Tax Considerations of Trust Decanting Modifications

The Estate Planning, Probate and Trust Section presents

Tax Considerations of Trust Decanting and Modifications

 
Date Wednesday, December 1, 2021
Program 12:00 - 1:15 p.m.
MCLE 1 Hour in Estate Planning

This presentation will provide an overview of the income and wealth transfer tax and reporting considerations involved in a
trust decanting, with a brief discussion of the tax considerations of other trust modifications. A basic understanding of trust
decanting and other modifications will be assumed. 

Speakers

Brian P. Tsu
Higgs|Fletcher|Mack

Moderator

 Erika L. Yuen
Yuen & Yuen
Prof. Law Corp.

 


Event Code: G210515

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Cost

 FREE BASF Law Student
 $35 Section Member
 $45 BASF Member
 $60 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.

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Substitution, Cancellation, and Refund Requests

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If you are unable to attend, you may send a substitute. Please complete the Event Cancellation Form.

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

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