California Practitioner Liaison Meetings and Seminars

If you live near a state line, please look for meetings in nearby cities of the bordering state.

Santa Clara

Silicon Valley Bar Association Luncheon Seminar - IRS Estate and Gift Tax Updates

Date: November 7, 2019
Time: 11:30 a.m. - 1 p.m.
Location: Santa Clara Marriott Hotel, 2700 Mission College Blvd., Santa Clara, CA 95054
Event Information: The IRS will provide a one-hour Estate and Gift Tax Update discussion that will include:

  • Change in filing locations for Estate and Gift Tax Returns
  • Portability of Deceased Spouse’s Unused Exemption (DSUE)
  • Promissory Notes
  • Adequate Disclosure

A Q&A session will be included to answer pertinent and topic-specific questions.

Cost includes: presentation that qualifies for 1 credit of MCLE, lunch buffet and parking voucher. Note that the sponsoring organization, and NOT the IRS, benefits from these fees.
Registration: Please email:
Sponsored By: Silicon Valley Bar Association

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