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Wealth Management, Tax and Estate Planning for Legal Professionals

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Price

$79 for Non-Member
$49 for Members
$0 for Patron Members
$0 for CLE All-Access Pass

75 minutes
Date Published

June 25, 2026

Publisher

San Diego County Bar Association

Questions

For immediate assistance please consult our FAQ page. If you're unable to find the answer you need, please call 619-321-4133 (M-F, 8AM - 4:30 PM PT) or e-mail customer service.

Summary


Wealth Management, Tax and Estate Planning for Legal Professionals

 

Subject Objective:

This program will examine current strategies and developments in tax and estate planning law. It will focus on issues relevant to attorneys and legal professionals advising clients on wealth transfer, tax planning, and estate administration. Participants will gain practical insight into how these legal principles are applied in practice.

SWOD-28051

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Presenters

Nick Geraci
CPA & President, Tax and Financial Center Inc.


Michael Ingram, CFP & AIF
Partner & Wealth Advisor at Octavia Wealth Advisors


Micheal B Lees, Esq.
Partner, Solomon Ward Seidenwurm & Smith LLP


Hon. Victor Bianchini
State of California, Superior Court (Ret.), U.S. Magistrate Judge (Ret.)


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Program Titles and Supporting Materials

This program contains the following components:

Media Files
Wealth Management, Tax and Estate Planning for Legal Professionals Video
Downloadable Files
Wealth Management, Tax and Estate Planning for Legal Professionals Handout
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Credit

If applicable, you may obtain credit in multiple jurisdictions simultaneously for this program (see pending/approved list below). If electing credit for this program, registrants in jurisdictions not listed below will receive a Certificate of Completion that may or may not meet credit requirements in other jurisdictions. Where applicable, credit will be only awarded to a paid registrant completing all the requirements of the program as determined by the selected accreditation authority.

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How to Attend

Join the self-paced program from your office, home, or hotel room using a computer and high speed internet connection. You may start and stop the program at your convenience, continue where you left off, and review supporting materials as often as you like. Please note: Internet Explorer is no longer a supported browser. We recommend using Google Chrome, Mozilla Firefox or Safari for best results.

Technical Requirements
You may access this course on a computer or mobile device with high speed internet (iPhones require iOS 10 or higher). Recommended browsers are Google Chrome or Mozilla Firefox.

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