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Bar Association of San Francisco Events Calendar

The Estate Planning, Probate and Trust Section presents
Minimizing California Individual & Fiduciary Income Tax

September 4, 2019: 12:00 pm - 1:15 pm
MCLE Credits - 1 H, in Estate Planning & Probate Trust Specialization Credit
This is a brown bag luncheon.
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Speakers
Dan Schrauth
Managing Director, J.P. Morgan Private Bank

Gigi Orta
Executive Director, J.P. Morgan Private Bank

Ray Thornson
Managing Director, Andersen Tax

Emerson DuBois
Managing Director, Andersen Tax

Clients continue to be focused on ways to minimize or eliminate California income tax • both personally and for irrevocable trusts. Through the use of case studies, we will review a number of recurring scenarios.

Topics
• Domicile and how to respond to the client who asks: “Can I move out of CA?”
• Structuring non-grantor irrevocable trusts to defer or eliminate CA tax
• Modifying existing out-of-state irrevocable trusts
• CRTs as a state income tax minimization technique
• ING trusts
• The importance of timing

Section Chair: Eli R. Coffino, Freeland Cooper & Foreman LLP

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Location

BASF Conference Center
301 Battery Street
3rd Floor
San Francisco, CA 94111
Directions

Schedule

MCLE Registration: 11:30 a.m. - 12:00 p.m.
Program: 12:00 - 1:15 p.m.

Cost

BASF Student MemberComplimentary
Section Member$30.00
BASF Member$40.00
Government$40.00
Nonprofit$40.00
Non-Member$55.00

Note: All prices increase by $10.00 on the day of the program.

Event Code: G190509

Questions about our seminars and the registration process?

Register for this Event
Fax or Mail your registration: Registration Form ( PDF)

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