MCLE: Estate Planning: A Comprehensive Overview

Wednesday, September 20, 2017
12:15 p.m. — 1:15 p.m.

Attorneys looking to expand their practice or gain insight into an important area of law should attend this wide-ranging introductory course on estate planning. Learn the basics of wills, health care directives, general powers of attorney, trusts, gift and estate tax planning, and more.

Class covers:

  • Basics of wills and trusts
  • Planning for disability and illness
  • Transfer tax planning, and recent estate tax law changes
  • Life insurance trusts
  • Advanced planning strategies

Presented by:
Jacob Stein is a Partner at Aliant, LLP. He specializes in sophisticated estate and asset protection planning, and complex U.S. and international tax planning. He is a leading tax practitioner and speaker, an adjunct professor of taxation at the CSU Northridge Graduate Tax Program, and an instructor with the California CPA Education Foundation. He is the author of numerous books, scholarly articles and technical manuals. His most recent book, A Lawyer’s Guide to Asset Protection Planning in California (2d ed.), published in April of 2016, is the only legal treatise on asset protection specific to California.

Earn 1.0 hour general MCLE credit.

Registration fees: $35 
Non-refundable, payment reserves spot
Reduced-rate parking options available during registration

Photography / Videography:
If you register for this class, you may be photographed or recorded. By registering for this class you are giving the LA Law Library your consent to photograph, videotape, record and broadcast your picture, likeness, voice and statements.  

No legal advice:
LA Law Library does not provide legal advice. LA Law Library provides legal resources and assistance with legal research as an educational service. The Law Library is pleased to offer our patrons the opportunity to obtain assistance from third party legal service providers at this and other events within the Library. However, the Library does not control and is not responsible for the content or scope of any assistance given by those providers.

Hours / Location

LA Law Library
301 W. First Street
Los Angeles, CA 90012
213-785-2529
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Tue: 8:30 am - 8:00 pm
Saturday: 9:00 am – 5:00 pm

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