Understanding Estate, Gift and Generation-Skipping Transfer Tax Rules for U.S. and Non-U.S. Residents

California Lawyers Association Trusts and Estates Section
Webinar, CLE Available
October 17, 2023
12:00 PM - 1:00 PM PT

Private Wealth Services attorney Kevin Packman will participate in a California Lawyers Association webinar on estate, gift and generation-skipping transfer tax rules. These regulations are complex and depend on the residency of the taxpayer. For example, for U.S. residents, estate tax rules apply to the transfer of property at death, whereas gift taxes apply to the transfer of property during life — and the rules for non-U.S. residents differ still. During this presentation, attendees will hear a comprehensive breakdown of these rules and how they may affect planning scenarios.

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