Dinner Program: Now What (Again)? Estate and Gift Planning... | Bonus Program: Digitally Savvy...

Date: Tuesday, May 27, 2014
Time: 4:30pm - 8:00pm
Location: Santa Ana Country Club | 20382 Newport Boulevard | Santa Ana 92707
Speaker: Dinner Program: Jeffrey Eisen, Esq. | Bonus Program: Linda Zimmer

Program Registration: 4:00 to 4:30 PM  |  Speaker Program: 4:30 to 5:30 PM


Digitally Savvy, Smooth & Street Wise: Doing Business in Virtual Times

Cutting through the myths and clutter of digital business chatter is a challenge. Are there are truly essential tools to be an up-­‐to-­‐date businessperson or is social media more drain than gain on your resources? These are just two of the modern meta questions before us. In this session Linda Zimmer will roam the digital business landscape for us pinpointing tools that make good sense and identifying essential safe virtual practices. If vaulting, encrypting and footprinting sound like new age sports to you, join us and learn straight forward ways to be customer savvy, to create business process that work, and what to do to watch your back when treading into virtual places. Linda will separate digital hype from business reality.

Note: This program does not qualify for continuing education credit.


Linda Zimmer
President & CEO

Linda Zimmer is President and CEO of MarCom:Interactive. She is an expert in doing business  digitally.   She has clocked more than 60,000 hours in building up-­‐to-­‐date strategies and platforms that capture customers and trigger action.   She specializes in helping businesses to stay abreast of competitive trends and marketplace changes, and instilling learning and development as a core value of the enterprise.

She is a member of the Obama Administration’s National Strategies for Trusted Identities in Cyberspace, IDEcosystem steering committee, developing standards that enable the transacting of online business while ensuring and enhancing privacy.

Linda has more than 30 years of experience devoted to digital practices. She has built two successful business consulting enterprises, both helping organizations innovate their business models and revenues for the digital age.

Program Registration: 5:30 to 6:15 PM / Dinner Program: 6:15 to 6:45 PM / Speaker Program: 6:45 to 8:00 PM

Now What (Again)?: Estate and Gift Planning Under the 2012 Tax Act and Beyond - Emphasis on Portability
(Approved for 1-hr Insurance CEU - Course #310070)

The goal of this presentation is to familiarize the audience members with the new laws under the American Taxpayer Relief Act of 2012, and the implementation of the laws as it relates to the practice of estate planning. New opportunities under the law and problem  areas related to past practices will be highlighted and discussed. There will be an emphasis on portability and the opportunities and challenges associated with it. Best practices regarding portability will be discussed.

Note: This program qualifies for 1-hour of Attorney, CPA, Professional Fiduciary and Trust Officer continuing education credit. This program is pending continuing education approval with the CFP Board of Standards.


Jeffrey K. Eisen, Esq.

Mitchell Silberberg & Knupp LLP


Mr. Eisen’s practice is focused on estate planning, probate and trust administration, and the representation of beneficiaries (including charitable organizations) in contested or disputed trusts and estates. Mr. Eisen represents individuals and families in the full range of estate planning, including everything from "basic" estate planning, (wills, living trusts, and powers of attorney), to complex planning to the transfer of wealth while minimizing or eliminating estate tax, gift tax and generation-skipping transfer tax. He counsels beneficiaries and fiduciaries (executors and trustees) regarding the administration of estates and trusts, including the preparation and filing of federal estate tax returns. Mr. Eisen represents individuals and charities as beneficiaries of potentially troubled, disputed and contested estates, working and negotiating to reach a settlement without litigation, but shepherding clients through mediation and litigation of these disputes where necessary. He also counsels individuals and institutions serving as fiduciaries to carry out their duties successfully and without liability to beneficiaries.




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