Estate Planning and Asset Protection in the Age of Uncertainty (October 27)
Wednesday, October 27
10:00 a.m. to 11:00 a.m. Pacific Time
We will cover the estate planning topics that everyone seems to be discussing right now:
- How to plan for the possible reduction in the exemption
- Consider the scheduled sunset of the exemption
- Understand how the possible elimination of the basis step-up on death affects planning now
- Learn about the impact of inflation and possible value erosion
- Integrate asset protection into estate planning
- Grasp common asset protection strategies and how to protect assets from personal guarantees
|EA||1 Federal Tax|
|CRTP (CTEC)||1 Federal Tax|
|Attorney||.75 General MCLE/Tax Specialization|
Course level: Intermediate
General knowledge of estate planning and asset protection required.
Attendees of Spidell’s 2021 Trust Webinar Series are not eligible for this course.
ATTENTION CRTPs (CTEC): In order for your courses to be reported in the registration period ending Sunday, October 31, 2021, your exam must be submitted no later than 11:59 p.m. Pacific Time on Sunday, October 31, 2021. Any exams submitted before 4:00 p.m. Pacific Time on Friday, October 29 will be reported the same day. Any courses completed after that time will not be reported until Monday, November 1, 2021.
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This course is part of Spidell’s 2021 Trust Webinar Series. Build your trust business with everything from basic to complex.
Enter current special offer information here.
Jacob Stein, Esq., is the managing partner at Aliant, LLP. He specializes in structuring international business transactions, complex U.S. and international tax planning, and asset protection planning. Jacob received his law degree from the University of Southern California and a Master of Laws in Taxation from Georgetown University. He has been accredited by the State Bar of California as a Certified Tax Law Specialist. Jacob is AV-rated (the highest possible rating) by Martindale-Hubbell, and has been named “A Super Lawyer” by Los Angeles Magazine and one of “America’s Most Honored Professionals 2016” by the American Registry.
Jacob is a frequent lecturer to various attorneys, CPAs, and other professional groups, and teaches over 50 seminars per year. For the past 10 years, Jacob has been an adjunct professor with the graduate tax program at California State University, Northridge.
Michelle is a Certified Specialist Estate Planning, Trust & Probate Law by the California State Bar Board of Legal Specialization. Michelle, known as “the attorney with a heart,” received the Top Attorney in Northern California 2019 and 2020 and Top Women Attorneys award in Northern California 2019 and was voted “#1 Favorite Lawyer for Marin and Sonoma Counties” by the “J.” Newspaper Readers’ Poll 2007. Michelle was also selected for inclusion in the 2009, 2010, 2017- 2020 California Super Lawyers, a selection limited to only 5% of the lawyers in the entire State. A recognized leader in estate planning, Michelle was past president of the Estate Planning Section of the Marin County Bar Association. She is the founder and co-chair of the Estate Planning Section Mentor Group, a monthly meeting of estate planning professionals. Having just released the Third Edition of her book, Create Your Best Legacy, Michelle stays current on laws and trends and is dedicated to sharing her knowledge. A featured commentator on radio and television and a much sought-after professional speaker, Michelle is passionate about helping people reach their estate planning goals. A star attorney and student, she obtained her Degree of Bachelor of Arts magna cum laude from the University of California at Los Angeles and her Degree of Juris Doctor from the University of Southern California, where she received an AmJur Award.
- 1 hour of CPE for one attendee
- Searchable e-version of the PDF manual and PowerPoint slides
- One person may watch and listen on one computer
- Purchase the live webinar, if you are unable to attend for any reason, we will automatically transfer you to the on-demand version.
- Add CPE for only $20 per additional attendee (additional CPE attendees must take an exam to receive credit). Please contact our customer service department to register for additional CPE at (714) 776-7850.
Can’t attend the live webinar?
Order the on-demand version instead.
You must have computer speakers to listen to this webinar.
Prefer to order via phone?
Give us a call at (714) 776-7850 from 7:00 a.m. to 5:00 p.m. PT. Our friendly customer service representatives are available to assist you.
Guarantee of excellence
Your satisfaction is our priority. If you are not completely satisfied with this course in any way, we will provide you with a full refund.
Please contact our Customer Service department at (714) 776-7850 to cancel the webinar or switch to the on-demand version. No refunds will be issued after noon the day before the webinar.
Everything you need to know about Spidell webinars
Take advantage of the convenience of Spidell webinars and get the most practical tax CPE without leaving your office.
This webinar is designed to meet the requirements for the specified number of hours of continuing education. This webinar has been designed to meet the requirements of the IRS Return Preparer Office; including sections 10.6 and 10.9 of Department of Treasury’s Circular No. 230 (Provider No. CRA7E); the California State Board of Accountancy; the California Bar Association; and the California Tax Education Council. This does not constitute an endorsement by these groups. The state boards of accountancy have final authority on the acceptance of individual courses for CPE credit. For more information regarding administrative policies such as complaints or refunds, contact Spidell Publishing at 714-776-7850. Spidell Publishing, Inc. has been approved by the California Tax Education Council to offer continuing education courses that count as credit towards the annual “continuing education” requirement imposed by the State of California for CTEC Registered Tax Preparers. A listing of additional requirements to renew tax preparer registration may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA 95812-2890, or by phone at 877-850-2832, or on the internet at www.CTEC.org.
Spidell Publishing, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. This webinar is designed to meet the requirements for 1 hour of continuing education for the California Board of Accountancy. Level: Intermediate. Field of Study: Taxes. Delivery method: Group Internet Based. For more information regarding administrative policies, such as complaints or refunds, contact Spidell Publishing at (714) 776-7850. General knowledge of estate planning and asset protection required.