July 2, 2026
On July 16, senior counsel Jonathan Lurie and associate Collette Torunyan will speak at CalCPA’s Estate and Trust Planning Conference 2026 in Newport Beach, CA.
At 11:25 AM (PT), Collette will speak on the panel "Estate Planning in the Context of Divorce," which will examine common issues involving SLATs, ILITs, property characterization and ethical considerations when advisors represent spouses navigating marital dissolution.
At 3:20 PM (PT), Jonathan will speak on the panel "Valuation Issues in Estate and Gift Tax Planning," which will review recent cases and explore how valuation principles affect reporting positions, planning strategies and tax filings for clients with complex or closely held assets.
Learn more and register here.
At 11:25 AM (PT), Collette will speak on the panel "Estate Planning in the Context of Divorce," which will examine common issues involving SLATs, ILITs, property characterization and ethical considerations when advisors represent spouses navigating marital dissolution.
At 3:20 PM (PT), Jonathan will speak on the panel "Valuation Issues in Estate and Gift Tax Planning," which will review recent cases and explore how valuation principles affect reporting positions, planning strategies and tax filings for clients with complex or closely held assets.
Learn more and register here.
