December 28, 2023


4 Total CPE Credits


Webinar (CA): The Generation-Skipping Transfer Tax And Dynasty Trusts 2023

  • Instructor

    James Gardner

Learning Objectives

Determine how the GST tax is calculated and how it relates to the estate and gift tax Recognize language in estate planning documents that warrants allocation of the GST tax exemption and making the Reverse QTIP election Identify opportunities to establish Dynasty Trusts to possibly avoid transfer taxes for generations to come

Major Topics

• Calculation of the GST tax, and how it relates to the estate tax and gift tax
• Direct skips, taxable distributions, and taxable terminations
• GST tax allocations, Reverse QTIP election, and Exempt and Nonexempt Trusts
• Calculating the benefit of and designing Dynasty Trusts

CPE Credits Available

Total CPE

Things to Know About This Course

Course Level

  • Overview


An understanding of estate and gift tax principles

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, bankers, financial professionals, insurance professionals, enrolled agents and professional staff.


California CPA Education Foundation

Register For This Event

  • COCPA Member

    $ 159 159
  • COCPA Non-Member

    $ 209 209
    Your Price

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