Get unlimited CLE access all year for just $150! Get your pass when you 
Register now for immediate access to this program.
Register NowAlready Registered?
LoginJUMP TO:
Price
$25
for Members
$45
for Non-Member
$0
for Patron Members
$0
for CLE All-Access Pass
60 minutes
Date Published
June 29, 2023
Publisher
San Diego County Bar Association
Subjects
Estate Planning, Tax Law, Trust and Probate
Questions
For immediate assistance please consult our FAQ page. If you're unable to find the answer you need, please call 737-201-2059 (M-F, 8am-6pm CT) or e-mail customer service.
JUMP TO:
Summary
Produced by:
Estate Planning, Trust and Probate Law Section and Tax Law Section of the San Diego County Bar Association
Learn the latest best practices and strategies geared toward estate planners and other professionals managing estate and trust tax returns. Between 2016 and 2022, there have been numerous changes to the federal and state tax codes that affect the way high net worth individuals should manage their wealth. Additionally, with recent increases in resources to the IRS, individuals and trustees can expect more audits and, potentially, more tax liability.
Introduction:
David G. Greco, Esq., Partner, RMO LLP
Program Titles and Supporting Materials
This program contains the following components:
Credit
If applicable, you may obtain credit in multiple jurisdictions simultaneously for this program (see pending/approved list below). If electing credit for this program, registrants in jurisdictions not listed below will receive a Certificate of Completion that may or may not meet credit requirements in other jurisdictions. Where applicable, credit will be only awarded to a paid registrant completing all the requirements of the program as determined by the selected accreditation authority.
How to Attend
Join the self-paced program from your office, home, or hotel room using a computer and high speed internet connection. You may start and stop the program at your convenience, continue where you left off, and review supporting materials as often as you like. Please note: Internet Explorer is no longer a supported browser. We recommend using Google Chrome, Mozilla Firefox or Safari for best results.
Technical Requirements
You may access this course on a computer or mobile device with high speed internet (iPhones require iOS 10 or higher). Recommended browsers are Google Chrome or Mozilla Firefox.
More
Refund Policy
SeminarWeb and San Diego County Bar Association programs are non-refundable.
Privacy Statement
We respect and are committed to protecting your privacy. Read Statement.
YOU MAY ALSO BE INTERESTED IN...
Fiduciary Accountings: Overview & Court Approval
Self-Paced Online
Understanding Tax Basis
Self-Paced Online
California Income and Franchise Tax Litigation Update
Self-Paced Online
Tax Issues in Bankruptcy: Nuts and Bolts for All Practitioners (Part 2)
Self-Paced Online