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The Tax & Estate Planning Forum Registration
   
Order Materials from the 37th Annual Forum
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Materials Available
1 - Green: Confronting the Issues of Substance Abuse [1-hour Substance Abuse Credit] 1 Hr $39.00
2 - Hester: Diversity and Inclusion In The Legal Profession [1-hour Elimination of Bias Credit] 1 Hr $39.00
3ABC - Schoenblum: Trusts Without Borders 3 Hrs $117.00
4 - Fisher: Blockchain and the Law 1 Hr $39.00
5 - Sobowale: Changes and Opportunities of Technology and the Law [1 Ethics Credit] 1 Hr $39.00
6 - Boxx: Ethical Considerations in Representing Spouses in Estate Planning [1 Ethics Credit] 1 Hr $39.00
7 - King: The Portability Election and Revenue Procedure 2017-34 1 Hr $39.00
8 - Fleming: Representing Clients with Diminished Capacity 1 Hr $39.00
9ABC - Choate: How to Do Estate Planning for Retirement Benefits 3 Hrs $117.00
10 - Baker: Self-Directed IRAs: A Legal and Tax Quagmire 1 Hr $39.00
11 - Kohlmann: California 2017 Legislation Affecting Estate Planning, Trusts, and Probate 1 Hr $39.00
12 - Thoreen: Enforcing Arbitration Clauses in Wills and Trusts 1 Hr $39.00
13 - Schiller: Estate Tax and Gift Tax Return Compliance 1 Hr $39.00
14 - Sobowale: Ethical Considerations of Technology in the Legal Profession [1Hr Ethics Credit] 1 Hr $39.00
15 - Lebeau: California Real Property Taxation: Parent Child Exclusion 1 Hr $39.00
16 - Boxx: Fiduciary Duties in the Family Owned Business Context [1Hr Ethics Credit] 1 Hr $39.00
17 - Earhart and Prouty: Family Dynamics: Problem Children 1 Hr $39.00
18 - King: The “Electing Small Business Trust” and “Qualified Subchapter S Trusts” Elections 1 Hr $39.00
19 - Lebeau: CA Real Property Taxation: Changes of Ownership Issues Involving Business Entities 1 Hr $39.00
20 - Sanger: Fiduciary Accounting 1 Hr $39.00
21 - Stack: This Is Your Grandfather’s 529 Account: Maximizing The Value of 529 Plans 1 Hr $39.00
22 - Lafaye & Sacks: Using Housing Wealth to Improve Financial and Tax Outcome in Retirement 1 Hr $39.00
23 - Schiller: Succession of the Closely-Held Business: From the Heart to the Wallet 1 Hr $39.00
24 - ABC Donaldson: 2017 Federal Tax Update 3 Hrs $117.00
Paper Materials
I would like to purchase the paper materials available in a printed and labled binder for $150.00
Complete Set of Forum Materials and Audio presentations MP3, $810.00
I would like to purchase The Forum Program Materials and Audio presentations in digital format for $810.00
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