Corporate Transparency Act: Pulling Back the Curtain and Shining a Spotlight on Client Assets

Tuesday, November 21, 12:30 pm - 1:30 pm Pacific via ZOOM

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Earn 1 CA CLE Hour

Meet the Speakers

Elizabeth Bawden


Withers Bergman LLP

David Bawden

Senior Trust & Estates Paralegal

Withers Bergman LLP

About the Program

The Corporate Transparency Act (CTA) takes effect January 1, 2024. Despite the

name it has broad implications for trusts & estates practice. The CTA is meant to pull

back the curtain and shine a spotlight on client assets. The reporting obligations are

significant and in some cases extend to their professional advisors. This session will identify who the CTA applies to, what must be done and when to comply, and considerations and suggestions for estate planners in advance of the effective date.

Section Sponsors

This program is presented by the Trust and Estates law section, chaired by Elizabeth Acevedo and David Shapiro. Find out more about the sections at

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CLE CREDIT: This activity has been approved for participatory Minimum Continuing Legal Education credit by the State Bar of California in the amount shown above 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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