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2020 Estate and Trust Planning Virtual Conference – Workshop on Generation-Skipping Trust Issues

Generation-skipping trusts are effective wealth-preservation tools for individuals with significant assets and savings. Join us for a new workshop, where Donita M. Joseph, CPA, MBT, covers issues such as late file returns, gift tax returns and qualified severance. She will also provide guidelines on how to make sure practitioners follow through. You will hear practical examples and leave the workshop with solutions for your clients.

Donita has more than 30 years of experience in taxation issues involving estate and trust tax planning and is responsible for Windes’ Estate & Trust practice. As a partner in the Tax & Accounting Services department, she also services the needs of privately held companies and individuals. Donita’s expertise includes preparation of estate tax, gift tax and fiduciary income tax returns. She also handles estate planning, postmortem planning, charitable trust planning and compliance, trust and estate administration, trust and estate accounting and income tax planning for individuals.

July 27–28: Virtual Conference Click here for details

Day One: 8:30 a.m.–4:45 p.m.
Day Two: 8 a.m.–3:15 p.m.

Additional sessions will cover:

  • Generation-Skipping Trust Issues
  • The SECURE Act and Estate Planning
  • Grantor Trusts: Rules and Planning Tools
  • Elder Law and Capacity Issues
  • Including Capital Gains in DNI
  • California Income Tax in Trusts
  • Ways of Deferring and Mitigating Tax
  • S Corps and Partnerships

Washington Update (Regulatory and Legislative)CREDITS

CPE: 16; CFP: 16; MCLE: 13; MCLE LS-EP: 13; MCLE LS-TX: 11; CTEC-TX: 12; IRS-TX: 12

View the full agenda and register Click here to register

For more information, please contact CalCPA.

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