January 18, 2024


2 Total CPE Credits


Webinar (CA): Advanced Planning With Trusts 2023

  • Instructor

    Jacob Stein

Learning Objectives

• Identify income tax, gift tax and estate tax aspects of various types of trusts.
• Recognize how to avoid Proposition 13 reassessment and how to avoid the trigger of the due on sale clause.
• Recall estate planning and asset protection planning uses of different trusts.
• Identify advanced tax, estate, succession, retirement, special needs and asset protection planning using trusts.
• Recognize common obstacles and pitfalls, such as selection of trustee and property tax reassessment, and how to plan around them.

Major Topics

• Trust obstacles and pitfalls
• Revoking irrevocable trusts
• Trust protectors
• Estate planning through trusts
• Tax planning with trusts
• INGs and IDGTs
• Asset protection through domestic and foreign trusts

CPE Credits Available

Total CPE

Things to Know About This Course

Course Level

  • Advanced


General knowledge of income, estate and gift taxes.

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 and financial planners.


California CPA Education Foundation

Register For This Event

  • COCPA Member

    $ 89 89
  • COCPA Non-Member

    $ 119 119
    Your Price

Please login to register.