Pacific Currents: State Law and Tax Updates & Essentials
Fox Rothschild presents a 12-part series of CE programs tailored to California, Washington and Nevada-based estate planning, trust and probate attorneys and fiduciaries. The focus of this platform will be on current developments in substantive state law.
The series offers monthly WebEx training sessions designed to help you swim with the tides and keep up with current trends in the industry.
TRUSTOR'S ESTATE PLAN: PLANNING, PROVISIONS AND IMPLEMENTATION
Noon - 1 pm PT, June 8, 2018
CALIFORNIA INCOME TAXATION OF DEPARTING RESIDENTS AND THEIR TRUSTS
Noon - 1 pm PT, July 13, 2018
If you are drafting or establishing California trusts for income-tax-sensitive clients, you might want to rethink your trustee selection clauses. Mistakes here, at a 13.3% fiduciary income tax, can be costly to your clients and, possibly, you. Non-residents do not understand why they should pay 13.3% on their income, when they have little or nothing to do with California. That sentiment does not change simply because the non-resident once lived in California, or had a parent living in California, who bequeathed them some appreciating assets. In this session, Edwin P. Antolin and Peter S. Myers discussed the changing landscape of the resident-non-resident departing Californian, the resident-non-resident trust, and how planners can fairly easily avoid the issue by proper drafting.
DEVELOPMENTS IN RUFADAA
Noon - 1 pm PT, August 10, 2018
August's session will explore how digital assets are handled in the event of an incapacity or death. It is no longer enough to provide a list of secret passwords in a sealed envelope - a different user than the account holder may violate the user agreement and result in suspension or loss of the account and/or assets. This is beyond author's rights, and deals with online banking, cryptocurrency, original compositions of any sort - literary, artistic, musical or combinations - family photos and mementos, online businesses, subscriptions and so forth. The speakers will discuss developing a plan for handling these assets and strategies to keep it updated.
PRESERVING THE CALIFORNIA PROPERTY TAX BASE BY AVOIDING CHANGES IN OWNERSHIP & ASSERTING EXCLUSIONS
Noon - 1 pm PT, September 14, 2018
WHAT IS HEMS IN CALIFORNIA?
Noon - 1 pm PT, October 26, 2018
BLENDED FAMILY PLANNING AND ADMINISTRATION
Noon - 1 pm PT, November 9, 2018
THE ALPHABET SOUP OF ESTATE PLANNING: ADVANCED PLANNING FOR BEGINNERS
Noon - 1 pm PT, December 14, 2018
DEVELOPMENTS IN VALUATION & APPRAISALS
Noon - 1 pm PT, February 1, 2019
UPDATE ON ABLE ACCOUNTS AND THEIR USE
Date to be determined.
REGIONAL TRUSTS & ESTATES CASE LAW UPDATE
Noon - 1 pm PT, March 8, 2019
Topics include: Updates to relevant California, Nevada and Washington law
COMMUNICATING WITH BENEFICIARIES: CONFIDENTIALITY, DISCLOSURES & LINES OF COMMUNICATION
Noon - 1 pm PT, April 12, 2019
DEVELOPMENTS IN HEGGSTAD, UKKESTAD & PC 850 PETITIONS
Noon - 1 pm PT, May 17, 2019
Register for the full course here.
Agenda is subject to change.
For Members: Online Course Access
*Please note there is a cost to attend.
