Past Events

March 26, 2024 Taking Note of the Note in IDGT Sales
Jonathan C. Lurie, Willkie Farr & Gallagher, LLP
January 23, 2024 Updates in Estate Planning
Andrew Katzenstein, Esq. & Caroline Robbins, Esq., Proskauer
November 15, 2023 Trends in Estate Litigation: War Stories From the Frontlines
Laura N. Zolnekoff, Partner, Velasco Law Group
September 26, 2023 Business Valuations & Discounts for Gift & Estate Tax Purposes
Darleen H. Armour, ASA, Marshall & Stevens, Inc.
July 25, 2023 International Tax Matters
John Nuckolls, BDO USA, LLP
May 23, 2023 Foreign Persons and Foreign Assets: What You Need To Know When Your Clients Or Trusts Have Foreign Connections (Plus the Corporate Transparency Act!)
Jacqueline D. Yu, Esq., LL.M., TEP - Law Office of Jacqueline D. Yu
March 28, 2023 Transition by Design: Successful Succession of the Privately Held Business and Wealth
Susan P. Rounds, JD, CPA, LLM., AEP, TEP - Deutsche Bank Wealth Management
January 24, 2023 2022 Annual Transfer Tax Update
John W. Prokey, Partner, Ramsbacher, Prokey, Leonard LLC
November 15, 2022 Estate Planning and Administration for Firearms; Keeping You and Your Clients Out of Jail
Steven Lieberman, Esq., Artemis Defense Institute
September 28, 2022 How Much Is Enough?
A. Charles Schultz, JD, AEP®, President/CEO, Crescendo Interactive, Inc.
July 26, 2022 Current Developments in Estate, Gift and Generation-Skipping Tax Planning
Andrew M. Katzenstein, Esq., Partner, Proskauer Rose LLP
May 24, 2022 Giving for Good Around the Globe: International Charitable Planning and Tax-Exempt Organizations Cross-Border Philanthropy
Mark E. Powell, Esq.
March 15, 2022 The Unknown Child: DNA Testing and Estate Planning, and Trust Administration
Sean Muntz, Co-Managing Partner, RMO LLP
January 25, 2022 Bending the Arc of History Toward Justice
Terrence M. Franklin, JD, Partner @ Sacks Glazier Franklin & Lodise, LLP
November 16, 2021 Private Foundations and Their Alternatives: Considerations in Selecting Private Foundations, Donor-Advised Funds and Supporting Organizations
Reynolds T. Cafferata, Partner ~ Rodriguez, Horii, Choi & Cafferata, LLP
September 28, 2021 Top Tax Tips for Making Divorce Less Taxing
Justin T. Miller, JD, LL.M, TEP, AEP, CFP, Evercore Wealth Management, LLC
July 27, 2021 Estate and Gift Tax Updates and Hot Audit Topics
Robin L. Klomparens, JD, LL.M. Taxation ~ Wagner Kirkman Blaine Klomparens & Youmans LLP
May 25, 2021 Secondary Planning Options for Clients with Charitable Remainder Trusts (CRTs)
Evan Unzelman, President ~ Sterling Foundation Management, LLC
March 23, 2021 When a Tax Case Goes Criminal - How to Avoid It and How to Deal with It
Steve Toscher, Esq. - Hochman, Salkin, Toscher, Perez P.C.
January 26, 2021 How Much Should a Trustee be Paid? An Analysis of the California Rules of Court 7.776
Josh Yager, JD, CFP
November 10, 2020 Shining Light through Darkness: Planning in the Shadow of Fear, Social Distancing, Elections & Uncertainty
Paul S. Lee, JD, LLM ~ Northern Trust ~ New York, NY
September 22, 2020 Mastering the Three Key Elements for Successful Wealth Transfer
Eric Weiner, PhD ~ Family Legacy Advisor ~ Milwaukee, WI
July 28, 2020 How to Avoid and What to Do if Audited by the IRS
Michael Gregory, ASA, CVA, NSA, MBA
May 26, 2020 The Stretch is Gone: So Whom or What Do I Name as My IRA Beneficiary
Jonathan Blattmachr
January 28, 2020 Are You In Good Hands?
Richard M. Weber, MBA, CLU, AEP® (Distinguished)
November 12, 2019 Cutting Edge of Asset Protection
Jacob Stein, Esq., Aliant LLP
September 24, 2019 Wine Not? Calfornia's New Decanting Act
Jenny Hill Bratt, Esq. and Catherine M. Swafford, Esq., withersworldwide
July 23, 2019 Planning for Privacy in a Public World
Jeff Chadwick of Winstead PC
May 28, 2019 Will Your Client's Wealth Unify or Divide Their Family?
Amy Castoro of The Williams Group and Peter Yaholkovsky, MD, Senior Family Coach
March 26, 2019 DOUBLE HEADER! INGs and Spousal Lifetime Access Non-Grantor Trusts (SLANTs) PLUS IRC 678 and the Beneficiary Deemed Owner Trust
Edwin Morrow III, US Bank Private Wealth Management
January 22, 2019 Overlooked Techniques for Passing on the Family Business
Jerome M. Hesch, Esq., Adjunct Professor of Law
November 13, 2018 Cross Border Planning for Multi-Cultural Families
Cindy D. Brittain, TEP
September 25, 2018 Advanced Issues in Property Tax
Bradley R. Marsh, Greenberg Traurig, LLP
July 24, 2018 Everything You Always Wanted to Know About Fiduciary/Court Accountings but Were Afraid to Ask
Francine R.S. Lee
May 22, 2018 IRA Beneficiary - Outright or to Trust
Mary Kay Foss
March 27, 2018 Trust “Situs” and Why It Matters
Bryan Kirk, Fiduciary Trust International of California
January 23, 2018 Traps for the Unwary - Some Estate Planners Duties, Proscriptions and Conundrums
Richard A. Oshins, JD, LL.M., MBA, AEP® (Distinguished)
November 14, 2017 A Trustee's Duty of Care Under the UPIA or...How to Avoid Being a Knucklehead
Josh Yager, JD, CFP, ChFC
September 26, 2017 Estate Planning for Digital Assets
Philip M. Savage IV
July 25, 2017 Philanthropy and Wealth Stewardship for Affluent Families
Claudia Sangster
May 23, 2017 Planning in an Era of Transfer Tax Uncertainty
Andrew M. Katzenstein, Esq.
March 28, 2017 What's Love Got to Do with It: Can You Trust a Trust? The Intersection of Family Law and Estate Planning
Laura A. Zwicker & Robert W. Stanley
January 24, 2017 OSHINS 11: Eleven Estate Planning
Richard A. Oshins, Esq., AEP (Distinguished)
November 15, 2016 Helping Your Client Select the Right Trustee
John Prokey, Esq., Ramsbacher Prokey Leonard, LLP & Peter Zarifes, Whittier Trust
September 27, 2016 Helping Clients Prepare for a Journey Through Long-Term Care Challenges
Herb Chavers, Esq.
July 26, 2016 DOL's Fiduciary Standard: How our Values Stay the Same and our Practices Transform
Richard M. Weber, MBA, CLU, AEP (Distinguished)
May 24, 2016 Trends in Estate Litigation: War Stories From the Front Lines
Paul D. Velasco, Esq.
March 22, 2016 Representing the Multinational Couple: Problems Associated with Noncitizen Spouses
M. Katharine Davidson, Esq.
January 26, 2016 Using Another State’s Trust Laws to Enhance your Practice
Steven J. Oshins, Esq., AEP (Distinguished)
November 17, 2015 Inbound Wealth Planning for the Global Family
Cynthia D. Brittain
September 29, 2015 Looking at Estate Planning Through Income Tax Glasses
Andrew M. Katzenstein, Esq., Proskauer
July 28, 2015 Beneficiary Defective Inheritors Trust: Creating New Planning Opportunities
Michael W. Halloran, CFP(r), AEP(r), ChFC(r), CLU,(r)
May 26, 2015 Income Taxation of Trusts and Estates: Fundamentals Every Estate Planner Should Know
Justin T. Miller, JD, LLM, CFP®
March 24, 2015 Beyond the Dementia Diagnosis: Capacity and Competency to Make Decisions
Kerri Kasem & Bonnie Olsen, PhD
January 27, 2015 Thinking Outside the Box: Why Traditional Thinking Might Not Be the Best for Your Clients
Richard A. Oshins, Esq. | Oshins & Associates, LLC
November 18, 2014 72(u) and You: Some Things to Know About Trust-Owned Annuities
Chin Kim, CFA - Pacific Life
September 23, 2014 Ethical Considerations in Counseling Estate Planning Clients
Linda J. Retz, Esq. | Law Offices of Linda J. Retz
July 22, 2014 Life Insurance: The Undiscovered Asset Class
Richard M. Weber, MBA, CLU, AEP (Distinguished)
May 27, 2014 Dinner Program: Now What (Again)? Estate and Gift Planning... | Bonus Program: Digitally Savvy...
Dinner Program: Jeffrey Eisen, Esq. | Bonus Program: Linda Zimmer
March 25, 2014 The Psychology of Estate Planning
Michel Zelnick - Business Therapist | The Zelnick Group
January 28, 2014 The Dynastic “Use” Trust as the “Centerpiece” of the Estate Plan – Virtues, Design Strategies Implementation and Efficient Management
Richard A. Oshins, Esq. | Oshins & Associates, LLC
November 19, 2013 Bonus Program: LinkedIn 102 and Dinner Meeting: Advanced Asset Protection Planning
Linda Duffy and Jacob Stein, Esq.
October 24, 2013 Member Discussion Group | Trust Decanting
Interactive Discussion
September 24, 2013 Bonus Program and Dinner Meeting: Thinking Limit Success? / Trust Decanting
Lindon Crow and William R. Burford
July 23, 2013 Dinner Program: California Dreamin' - The Direction of CA Law Regarding Mistakes and Ambiguities in
Shirley L. Kovar, Esq.
May 28, 2013 Bonus Program: Beyond Words & Dinner Meeting: Which Jurisdiction is Best for My Trust?...
Dr.'s Janet & Neal Larsen Palmer and Heather Flanagan, JD, LL.M, TEP
April 25, 2013 Member Discussion Group: Beneficiary Designations
Interactive Meeting
March 19, 2013 Bonus Program: Does Your Thinking... & Dinner Program: Beneficiary Designations...
LIndon Crow & Paul Viren, CLU, ChFC, AEP
January 22, 2013 Speaker Program: Cutting Edge Estate Planning Techniques
Jonathan Blattmachr and Professor Jerry Hesch
November 13, 2012 Landing Safely in Area 51 - Counseling Aliens About U S Taxes
Michael J.A. Karlin, Esq.
October 25, 2012 Discussion Group: Fiduciary Fees
Interactive Meeting
September 11, 2012 Bonus Program: Leveraging LinkedIn & Dinner Program: Giving the Next Generation the Business(!): An
Linda Duffy, SPHR, MBA & John W. Ambrecht, Esq.
August 23, 2012 Member Discussion Group: Estate Planning and Dealing with Tangible Properties
Interactive Meeting
July 24, 2012 Dinner Meeting: Authenticity in the Visual Arts
Ronald D. Spencer, Esq.
May 22, 2012 Bonus Program: Write and Publish Your Book NOW! & Dinner Program: The Financial Skills Trust ...
Lee Pound & Eileen and Jon Gallo
April 26, 2012 Member Discussion Group - When a Trustee Doesn't Get It
Interactive Program
March 27, 2012 Bonus Program: Speak Up, Cash In... & Dinner Program: What To Do With A Trustee Who...
Arvee Robinson & Michael C. Gerson, Esq.
January 24, 2012 Bonus & Dinner Program: Using Estate Planning Freeze Techniques & Deciding on Appropriate Wealth Shi
Jonathan Blattmachr and Professor Jerry Hesch
November 15, 2011 Bonus Program: Maximizing Your Marketing Budget & Dinner Program: What To Do For Dying...
Kevin Brown, MBA & Jonathan Karp, Esq
October 27, 2011 Member Discussion Group: Dealing with Capacity Issues in Your Practice
Interactive Meeting
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