Tax Law Courses

Available Programs:

Holding Real Property in a Trust Series: QPRTs and QDOTs – 1 hr
Is the A/B Trust Model Still Viable? – 1.25 hr
2017 Top 20: Estate Planning & Administration, Los Angeles Session – 1.5 hrs
Tax Law Changes In Response To The Coronavirus Pandemic- .5 hr
The 42nd Annual UCLA/CEB Estate Planning Institute: Federal Tax Developments – 1.5 hrs
The 42nd Annual UCLA/CEB Estate Planning Institute: The International Client – 1.50 hrs
The 42nd Annual UCLA/CEB Estate Planning Institute: California Fiduciary Income Taxation – .75 hrs
The 42nd Annual UCLA/CEB Estate Planning Institute: The SECURE Act – .75 hrs
The 42nd Annual UCLA/CEB Estate Planning Institute: I’m Sorry, Dave, I’m Afraid I Can’t Do That – 1.5 hrs
The 42nd Annual UCLA/CEB Estate Planning Institute (2020) – 11.50 hrs
The 41st Annual UCLA/CEB Estate Planning Institute: Creditor Protection Planning Without the Asset Protection Trust – 1.5 hrs
The 41st Annual UCLA/CEB Estate Planning Institute: Tax Reform & Divorce – 1.5 hrs
The 41st Annual UCLA/CEB Estate Planning Institute: The Impact of Changing Family Demographic Trends on Estate Planning: It’s All in the Family: What’s a Family? – 1 hr
Gaw on Subtrust Funding (2019) – 5.75 hrs
The 41st Annual UCLA/CEB Estate Planning Institute: Choice of Entity in Light of 2017 Tax Law Changes & California Property Tax Considerations in Choice of Entity – 1.5 hrs
The 41st Annual UCLA/CEB Estate Planning Institute: Federal Tax Developments – 1.5 hrs
Top 10 Things Estate Planners Need To Know About Planning for Retirement Assets – 1.5 hrs
Using Trusts as a Designated Beneficiary of an IRA – 1 hr
Key Developments in Estate Planning 2018 (San Francisco) – 1.5 hrs
Estate Planning and Administration: 2016 Year in Review – 3 hrs
So What Does Portability of the Estate Tax Exemption Mean? – 1 hr
Federal Estate Tax Returns: A Practical Overview – 2 hrs
The Basics 2018: The Fundamentals of Representing Businesses – 1.5 hrs
The Basics 2018: Entity Formation – 1.5 hrs
Conservation Easements: Tax Benefits, Effective Drafting, and Enforcement – 1.5 hrs
Representing the Startup: Organizing the New Enterprise – 1.5 hrs
Representing the Startup: Tip, Traps and Trends in Early-Stage Financing – 1.5 hrs
Basics of Estate Planning: Tax Issues – 1.5 hrs
Tax Cuts and Jobs Act and California Family Law – 1 hr
LLC Operating Agreements – 1.5 hrs
EPI 2018: Avoiding the Knot: Estate and Tax Planning for Unmarried Couples – 1.5 hrs
EPI 2018: Decanting Trusts and Directed Trusts – 1.5 hrs
What All California Attorneys Should Know About the Tax Cuts and Jobs Act (Free Program) – 1.5 hrs
Representing Charitable Nonprofits: Helping Nonprofits Engage with Confidence in Ongoing Operations – 1.5 hrs
Representing Charitable Nonprofits: Formation and Exemption – 1.5 hrs
Understanding Tax Basis – 1.5 hrs
2017 Top 20: Estate Planning and Administration – 1.5 hrs
Trustee Best Practices – 1.5 hrs
Transferring Real Property – 1 hr
Real Property Basics for Estate Planners – 3 hrs
The Revocable Trust Drafting Process – 3 hrs
Understanding Prohibited Transactions and Self-Directed IRAs – 1.5 hrs
Tax Penalties – 1.25 hrs
Securities Law Issues Relevant to Common Estate Planning Transactions – 1.5 hrs
Basis Consistency – 1.25 hrs
Gaw on Subtrust Funding – 6.0 hrs
Real Property Tax Assessments and Reassessments – 1.5 hrs
Gaw on Administering the Moderate Single-Settlor and Married Person Trust (Advanced Course of Study) – 6.0 hrs
The Basics: Post-mortem Trust Administration – 1.5 hrs
Tax Planning and Compliance for Individuals Who Change Citizenship or Immigration Status – 1 hr
Tax and Estate Planning Considerations for Foreign Persons Owning U.S. Assets – 1 hr
International Estate Planning for U.S. Citizens Owning and Acquiring Foreign Assets – 1 hr
Leaving on a Jet Plane? Tax and Tax-Related Considerations for Individuals Moving into or out of California – 1.25 hrs
Asset Sales after the Surviving Spouse’s Death: Are Traditional Bypass Trusts Still Viable? – 1.25 hrs
Documenting the Sale: Seller Financing – 1 hr
Irrevocable Trusts and Their Benefits – 1 hr
EPI 2015 – Gift Taxes: Disclosure, Penalties, and Statutes of Limitations – Avoiding a Blank Check for the Internal Revenue Service – 1 hr
EPI 2015 – International Estate Planning: Owning Assets in a Foreign Country – 1.5 hrs
EPI 2015 – Bifurcating Trustee Duties: Drafting, Tax, and Administrative Considerations – 1.5 hrs
Fiduciary Accounting, from Zero to 16375 in Three Hours – 3 hrs
Complications with Inheriting an IRA – 1.0 hrs
The GAW SYSTEM Approach: The Art of High-End Estate Planning – 6 hrs
Tax Consequences of Owning Property in a Foreign Jurisdiction: Canada and Mexico – 3 hrs
Gaw on Trust Administration After Death of First Spouse – 5 hrs
What’s New: 1031 Exchanges – 3 credit hours
Tax Planning for the Multinational Family – 1 hr
Key Developments in Estate Planning (2019) – 1.5 hrs