Audio CD + Course Book

Tax Strategies for Estate, Retirement and Financial Planning

Audio CD + Course Book

Copyright Date:

January, 2018

Product ID#:

78118CDRA

Audio + Course Book

Credit Information

Continuing Legal Education

  • CA CLE - 6.75
From Event: Tax Strategies for Estate, Retirement and Financial Planning, held January 2018.

Program Description

Expand your arsenal of tax planning tools with the latest and the most effective techniques! This comprehensive guide walks you through basis enhancing strategies, asset protection mechanisms, recent tax planning trends, regulatory updates and more. Protect your clients from undue tax burdens from cradle to grave - order today!

Course Content

  1. Top Lifetime Transfer Strategies to Reduce Taxes
  2. Tax Planning With Life Insurance
  3. Valuation of Assets: How to Protect Clients From Tax Penalties
  4. Using LLCs and Partnerships (Pass-Through Entities) to Your Client's Advantage
  5. Tax Strategies in Retirement Planning
  6. Using Spousal Protections and Minimizing the Effects of Divorce
  7. Trusts: Top Designs for Tax Reduction
  8. Charitable Giving as a Tax Tool
  9. Legal Ethics in Tax Practice
  10. Cross-Border Tax Issues Every Estate Planner Needs to Know

Continuing Education Credit

Continuing Legal Education – CLE: 6.75 CA - Credit Approval Expiration 01/29/2020 *


* denotes specialty credits

Agenda / Content Covered

  1. Top Lifetime Transfer Strategies to Reduce Taxes
    8:30 - 9:10, Written by Joshua Driskell and Boyd D. Hudson. Presented by Joshua Driskell in Santa Ana, and Joshua Driskell and Boyd D. Hudson in Pasadena.
    1. Estate Inclusion Techniques
    2. Tax Basis: Obtaining, Maximizing and Reporting
    3. Tools That Minimize Both Estate and Income Tax
  2. Tax Planning With Life Insurance
    9:10 - 9:50, Written by Joshua Driskell and Boyd D. Hudson. Presented by Joshua Driskell in Santa Ana, and Joshua Driskell and Boyd D. Hudson in Pasadena.
    1. Key Life Insurance Policies Affecting Estate Plans
    2. Taxation of Life Insurance Proceeds
    3. Charitable Giving Using Life Insurance
    4. Life Insurance Trusts
  3. Valuation of Assets: How to Protect Clients From Tax Penalties
    9:50 - 10:30, Written by Shane Read. Presented by Shane Read in Santa Ana and Pasadena.
  4. Using LLCs and Partnerships (Pass-Through Entities) to Your Client's Advantage
    10:45 - 11:25, Written by Shane Read. Presented by Shane Read in Santa Ana and Pasadena.
    1. Use of LLCs in Asset Protection
    2. Minimizing Transfer Taxes
    3. What Estate Planners Need to Know About Taxation of Pass-Though Entities
  5. Tax Strategies in Retirement Planning
    11:25 - 12:15, Written by Afshin A. Asher. Presented by Afshin A. Asher in Santa Ana and Pasadena.
    1. Inherited IRAs - Maximizing the Stretch
    2. Making Sure Disability and LTC Planning Doesn't Interfere With Transfer Tax Planning Techniques in Place
  6. Using Spousal Protections and Minimizing the Effects of Divorce
    12:15 - 12:50, Written by Marin Bradshaw. Presented by Marin Bradshaw in Santa Ana and Neal B. Jannol in Pasadena.
    1. Spousal Share Shortcomings
    2. How Lifetime QTIPs are Used Today
    3. Protecting Clients From Ex-Spouses
  7. Trusts: Top Designs for Tax Reduction
    1:50 - 2:20, Written by Neal B. Jannol. Presented by Daniel C. Lorenzen in Santa Ana and Neal B. Jannol in Pasadena.
  8. Charitable Giving as a Tax Tool
    2:20 - 2:55, Written by Marin Bradshaw and Neal B. Jannol. Presented by Marin Bradshaw in Santa Ana and Neal B. Jannol in Pasadena.
    1. Choice of Assets in Charitable Giving
    2. Designing Charitable Gifts of Family Business Interests
    3. Making the Best use of Charitable Trusts - CRTs and CLTs
    4. What Estate Planners Need to Know About Non-Profits and UBTI
  9. Legal Ethics in Tax Practice
    2:55 - 3:55, Written by David Berardo. Presented by David Berardo in Santa Ana and Pasadena.
    1. Fiduciary Liability and Circular 230
    2. Multiple Representation: Spouses and Other Family Members
    3. Protecting Client Privacy
    4. Communicating With Clients and Wealth Advisors
    5. Attorneys Using Social Media to Generate Clients
  10. Cross-Border Tax Issues Every Estate Planner Needs to Know
    4:10 - 4:40, Written by David Berardo. Presented by David Berardo in Santa Ana and Pasadena.
    1. Foreign Assets Reporting
    2. Including Foreign Income and Assets in Estate Plans
    3. Strategic use of Domestic Trust Jurisdiction Choice
    4. International Tax Basics

AFSHIN A. ASHER is the founder of Asher Law Group, APC, where he limits his practice to the related areas of estate planning and administration, asset protection planning, probate, and business succession planning. Mr. Asher is certified as a legal specialist in estate planning, trust and probate law by the State Bar of California Board of Legal Specialization. He is a member of the State Bar of California (member, Trusts and Estates Section and Taxation Section), Beverly Hills Bar Association (member, Estate Planning and Probate Section) and the Beverly Hills Estate Planning Council. Mr. Asher earned his B.S. degree from the University of Southern California; his J.D. degree, cum laude, from Southwestern University School of Law; and his LL.M. degree in taxation from Golden Gate University (with honors). (Santa Ana and Pasadena locations)

DAVID BERARDO is a partner in the international law firm of DiMascio & Berardo, where his practice focuses on international business transactions, estate planning for multinationals, and asset protection for assets in the United States and abroad. Mr. Berardo is experienced in the formation and management of foreign trusts, corporations, and partnerships. He is a member of the tax and international law sections of several bar associations. Mr. Berardo earned his B.A. degree from Pomona College and his J.D. degree from the University of California at Los Angeles School of Law. (Santa Ana and Pasadena locations)

MARIN BRADSHAW is an estate planner at Murtaugh Meyer Nelson & Treglia LLP in Irvine, California. She focuses on trust administration, advanced estate planning, and planning for families with special needs. Ms. Bradshaw has assisted hundreds of Southern California families to create personalized plans to protect the people and things they care about most and see those plans through administration. She considers a lawyer’s primary role to be that of an educator. Ms. Bradshaw joined MMNT from the firm of Matsen Voorhees Mintz LLP, a boutique estate planning firm in Costa Mesa, California. She has been named a Rising Star by Super Lawyers for the past two years. Ms. Bradshaw takes personal pride in giving back to her professional and personal community, and she is actively involved in the Trusts and Estates Section of the State Bar of California, the J. Reuben Clark Law Society, and the Orange County Women Lawyer’s Association. Ms. Bradshaw earned her B.A. degree, with honors, and her J.D. degree, cum laude, both from Brigham Young University. (Santa Ana location)

JOSHUA DRISKELL is a partner with Primuth & Driskell LLP, where he practices in the areas of taxation, estate planning, probate and business law. Prior to forming Primuth & Driskell LLP, he worked for multi-state law firm Mockensturm Limited advising business, nonprofit agencies, and individuals on tax and business matters. Mr. Driskell is a member of the Pasadena Bar Association, Los Angeles County Bar Association (Trust and Estates Section), and State Bar of California (Trust and Estates Section and Taxation Section). He earned his bachelor’s degree from Bowling Green State University, his Masters of Business Administration from the University of Findlay, and his J.D. degree from the University of Toledo College of Law. (Santa Ana and Pasadena locations)

BOYD D. HUDSON is a partner in the Pasadena law firm of Adams, Hawekotte & Hudson practicing in the areas of federal and California tax planning, estate and financial planning, corporate and business planning and representation of taxpayers in tax disputes before taxing authorities. He is a frequent speaker on tax-related issues and a frequent contributor to the Los Angeles Daily Journal and The Tax Adviser. He is a member of the State Bar of California (member, sections on Taxation, Estate Planning, Trust and Probate Law) and the Pasadena Bar Association. In addition to being a certified public accountant, Mr. Hudson also is a certified specialist in taxation law, Board of Legal Specialization, State Bar of California. A cum laude graduate of Claremont Men's College, Mr. Hudson earned his J.D. degree from the University of California Los Angeles School of Law and his M.B.A. degree from the University of California Los Angeles Graduate School of Management. (Pasadena location)

NEAL B. JANNOL is a sole practitioner in Los Angeles at the Law Office of Neal B. Jannol. He has been an attorney for more than 20 years and concentrates his practice on sophisticated estate and tax planning for individual clients, the representation of individual and corporate fiduciaries, and the administration of estates and trusts. Mr. Jannol's experience includes drafting revocable and irrevocable trusts, business succession planning, premarital planning, charitable gift planning, and all aspects of estate administration and probate procedures. He is a member of the State Bar of California. Mr. Jannol earned his B.A. degree, magna cum laude, from the University of California at Los Angeles and his J.D. degree from the University of California at Berkeley, Boalt Hall School of Law. (Pasadena location)

DANIEL C. LORENZEN is an attorney with Venable LLP, where he counsels clients on all aspects of their estate planning needs, including the preparation of trusts and wills, tax planning, business succession planning, and family wealth transfers. Many of his clients have owned businesses in the agricultural, oil and gas, biotech, entertainment, and fashion industries. Mr. Lorenzen has advised on the implementation of strategies, including irrevocable life insurance trusts, generation skipping trusts, and sales to defective grantor trusts. He has also represented trustees, executors, and beneficiaries in the administration of trusts and estates, including the litigation and settlement of disputes between trustees and beneficiaries. Mr. Lorenzen is admitted to practice in California and before the U.S. Tax Court, as well as the U.S. District Court for the Eastern District of California. He earned his B.S. degree from Brigham Young University and his J.D. degree from the University of Michigan Law School. (Santa Ana location)

SHANE READ, CPA/ABV, CFE with Shane Read CPA Accountancy, specializes in business valuation and litigation support relating to financial issues. His experience encompasses a wide range of issues in family law and civil litigation, including business appraisals, tracing of separate property, income available for support, damage analysis, and uncovering unreported income and hidden assets. Mr. Read graduated with a M.S. degree in accounting from the University of Tampa and has been working in public accounting since 2007. While in Tampa, he gained three years of experience in external audit and income tax preparation. Mr. Read is licensed as a certified public accountant by the state of California. He has served as a court appointed expert under Evidence Code 730. He is a certified fraud examiner, and has been given the title of accredited business valuator by the American Institute of Certified Public Accountants. He appreciates the growth opportunities and challenges that business valuation and litigation support afford. (Santa Ana and Pasadena locations)

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Accreditation Details:

Continuing Legal Education

CA CLE: 6.75 Credit Approval Exp
01/29/2020
Includes - Ethics: 1.00
This activity has been approved for Minimum Continuing Legal Education credit by the State Bar of California and may qualify for up to 6.75 hours of self-study credit, of which 1.0 hour will apply to legal ethics self-study credit. NBI, Inc. certifies 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. NBI, Inc. is a State Bar of California approved MCLE provider - #53.


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