SUPPLEMENT UPDATE: California Estate and Gift Tax Planning: Forms and Practice Manual, March 2022 (1.20)

by Data Trace Publishing Company (2022)

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Current Customers: Pay for your annual supplement update here

SUPPLEMENT UPDATE: California Estate and Gift Tax Planning: Forms and Practice Manual, March 2022 (1.20)

Important Notice:

Only Data Trace Publishing Company customers with a current subscription to this hard copy legal manual should use this portion of our site to pay for your recently received update.* Once payment is received, the corresponding legal manual forms may be downloaded to your computer.

  • *Due to the electronic nature of our forms, we are unable to offer a refund once the forms are downloaded.
  • Note: The forms are licensed to a single individual book purchaser for his/her use only.

 

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Alan R. Seher is a Certified Specialist in Taxation by the State Bar of California Board of Legal Specialization. He has a wide-ranging practice which encompasses income, gift, and estate tax planning. Alan has also litigated numerous probate matters both at trial and on appeal.

Alan obtained his undergraduate degree from Cornell University, his law degree from the University of San Francisco, and his LLM (taxation) from Golden Gate University. He is a partner in the San Francisco law firm of Niesar & Vestal LLP.

Alan was named a Super Lawyer in 2005-2006. He frequently speaks on tax and estate planning issues and is the author of the tax section in the State Bar of California’s California Assignments For the Benefit of Creditors Desk Guide (2020).

In addition to the updates made throughout many of the chapters, features in this year's supplement include:

  • Updates as to current exclusion and exemption amounts
  • California Proposition 19 changes to property tax exclusions
  • New section on Loans vs. Gifts

 

AND NOW….

          Paying for your supplement update and accessing the forms just got easier!

Pay online for your recently received supplement update using the "Add to Cart" button above, and then download and access all of the forms in digital format. We have replaced our CDs with a convenient ZIP file containing the ready-to-use, customizable documents so that you can easily open and modify the forms.

 

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