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Trust and Estates Law section presents

Navigating Trust Taxation in California: A Guide for Practitioners
๐Ÿ—“๏ธ Tuesday, September 16 at 12:30 PM - 1:30 PM Pacific via Zoom

This presentation provides a comprehensive overview of trust taxation in California, focusing on the rules governing fiduciary income tax, residency considerations, and the allocation of income between beneficiaries and trusts. Attendees will gain insight into how California determines trust residency and the implications for multistate trusts. Key compliance requirements and recent legal developments will also be discussed to help trustees, practitioners and advisors navigate this complex area of the law.

The Trust and Estates Law section is chaired by Courtney Patton and Jacqueline Yu.
Earn 1.00 CA CLE hour of General credit, or Estate Planning, Trust & Probate Law LSCLE
Attend
The section is sponsored by:

BHBA members attend all CLE webinars for free.

There is a fee for non-members.

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This program will be recorded and available OnDemand. If you register but canโ€™t attend live, you will receive access to the recording once it becomes available. Access may vary based on your membership level.

BHBA CLE programs are eligible for credit in jurisdictions with mandatory CLE requirements, subject to accreditation rules of each jurisdiction. Always refer to the registration page and/or course flyer for CLE information.

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