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Register now for our quarterly CLE topic:: Property Taxes: Pitfalls, Practical Solutions, and Advising Clients on Pros & Cons of Proposition 19/strong>

Due to the impending deadline of the new Proposition 19 tax law change in February 2021, our Southern California board has found one of our favorite experts to discuss the nuances of applying the new law to your client's estate planning issues.
Our speaker will be Jennifer F. SchaareDetails
When: December 2, 2020
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When To Convert A Client's IRA After the SECURE Act
This webinar will answer the question on many estate planner attorney's mind, when to convert a client's IRA to a Roth IRA after the SECURE Act. During this presentation presenters will also discuss:
  • Stop gap measures when you don't know the answers (i.e., IRS rulings that need to be made)
  • With what we know and what we don't know, how do we draft with uncertainty. What should ... Details
    When: December 8, 2020
    Where: WEBINAR