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Bar Association of San Francisco Events Calendar

The Bar Association of San Francisco presents
Minimizing California Individual & Fiduciary Income Tax

November 11, 2019: 12:00 pm - 1:15 pm
MCLE Credits - 1 H, in Estate Planning & Probate Trust Specialization Credit
This is a brown bag luncheon.
Past Event:
This information is about a past event.
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Register For Live Webcast

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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

Location

Online Only

Schedule

Program: 12:00 - 1:15 p.m.

Event Code: R190088

Questions about our seminars and the registration process?

Past Event:
This information is about a past event.
View current Events Calendar

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