|January 26, 2023||
How and When to Use a Valuation Expert
|June 24, 2021||
"The Psychology of Dispute Resolution"
Prof. Stephanie Blondell & Judge Glen Reiser (Ret.)
|April 22, 2021||
Special Ethics Issues for the Trusts and Estates Attorney
Hon. Mary Thornton House, Ret. and Erin Joyce, Esq.
|September 24, 2020||
Out of the Woodwork: Navigating California’s Omitted Child Statutes
Robert Eroen, Esq. and Maggie Strong, Esq.
|June 25, 2020||
Navigating the New Rules for Required Minimum Distributions After the SECURE Act and the CARES Act
Robert Lowe, Esq., Mitchell Silberberg & Knupp
|May 28, 2020||
How Technology is Changing Trusts and Estates
Robert Barton and Vivian M. Rivera of Holland & Knight
|February 20, 2020||
Nuts and Bolts of Guardianships
Jeff Marvan, Esq.
|January 23, 2020||
“Bad Heir Day: Tortious Interference with an Expectancy”
Seth W. Krasilovsky, Esq.
|December 5, 2019||
Using a Fiduciary Outside of the Box
Edward M. Phelps, Esq.
|October 24, 2019||
What Probate and Estate Planning Attorneys Need to Know about Pre-Marital Agreements, Post-Marital Agreements, and Transmutation Agreements
Mark Gross, Esq. and John E. Rogers, Jr., Esq.
|September 26, 2019||
2019 Estate, Gift, Benefits and Retirement Planning Update After Tax Reform
Andrew M. Katzenstein, Esq.
|June 27, 2019||
The New Decanting Law - What It Means To You
David A. Coleman, Esq.
|May 23, 2019||
“No Certificate of Independent Review? Can the Gifts to a Prohibited Transferee Otherwise be Salvaged?”
Hon. Lesley Green (Ret.), Sarah Broomer, Esq., and Mark Lester, Esq.
|April 25, 2019||
How the Assessor Evaluates Ownership and How to Avoid Complications
Jeffrey Prang, LA County Assessor
|March 28, 2019||
Prof Gregory Ogden
|February 21, 2019||
Mark J. Phillips, David W. Trader, MD, Hon. Reva Goetz, Ret.
|January 24, 2019||
Hon. Glen M. Reiser
|December 6, 2018||
Matthew Burke, Esq.
|October 25, 2018||
Rufus V. Rhoades
|September 27, 2018||
"Defining the Vision - Comprehensive Planning for Families with Special Considerations"
Ann Koemer, RN, BSM, CRRN, President, National Care Advisors
|June 28, 2018||
Stephanie Buckley, Esq.
|May 24, 2018||
"The Decline and Fall of the Spendthrift Clause”
Adam Streltzer, Esq. and Robert Eroen, Esq.
|April 26, 2018||
"Planning Opportunities Under the New Tax Law"
Robert Strauss, Esq.
|March 22, 2018||
Transfers to Care Custodians and Certificates of Independent Review: A Litigator's Perspective and a Judicial Perspective, Note: Exact Title Pending
NR, Alan Yoshitake, Judge David Cowan
|February 22, 2018||
"What Judges Need, Want, and Love" by Judge Mary Thornton House
Judge Mary Thornton House
|January 25, 2018||
"Estate Planning Update" by Andrew Katzenstein, Esq.
Andrew Katzenstein, Esq.
|December 7, 2017||
California Property Tax – Complex Change in Ownership Rules for Trusts and Estates
Matthew Burke. Esq.
|October 26, 2017||
“The Business of Bitcoin: What it is, How it Works, and Why it Matters to You and Your Clients!”
William F. Kruse, Esq.
|September 28, 2017||
"How to Choose the Right Fiduciary: From the Perspectives of a Drafter, A Litigator, and a Fiduciary"
Michael R. Augustine
|June 22, 2017||
“The Junction of Excellent Estate Planning and Terrible Trust Administrations”
Alan T. Yoshitake, Esq. (Seyfarth Shaw LLP)
|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”
Cynthia L. Elkins, Esq.
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