Past Events

May 23, 2019 “No Certificate of Independent Review? Can the Gifts to a Prohibited Transferee Otherwise be Salvaged?”
April 25, 2019 How the Assessor Evaluates Ownership and How to Avoid Complications
March 28, 2019 TBD
February 21, 2019 TBD
January 24, 2019 TBD
December 6, 2018 TBD
October 25, 2018 TBD
September 27, 2018 "Defining the Vision - Comprehensive Planning for Families with Special Considerations"
June 28, 2018 TBD
May 24, 2018 "The Decline and Fall of the Spendthrift Clause”
April 26, 2018 "Planning Opportunities Under the New Tax Law"
March 22, 2018 Transfers to Care Custodians and Certificates of Independent Review: A Litigator's Perspective and a Judicial Perspective, Note: Exact Title Pending
February 22, 2018 "What Judges Need, Want, and Love" by Judge Mary Thornton House
January 25, 2018 "Estate Planning Update" by Andrew Katzenstein, Esq.
December 7, 2017 California Property Tax – Complex Change in Ownership Rules for Trusts and Estates
October 26, 2017 “The Business of Bitcoin: What it is, How it Works, and Why it Matters to You and Your Clients!”
September 28, 2017 "How to Choose the Right Fiduciary: From the Perspectives of a Drafter, A Litigator, and a Fiduciary"
June 22, 2017 “The Junction of Excellent Estate Planning and Terrible Trust Administrations”
May 25, 2017 Speaker: Mike Merlo
April 27, 2017 Speaker: Michael Augustine
March 23, 2017 Speaker: Andrew Katzenstein
February 23, 2017 Speaker: Jeff Forer
January 26, 2017 “Wage and Hour Issues in 2017”
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