What's Love Got to Do with It: Can You Trust a Trust? The Intersection of Family Law and Estate Planning

Date: Tuesday, March 28, 2017
Time: 5:30pm - 8:15pm
Location: Santa Ana Country Club | 20382 Newport Boulevard | Santa Ana 92707
Speaker: Laura A. Zwicker & Robert W. Stanley

What's Love Got to Do with It?....

Can You Trust a Trust?  The Intersection of Family Law and Estate Planning

Competent advisors would never recommend a business entity that could be pierced by creditors or is tax inefficient.  Unfortunately, with shocking regularity planners are too passive during the estate planning process in advising clients about the unnecessary and substantial harm that will occur by not using a properly designed trust.

Note: This program qualifies for 1-hour of Attorney, CPA, Professional Fiduciary and Trust Officer continuing education credit; also qualifies for 1-hour CE with the CFP Board of Standards (Program ID: 234092), and is approve with the CA Dept of Insurance for 1-hour of CE (Course Number: 352051).


Speaker Bios:

Laura Zwicker chairs Greenberg Glusker's Private Client Services Group.

Ms. Zwicker's practice focuses primarily on counseling high net worth individuals and their families in connection with domestic and international estate and tax planning issues and business succession planning; advising financial institutions with regard to fiduciary and custodial issues; forming, advising and dissolving non-profit organizations; and probate and post-death trust administration.

Ms. Zwicker has received many accolades, including being ranked in Chambers and Partners USA and their inaugural Global High Net Worth Guide (2016) for Private Wealth Management; as a “Top Woman Lawyer” by the Daily Journal (2016); as a “Trust & Estate Trailblazers” by the National Law Journal (2016); Best Lawyers in America (2013-2016); Los Angeles Business Journal’s “Who’s Who In L.A. Law” (2009); Southern California Super Lawyers for Estate Planning & Probate (2010-2016); and she is rated "AV Preeminent 5.0 out of 5," by Martindale Hubbell. She frequently provides media commentary, including "Prince Died Without A Will. What Happens Next To His $150 Million-Plus Estate?,” Forbes, April 27, 2016, and "Robin Williams Posthumously Blocks a New Aladdin Sequel Featuring His Voice," Vanity Fair, November 2015.

 

‚ÄčRobert Stanley

Robert Stanley represents high earners and high net worth individuals in complex and sensitive family law matters. His clients include high profile entertainers and athletes, successful corporate executives, start-up entrepreneurs and stay-at-home parents who rely on Robert as a trusted advisor and for safeguarding their privacy, a practice that has become second nature for him.

Robert is involved in all forms of relationship termination matters, including “traditional” divorces as well as the dissolution of non-marital relationships, domestic partnerships, and same-sex marriages. Robert negotiates and drafts a variety of relationship agreements including cohabitation agreements, pre-partnership agreements, pre-marital agreements, and post-nuptial agreements.

As an authority on the laws concerning same-sex relationships, Robert frequently writes and speaks on the topic. He authored a chapter in the authoritative “California Domestic Partnerships and Same-Sex Marriage’ treatise published by CEB (California Continuing Education of the Bar), entitled Special Issues Faced by Same-Sex Couples on Termination of their Relationships.

Robert has been a guest lecturer at the UCLA School of Law and a featured presenter at the annual CalCPA Family Law Conference. In 2017, he presented the program What’s Love Got to Do With it –Where Family Law and Estate Planning Meet to the Los Angeles Estate Planning Council and will be presenting the same program in 2017 to the Orange County Estate Planning Council.

He is member of the board of the Los Angeles Center for Law and Justice (“LACLJ”), a member of the Los Angeles County Bar Association Family Law Section Executive Committee, and a member of the Beverly Hills Bar Association.

 


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