MCLE: The Charitable Remainder Trust after the Tax Cuts and Jobs Act

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MCLE: The Charitable Remainder Trust after the Tax Cuts and Jobs Act

February 27 @ 12:00 pm - 1:15 pm

Free – $30

Program:

One of the most common forms of charitable tax planning is the charitable remainder trust (“CRT”). By establishing a CRT, the donor can convert a highly appreciated asset, such as real estate or stocks, into lifetime income without paying capital gains tax on the sale. This program will discuss CRT planning issues under the new tax law.

Our speakers will be Kim Herold of McCormick & Barstow LLP and Wayne Longcrier of Longcrier and Associates.

 

About our Speakers:

Kim Herold, partner at McCormick & Barstow LLP (Fresno office)

Ms. Herold joined McCormick Barstow’s Business Practice Group in 2016. For nearly 30 years, she has practiced in the areas of estate planning, probate, trust administration, and business law. Ms. Herold advises individuals, families, and businesses on trusts, wills, charitable planning, and succession planning as well as tax planning and agribusiness issues.

Wayne Longcrier, principal of Longcrier and Associates (San Luis Obispo)

Wayne has over 40 years of experience as a CPA. Mr. Longcrier graduated magna cum laude with a Bachelor of Science in Accounting from California State University, Bakersfield in 1974.

 

Registration Fee Includes:

  • Lunch
  • One (1.0) hour of total MCLE credit

 

Program materials will be provided at the meeting, or click here to download in advance: MCLE Handout 02-27-19

 

The SLO County Bar Association is a California State Bar approved MCLE provider. 

This program qualifies for one (1.0) hour MCLE credit.

Details

Date:
February 27
Time:
12:00 pm - 1:15 pm
Cost:
Free – $30
Event Categories:
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Event Tags:
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Venue

San Luis Obispo Masonic Lodge
859 Marsh Street
San Luis Obispo, CA 93401 United States
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Organizer

San Luis Obispo County Bar Association, Estates & Trust Section

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