Annual Sponsors: Steve Fingerhut & Paige Fingerhut,CSULB OFfice of Planned Giving, and Manufacturers Bank

Estate & Gift Tax - Perspectives from the IRS & Private Practice

Date: Thursday, April 17, 2014
Time: 12:00 PM - 1:30pm
Location: The Petroleum Club, Long Beach
Speaker: Charles Morris, Albrecht & Barney

Charles Morris graduated, cum laude, from Pepperdine University School of Law after attending both Long Beach State University and the University of Southern California. He currently serves as an Adjunct Professor of Law at Chapman University Law School.

Chuck has over 30 years experience working with the Internal Revenue Service in the Estate and Gift Tax division. In 1988, Chuck was appointed the Internal Revenue Service’s Supervisory Attorney for the estate and gift tax compliance program for Southern California. From 2000 to 2008, Chuck was the Internal Revenue Service’s Western United States Territory Manager for estate and gift tax compliance.

Chuck joined the firm Albrecht & Barney in 2008 and currently practices advanced estate planning with an emphasis on estate, gift and generation skipping transfer tax issues. 

 

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