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MCLE - Minimizing California Individual & Fiduciary Income Tax - Webcast

11/06/2019 5:19 AM | Deleted user

Bar Association San Francisco

November 11, 2019: 12:00 pm - 1:15 pm


Clients continue to be focused on ways to minimize or eliminate California income tax • both personally and for irrevocable trusts. Through the use of case studies, we will review a number of recurring scenarios.


Topics
• Domicile and how to respond to the client who asks: “Can I move out of CA?”
• Structuring non-grantor irrevocable trusts to defer or eliminate CA tax
• Modifying existing out-of-state irrevocable trusts
• CRTs as a state income tax minimization technique
• ING trusts
• The importance of timing


http://www.sfbar.org/calendar/eventdetail.aspx?id=R190088/G190509


San Francisco Paralegal Association • 1 Sansome St., Ste. 3500 • San Francisco, CA 94104-4448 • (415) 946-8935 • info@sfpa.com