Earn 1 CLE, including Estate Planning Specialization Credit
BHBA Trusts & Estates Section
Income Tax Planning with Trusts: No Such Thing as a New Idea
Tuesday, July 20, 12:30 pm to 1:30 pm
This program is FREE for BHBA Members and $25 for Non Members
About the Program
After trusts were abused as income tax shelters in the early 20th Century, the government deployed a host of countermeasures. What remains of income tax planning with trusts in the current environment? We will explore the resurgence of nongrantor trusts, SLANTs, QSBS, basis management, jurisdictional planning, and charitable split interest trusts, with an eye for the income tax planning aspects of each.
Fox Rothschild LLP
About the Trusts & Estates Section
The Trusts & Estates Section is chaired by Jennifer Campbell and Megan Ferkel Earhart. Click here to find out more information about the Section.
About the Tax Section
The Tax is chaired by Michele F. L. Weiss. Click here to find out more information about the Section.
The Trusts & Estates Section and all of its programs is sponsored by:
MCLE CREDIT This activity has been approved for participatory Minimum Continuing Legal Education credit by the State Bar of California in the amount indicated on above on this flyer and the Beverly Hills Bar Association certifies that this activity conforms to the standards for approved education activities prescribed by the rules and regulations of the State Bar of California governing minimum continuing legal education. 

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