Thursday, October 20, 2022

Via Zoom at 12:00pm

Description: Mr. Hepworth, Mr. Steady, and Ms. Knight will provide an overview of the rules governing California taxation of individuals and trusts, as well as various strategies for minimizing and deferring California taxation, including through trusts located in more tax favorable jurisdictions

Cost: $20 per person for members of the SMCBA Estate Planning Section and $30 for Members and Non-Members; 1.0 General MCLE Credit included.

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 meeting. The written materials for the webinar will be emailed to attendees the morning of the event. 

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.