October 27, 2023


8 Total CPE Credits


Webinar (CA): Estate Planning: A Comprehensive Overview 2023

  • Instructor

    Kenneth Kossoff

Learning Objectives

• Identify tax and non-tax estate planning objectives
• Recognize the impact of our legal system on planning and lack of planning with respect to probate, wills and trusts
• Recognize common issues from basic to advanced gift and estate tax planning
• Identify the skills to deal with gift and estate tax problems, as well as the human impact of client planning

Major Topics

• Intestate succession and probate administration
• Holding title to assets
• Lifetime asset transfers and testamentary asset transfer planning
• Structures to avoid or minimize transfer taxes
• Living trusts, including A-B and A-B-C, life insurance trusts, terminating irrevocable trusts, use of trust protectors, trust administration during incapacity and post-mortem

CPE Credits Available

Total CPE

Things to Know About This Course

Course Level

  • Basic



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

Tax professionals, CPAs, attorneys and emerging professionals.


California CPA Education Foundation

Register For This Event

  • COCPA Member

    $ 299 299
  • COCPA Non-Member

    $ 399 399
    Your Price

Please login to register.