Advanced Planning — A Decade in Review: What Have We Learned Over the Last Decade and Where We Are Headed (As seen in CA T&E Quarterly)

Thursday, October 21, 2021
12:00-1:00 p.m.
Via Zoom

We are excited to present San Mateo County attorneys Melissa Karlsten and Chelsea Suttmann who will provide an overview of the estate and transfer tax changes over the last decade, considerations for future advanced planning, and an exploration of various techniques presently available to estate planners.

Cost: Cost is $20 per person for members of the SMCBA Estate Planning Section and $30 for others. Cost includes 1.0 hours of MCLE.

Registration: Please log in on the SMCBA website to register for this event. If you wish to pay by check, please still register online first and send your check payable to SMCBA, to: 333 Bradford St., Ste. 150, Redwood City, CA 94063. Attn: Events. *Please note for which event you are paying and the name of the attendee.

Logistics: Your Zoom credentials will automatically be emailed to you shortly after you register online, as well as the day and hour before the event. Please note that you’ll need to be logged into a Zoom account to join the webinar. The written materials for the webinar will be emailed to attendees the day before and morning of the event. 

Contact Info for this Event: For questions about this event, please email or fax (510) 588-4543.

Cancellations must be received at least 48 hours prior to the event for a full refund of the registration fee. If you do not cancel within 48 hours or do not show up to the event, you will be charged the full amount.