October 18, 2023


4 Total CPE Credits


Webinar (CA): Nuts & Bolts of Estate Planning: Analyzing Your Client's High End Needs 2023

  • Instructor

    Jacqueline Patterson

  • Instructor

    David Gaw

Learning Objectives

• Determine when a client's assets and estate planning goals warrant high end estate planning
• Identify the pros and cons of various strategies and which clients most benefit from high end estate planning strategies
• Recognize different advanced estate planning strategies and obstructions to such planning that involve age, economics, taxes or life situation

Major Topics

• A review of the current estate planning environment that impact high end estate planning
• Review of Current and Future Estate, Gift and GST Tax Exemptions
• Analyze Issues on the Death of an Individual or Second Spouse
• Spousal Issues that Impact High End Estate Planning
• Income Tax and Basis Issues
• Review of Advanced Strategies

CPE Credits Available

Total CPE

Things to Know About This Course

Course Level

  • Intermediate


An understanding of the basics of transfer and succession planning.

Advanced Preparation

This webinar is produced by CalCPA. You will receive your login link/instructions and Certificate of Attendance directly from this third-party vendor. It is important that you review your COCPA confirmation for details on receiving your login instructions and COA from said vendor.

Intended Audience

CPAs, attorneys, investment advisers and fiduciaries.


California CPA Education Foundation

Register For This Event

  • COCPA Member

    $ 159 159
  • COCPA Non-Member

    $ 209 209
    Your Price

Please login to register.