Past Events

May 28, 2019 Will Your Client's Wealth Unify or Divide Their Family?
March 26, 2019 DOUBLE HEADER! INGs and Spousal Lifetime Access Non-Grantor Trusts (SLANTs) PLUS IRC 678 and the Beneficiary Deemed Owner Trust
January 22, 2019 Overlooked Techniques for Passing on the Family Business
November 13, 2018 Cross Border Planning for Multi-Cultural Families
September 25, 2018 Advanced Issues in Property Tax
July 24, 2018 Everything You Always Wanted to Know About Fiduciary/Court Accountings but Were Afraid to Ask
May 22, 2018 IRA Beneficiary - Outright or to Trust
March 27, 2018 Trust “Situs” and Why It Matters
January 23, 2018 Traps for the Unwary - Some Estate Planners Duties, Proscriptions and Conundrums
November 14, 2017 A Trustee's Duty of Care Under the UPIA or...How to Avoid Being a Knucklehead
September 26, 2017 Estate Planning for Digital Assets
July 25, 2017 Philanthropy and Wealth Stewardship for Affluent Families
May 23, 2017 Planning in an Era of Transfer Tax Uncertainty
March 28, 2017 What's Love Got to Do with It: Can You Trust a Trust? The Intersection of Family Law and Estate Planning
January 24, 2017 OSHINS 11: Eleven Estate Planning
November 15, 2016 Helping Your Client Select the Right Trustee
September 27, 2016 Helping Clients Prepare for a Journey Through Long-Term Care Challenges
July 26, 2016 DOL's Fiduciary Standard: How our Values Stay the Same and our Practices Transform
May 24, 2016 Trends in Estate Litigation: War Stories From the Front Lines
March 22, 2016 Representing the Multinational Couple: Problems Associated with Noncitizen Spouses
January 26, 2016 Using Another State’s Trust Laws to Enhance your Practice
November 17, 2015 Inbound Wealth Planning for the Global Family
September 29, 2015 Looking at Estate Planning Through Income Tax Glasses
July 28, 2015 Beneficiary Defective Inheritors Trust: Creating New Planning Opportunities
May 26, 2015 Income Taxation of Trusts and Estates: Fundamentals Every Estate Planner Should Know
March 24, 2015 Beyond the Dementia Diagnosis: Capacity and Competency to Make Decisions
January 27, 2015 Thinking Outside the Box: Why Traditional Thinking Might Not Be the Best for Your Clients
November 18, 2014 72(u) and You: Some Things to Know About Trust-Owned Annuities
September 23, 2014 Ethical Considerations in Counseling Estate Planning Clients
July 22, 2014 Life Insurance: The Undiscovered Asset Class
May 27, 2014 Dinner Program: Now What (Again)? Estate and Gift Planning... | Bonus Program: Digitally Savvy...
March 25, 2014 The Psychology of Estate Planning
January 28, 2014 The Dynastic “Use” Trust as the “Centerpiece” of the Estate Plan – Virtues, Design Strategies Implementation and Efficient Management
November 19, 2013 Bonus Program: LinkedIn 102 and Dinner Meeting: Advanced Asset Protection Planning
October 24, 2013 Member Discussion Group | Trust Decanting
September 24, 2013 Bonus Program and Dinner Meeting: Thinking Limit Success? / Trust Decanting
July 23, 2013 Dinner Program: California Dreamin' - The Direction of CA Law Regarding Mistakes and Ambiguities in
May 28, 2013 Bonus Program: Beyond Words & Dinner Meeting: Which Jurisdiction is Best for My Trust?...
April 25, 2013 Member Discussion Group: Beneficiary Designations
March 19, 2013 Bonus Program: Does Your Thinking... & Dinner Program: Beneficiary Designations...
January 22, 2013 Speaker Program: Cutting Edge Estate Planning Techniques
November 13, 2012 Landing Safely in Area 51 - Counseling Aliens About U S Taxes
October 25, 2012 Discussion Group: Fiduciary Fees
September 11, 2012 Bonus Program: Leveraging LinkedIn & Dinner Program: Giving the Next Generation the Business(!): An
August 23, 2012 Member Discussion Group: Estate Planning and Dealing with Tangible Properties
July 24, 2012 Dinner Meeting: Authenticity in the Visual Arts
May 22, 2012 Bonus Program: Write and Publish Your Book NOW! & Dinner Program: The Financial Skills Trust ...
April 26, 2012 Member Discussion Group - When a Trustee Doesn't Get It
March 27, 2012 Bonus Program: Speak Up, Cash In... & Dinner Program: What To Do With A Trustee Who...
January 24, 2012 Bonus & Dinner Program: Using Estate Planning Freeze Techniques & Deciding on Appropriate Wealth Shi
November 15, 2011 Bonus Program: Maximizing Your Marketing Budget & Dinner Program: What To Do For Dying...
October 27, 2011 Member Discussion Group: Dealing with Capacity Issues in Your Practice
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