Course #319- Estate Plans: The Grand Tour of Complex Issues Part 2 - CD

Speaker: Jack Johal Course 319 1 hour MCLE Credit Estate and Gift taxes are very complex.  Anything you touch in terms of business transactions or Estate Planning will have a tax consequence. Jack will take you on the ‘grand tour’ of all the above to give you a better understanding of this complex array of taxes why it’s vitally important to to do them right the first time.    Objectives: Identify the differences between Federal Estate and Gift Tax, Income Tax, and Property Tax Understand how state probate law will affect estate and tax planning Analyze ERISA and understand what it created Jack Johal is an business, tax, and estate planning attorney in Sacramento, California.