July 10, 2023

On July 13 and 14, three Willkie attorneys will speak at CalCPA’s 2023 Estate and Trust Planning Conference.

On July 13 at 3:20 pm PT, senior counsel in Private Clients Group Jonathan C. Lurie and associate Lani Fu will lead the discussion “Drafting Tips,” which will explore the intricacies of drafting trust documents and the importance of avoiding potential pitfalls. Attendees will leave equipped with a better understanding of how to effectively read and interpret trust documents, strategies to prevent ambiguities, and insights into common drafting traps.

On July 14 at 1:15 pm PT, Private Clients Group counsel Justin Alt will participate in the discussion “IRS Audits: Hot Button Issues,” which will provide attendees with valuable knowledge and practical guidance on IRS audits, including the latest hot button issues, timing considerations, and effective dispute resolution strategies.

CalCPA’s annual Estate and Trust Planning Conference is dedicated to keeping CPAs, attorneys and financial planners on top of recent developments in estate and trust planning. For more information and to register, please click here.

Related Practice Areas