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Mar. 22 Luncheon Seminar - Heckerling Update
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Laurelle Gutierrez, Charles (Chuck) Packer and Mark Shepherd will cover points discussed at the recent Heckerling Institute on Estate Planning.

3/22/2018
When: 12:00 PM
Where: Marriott Santa Clara
2700 Mission College Blvd
Santa Clara, California  95054
United States
Presenter: Laurelle Gutierrez, Chuck Packer, and Mark Shepherd
Contact: Jim Griffiths


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What the Heck Just Happened, in DC on 12/22, Near Disney (Heckerling) a Month Later and Now in California?

Are the Heckerling powers-that-be clairvoyant so pushed Heckerling dates back in order to digest the new Tax Act or was it just a scheduling change? In any event, Laurelle Gutierrez, Chuck Packer and Mark Shepherd will attempt to cram 30+ hours of the latest thinking from the 52nd Annual Heckerling Institute on Estate Planning into 1.5 hours. Topics not limited to: Choice of Entity; Basis; Dynasty Trusts; What Happens up to and after December 31, 2025; Decanting; Community Property; LLC’s, Life Insurance; Charitable Planning. Time permitting, the panel will also discuss what trends are emerging with their California-based clients.

Cost: SVBA: $65 Non-Members: $80

MCLE: General MCLE Credit: 1 Unit; Estate Planning Specialization MCLE Credit: 1 Unit

Due to financial commitments to the venue, we cannot offer refunds after March 19, 2018

more Calendar

4/23/2018
April 23 Dinner Seminar: Proposition 13 Change in Ownership for Estate Planners

5/2/2018
May 2 Dinner Seminar: Tax Law with Professor Samuel A. Donaldson

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