estate and Trust Planning 2024-25
CPE: 1
Overview
This course covers topics such as tax proposals, valuation discounts, trusts and more. With an easy-to-understand presentation, it's never been easier to get up to speed on the intersection between real estate and estate and trust planning.
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 is a partner in the law firm of Wagner Kirkman Blaine Klomparens & Youmans LLP. She specializes in income, estate and gift taxation, estate and charitable planning, probate and trust administration, and entity formation (profit and non-profit).
Klomparens is the chair of the Estate and Gift Tax Committee of the State Bar of California, and was a member of the Taxation Section Executive Committee of the State Bar of California...
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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...
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