Date: Aug. 21, 2024
Time: 12 – 2 p.m. PT
Join the CalCPA Estate Planning State Committee and guest speakers Michael DiBernardo & Grace Lou to discuss Spousal Lifetime Access Trusts and their use for estate planning, income tax planning and risk mitigation.
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: SLATs & Direct Trusts; New Strategies in Estate Planning 2024 (no CPE)
1000003490-129403
CPAs, attorneys, financial professionals, insurance professionals, enrolled agents and professional staff.
Taxes
Overview
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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.