Tax and Estate Planning Seminar

High-quality education and continuing professional education credit

The Federation offers an Annual Tax and Estate Planning Seminar as part of the annual Day of Philanthropy. The seminar has a proven track record of teaching practical and realistic solutions to everyday and unexpected problems in estate planning trust administration, probate, trust and estate litigation, elder law, and client relationships. Speakers typically share practical techniques and forms used in their practices. 

The Federation is a State of California approved MCLE provider. Continuing professional education for 3 hours is pending for Attorneys, Certified Public Accountants, and Certified Financial Planners.

Networking 

Over 200 of your peers attend the Tax and Estate Planning Seminar – learn from both the speakers and your professional colleagues. Stay for lunch and the afternoon program for additional networking with 500 engaged philanthropists and community leaders. 

Who should attend?

The Tax and Estate Planning Seminar part of our Day of Philanthropy, and is tailored specially for attorneys, paralegals, trust officers, accountants, financial institution executives, underwriters, insurance advisors, wealth management professionals, fiduciary officers, and other professionals in the trust, estate planning, and probate fields.

 

 

 

For more information, please contact:
Linda Solow Bouwer
Director of Endowed and Planned Gifts
415.512.6232