Past Events

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 TBD
Prof Gregory Ogden
February 21, 2019 TBD
Mark J. Phillips, David W. Trader, MD, Hon. Reva Goetz, Ret.
January 24, 2019 TBD
Hon. Glen M. Reiser
December 6, 2018 TBD
Matthew Burke, Esq.
October 25, 2018 TBD
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 TBD
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
Mike Merlo
April 27, 2017 Speaker: Michael Augustine
Michael Augustine
March 23, 2017 Speaker: Andrew Katzenstein
Andrew Katzenstein
February 23, 2017 Speaker: Jeff Forer
Jeff Forer
January 26, 2017 “Wage and Hour Issues in 2017”
Cynthia L. Elkins, Esq.
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