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Sessions | Instructor | Event Registration |

Event Information

SD Estate Planning Virtual Forum | K2150820
Date: August 25 — 26, 2020
Event Start time: 8:30 AM   End time: 12:15 PM
Location: San Diego Area

Facility: Virtual Meeting

 


Member:       $0
Nonmember: $15

CPE Credits:



The CalCPA San Diego Estate and Financial Planning Committee is proud to host a virtual forum to highlight the region's best and brightest estate and trust professionals. This two day, multiple speaker forum will address the trends that impact your practice and will provide a space to connect with others in the industry, from the comfort of your home or office. Join virtually and experience the full breadth of knowledge CalCPA San Diego has to offer. Registration is required and is complimentary for members. No CPE is provided. 
Objectives:
August 25, 2020 - Day One
 
8:15 am | Sign on 
8:30 am - 8:40 am | Introduction
8:40 am - 9:30 am | 2020 Fiscal Cliff Planning | Nancy Henderson
9:30 am - 10:20 am | Hot Topics on FLPs and LLCs | Lou Mezzullo
10:20 am - 10:30 am | Break
10:30 am - 11:20 am | How To Assemble the Right Business Succession and Execution Team | Peter Merrick 
11:20 am - 12:10 pm | How To Increase Synergy with Family Office Professionals | Dawn Hall Cunneen
12:10 pm - 12:15 pm | Conclusion
 
August 26, 2020 - Day Two 
8:15 am | Sign on
8:30 am - 8:40 am | Introduction
8:40 am - 9:30 am | Asset Protection Planning in Uncertain Times | Jacob Stein
9:30 am - 10:20 am | Trust Accounting for CPAs | Lisa Frisella
10:20 am - 10:30 am | Break
10:30 am - 11:20 am | Interpreting Trustor Intent in the State of California | Shirley Kovar 
11:20 am - 12:10 pm | Challenges of Being a Trustee & How to Help Trustees of Blended Families | Jennifer McGibbons
12:10 pm - 12:15 pm | Conclusion
 
 

Major Subjects:
Estate and trust planning

Level of Difficulty:
Overview

Prerequisites:
None

Designed For:
All CalCPA members, guests and non members interested in estate planning. 

Advanced Prep:
Knowledge of estate planning

Event Notes:
This two day forum will be held via Zoom Conference Services. Log on credentials will be emailed the day before the event begins. You are encouraged to attend both days and each session but feel free to sign on for specific topics as well.