October 19, 2023


6 Total CPE Credits


Webinar (CA): Estate Planning Strategies Using Irrevocable Trusts 2023

  • Instructor

    James Gardner

Learning Objectives

• Determine the changing estate and trust planning environment
• Recognize the opportunities in the gift, estate, and income tax treatment of irrevocable trusts
• Identify the benefits of a deeper understanding of advanced trust planning

Major Topics

• President Biden's campaign promises and historical positions on estate planning
• The gift, estate, and income tax treatment of irrevocable trusts
• The benefits of spousal lifetime access trusts (SLATs), grantor retained interest trusts (GRATs and GRUTs), qualified personal residence trusts (QPRTs), life insurance trusts (ILITs), domestic asset protection trusts (DAPTs), dynasty trusts, and retirement trusts

CPE Credits Available

Total CPE

Things to Know About This Course

Course Level

  • Advanced


Basic knowledge of the taxation of estates, gifts, and trusts

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, CFPs, trust officers and other financial professionals.


California CPA Education Foundation

Register For This Event

  • COCPA Member

    $ 239 239
  • COCPA Non-Member

    $ 309 309
    Your Price

Please login to register.