Gain an understanding of different types of taxes that affect California estates.
Many practitioners are perplexed by estate tax, and the applicable filing requirements. This perplexing feeling is only made worse by recent federal estate tax changes. This information helps estate planners to determine the different types of taxes affecting estates, how to calculate the estate tax, and ways to plan for limits on the estate tax.
Agenda
Faculty
Joshua R. Driskell
Lagerlof, LLP
- Managing partner of Lagerlof, LLP
- Has a background representing businesses and individuals and a keen attention to detail to leading the firm
- Practice focuses on business, tax, estate, fiduciary, and related matters
- Prior to forming Primuth, Driskell & Terzian, LLP, with partner Jonathan Primuth in 2014, he worked at a multi-state law firm, handling a wide variety of matters for individuals, and small and medium-sized businesses
- Admitted to practice law in all California state courts, all Ohio state courts, the United States Tax Court, the United States District Court for the Central District of California, the United States District Court for the Northern District of Ohio, and the United States District Court for the Western District of Michigan
- Member of the Pasadena Bar Association, the Los Angeles County Bar Association, and the California Bar Association
- In addition to his activities as an attorney, he is a board member for the Pasadena Museum of History, Leadership Pasadena, and Pasadena Fire Foundation
- J.D. degree, University of Toledo College of Law
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