Tax & Accounting partner Donita M. Joseph, CPA, MBT, will teach a workshop on Generation-Skipping Trust Issues at the CalCPA’s 2020 Estate and Trust Planning Virtual Conference to he held virtually on July 27 and 28.
Generation-skipping trusts are effective wealth-preservation tools for individuals with significant assets and savings. Donita will cover 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.