October 25, 2023


4 Total CPE Credits


Webinar (CA): Nuts & Bolts of Estate Planning: Practical Modeling 2023

  • Instructor

    Jacqueline Patterson

  • Instructor

    David Gaw

Learning Objectives

• Determine client transfer and income tax projections and the need for advanced planning
• Identify the pros and cons of various strategies
• Recognize and use different advanced estate planning strategies
• Calculate and project results for particular advanced strategies
• Identify modeling scenarios for individual client needs

Major Topics

• Modeling Examples for the Qualified Personal Residence Trust (QPRT)
• Modeling Example for the Grantor Retained Annuity Trust (GRAT)
• Modeling Examples of Intentionally Defective Grantor Trust (IDGT ) with Variations
• Modeling Examples of Intentionally Defective Grantor Trust (IDGT ) with Property Tax Issues
• How to Build Flexibility into Strategies to Respond to Changing Circumstances

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.