Virtual
Wealth Wednesday: Advanced Issues - Estate Debt & Multiple Successors 2025
Date: Oct. 22, 2025
Time: 12 – 2 p.m. PT
Member
$58.00
Nonmember
$78.00
Members, log in to access your discount.
Overview
Join the CalCPA Estate Planning State Committee and committee member Megan Jones, Esq in this advanced issues presentation.
Estate planning issues can get increasingly complex from a tax perspective when certain common scenarios arise. Examples include debt within the estate, recourse vs. non recourse, and multiple successors (children, spouses of founders. etc. This presentation will discuss tax challenges, planning opportunities, and how to navigate them for an ideal tax outcome.
This course will award CPE (as earned). If you'd like to register for the FREE version with no CPE, please select this course: Wealth Wednesday: Estate Debt & Multiple Successors (no cpe) 2025
Product Code
1000004304-134365
Credit Type
CPE: 2CPE-Technical: 2MCLE LS-EP: 2Intended Audience
CPAs and other Financial Professionals involved in estate planning.
NASBA Field of Study
Taxes
Level of Difficulty
Overview
Prerequisites
Working knowledge of estate tax and gifting is recommended.
Advance Preparation
Working knowledge of estate tax and gifting is recommended.
Learning Objectives
Major Subjects
- Estate planning guidance
- Succession of planning
- Impact of debt on estate planning
Faculty
Additional Details
This course will be presented through Zoom, and the link will be available in your confirmation email. CPE will be awarded based on standard checkpoint criteria.