GST Tax Planning + Developments
Wednesday, May 21 @ 5:00 pm | City Club SF
Featured Speaker: Julie Kwon
* Please RSVP by May 19, 2025 *
SAVE THE DATE for our May member meeting
Overview
This program covers generation-skipping transfer tax (GST) planning and compliance, with a focus on use of increased GST exemptions before the sunset as of 12/31/25 and recent Treasury regulations that replace Section 9100 relief for correcting prior GST tax allocations and elections made (or missed) and clarify when relief is unavailable.
Julie Miraglia Kwon is a partner at McDermott Will & Emery LLP. She advises clients regarding estate, gift and generation-skipping transfer tax issues; charitable planning and exempt organization compliance; trust and estate administration; and contested trust and tax matters. Julie is Fellow elected to the American College of Trusts & Estates Counsel, co-author of the tax treatise, “Generation-Skipping Transfer Tax” (by Harrington, Plaine, Zaritsky & Kwon, for Warren Gorham & Lamont), and the Tax Management Portfolio titled “Generation-Skipping Transfer Tax” (by Harrington & Kwon, for Bloomberg Law), and member of the Board of Directors of the Silicon Valley Community Foundation. Chambers USA and Chambers High Net Worth have individually ranked Julie nationally and regionally in the top tier of wealth management lawyers. The Best Lawyers in America also individually ranked Julie as a leading national lawyer, including 2022 and 2025 “Lawyer of the Year” in Trusts & Estates in Silicon Valley. She is a Fellow elected to the American College of Trusts & Estates Counsel. She has served as Supervisory Council Member, Chair of the Income & Transfer Tax Planning Group and Estate & Gift Tax Committee, and co-chair of the GST Tax Committee, of the for the Real Property, Trust & Estate Section of the American Bar Association. Julie is also a past member of the Executive Committee of the Trusts & Estates Section of the State Bar of California. She is also a former member of the Board of Directors and current Chair of the Professional Advisory Council of the Silicon Valley Community Foundation. Julie received her J.D. from Yale Law School, where she was Executive Editor of the Yale Journal of Law & the Humanities, and her B.A., with distinction, from Stanford University. She is admitted to practice in California and Illinois.
Agenda
- 5pm - 6pm: Networking, cocktails, and appetizers
- 6pm - 730pm: Meeting and content presentation
Cost
- $125 Members (pre-registered)*
- $175 Guests (pre-registered)*
*An additional $25 fee applies if you register at the door.
>>> Don't forget! We're now meeting at The City Club of San Francisco!
CE Credit: This activity may be approved for continuing education credit by the State Bar of California and CFP Board. Certificates are provided after attendance.
Excused Absence: Members can request an excused absence in writing emailing us prior to the meeting.
Cancellations must be received three business days prior to the meeting.
