The California Throwback Tax

The Estate Planning, Probate and Trust Section of the Barristers Club and the Tax Section of the Barristers Club present

The California Throwback Tax

The how, what, when, where, and why of the California Throwback Tax.

Date Thursday, May 20, 2021
Program 12:00 - 1:15 p.m.
MCLE 1 Hour

Speakers

Richard S. Kinyon
Partner, Shartsis Friese 
Kirsten Wolff
Partner, Sideman & Bancroft
 

The California throwback tax is not widely understood by practitioners, trustees, or beneficiaries of trusts. In this program, we discuss our interpretation of the intent and application of that law, suggest a methodology for tracking accumulated income in non-California resident trusts, and explore opportunities to plan around the tax. 

Topics

  • Brief Overview of California’s Taxation of Trust Income
  • Origin of California’s Throwback Tax and its Application
  • Practice Tips on Tracking and Estimating Accumulated Income
  • Planning Opportunities to Minimize the Application of the Throwback Tax

Section Co-Chairs

Kit Driscoll, Coblentz Patch Duffy Bass, Melanie Emmons, Kato Feder Suzuki & Richard Shu, Barulich Dugoni & Suttmann Law Group Inc.


Event Code: B211256

For a printable flyer, click here.

For related events, click here

Cost

 FREE BASF Law Student
 $35 Section Member
 $45 BASF Member
 $65 Nonmember
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Program Access

A link to access the Zoom webinar will be sent in your confirmation e-mail prior to the start of the event. If you do not receive login credentials, please double check your Spam Folder. If you have any trouble, please contact cle@sfbar.org as soon as possible before the program starts so we can assist with troubleshooting. You may need to consult your local IT technician for connection issues.

MCLE Notice

To receive MCLE credit, you must sign in during the designated MCLE registration period. This activity is approved for Minimum Continuing Legal Education credit by the State Bar of California. BASF is a certified provider: Provider #103

Accessibility

People with disabilities and/or special requests should contact BASF regarding reasonable accommodations.

When
5/20/2021 12:00 PM - 1:15 PM
Where
Online only CA
 

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