Past Events

November 7, 2024 Preserving Their Passion - Generational Art Transfer: Financial Strategies, Risk Management & Overall Best Practices
Noelle Valentino
October 17, 2024 Reciprocal Trust Doctrine - Minimizing the Risk in pre-2026 Estate Planning
Andrew Nutbrown, Esq.
April 18, 2024 How to Protect Your Charity
Meg Lodise, Esq. and Francine Lee
March 21, 2024 Your Day in Court! Being Prepared for Litigation and Testifying
Hon. Judge Mary Thorton House (ret.) and Debby Doitch, Esq.
February 15, 2024 Addiction & Trusts - It Looks Great On Paper, But Does It Work?
Stuart D. Zimring, Esq.
January 18, 2024 Introduction to Planning for Art and Collectibles
Sonja Moro and Rosemary Ringwald
November 16, 2023 Working with Asian American Clients
Joseph H. Lee, Esq.
October 19, 2023 Asset Sales - Brokerage vs. Auction - how and why they are different
Todd Wohl
April 19, 2023 Fiduciary Accounting Challenges
Lauriann Wright & Francine R.S. Lee
March 15, 2023 Understanding the Estate and Gift Tax Audit Process
Anna Soliman, Esq. & Nicholas Hulwi, Esq.
February 15, 2023 What Every Estate Planning Attorney Should Know About Property Tax
Neda Barkhordar, Esq.
January 18, 2023 Issues in Subtrust Allocation for Litigators
Hon. Glen M. Reiser (Ret.)
November 16, 2022 Lawyers, Guns & Cryptocurrency
Jonathan Kalinski, Esq. & Matt Kanin, Esq.
October 19, 2022 Impact of the Standard Family Law Restraining Order on Estate Planning
Karen J. Cynn, Esq. & Veronica V. Maldonado, Esq.
April 20, 2022 Private Foundation Pointers: How to Compensate Board Members Fairly ... and How to Know When Donating Real Estate and Tangible Assets to a Foundation Makes Sense
Jeffrey D. Haskell, J.D., LL.M.
March 16, 2022 Non-Business Real Property Issues in Family Law Proceedings
Anthony Lai, Esq.
February 16, 2022 NFTs: Valuation, Insurance, Storage and Estate Planning
Caroline Taylor, Charles Turner, Mark Titmarsh, & Bobby Lee
January 19, 2022 Planning to Plan in 2022: Considerations for a New Year
Baie Netzer & Erik Hendrickson
December 15, 2021 LAEPC Winter Social Event
November 17, 2021 Partnering With The Right Bank to Avoid the Pitfalls of Trust & Estate Administration
Scott Kunitz & Alice Neumann
October 20, 2021 The Britney Spears Conservatorship: Controversies and Changes
Troy L. Martin, Esq.
April 21, 2021 Hoarding: An Excavation Beneath the Piles
Dr. Regina Lark
March 17, 2021 CoVid & Captives
Max C. Jong
February 17, 2021 Trust Administration Basics for Personal Property
Joe Baratta & Monica Safapour
January 20, 2021 Estate Planning Under the New Administration
Daniel Fan, J.D., LLM (First Foundation Advisors); Jacqueline Yu, J.D., LLM (Law Office of Jacqueline Yu); Roxy Chan, CPA, MST (Tax Artists LLP) & Trisha Beharie (New York Life)
November 18, 2020 RE: COVID - Real Estate in the Era of COVID-19
David Weinberger, Joshua Driskell, Rachelle Rosten & Scott Kapin
October 21, 2020 How to Sell A Business
Joel Berman & Dan Shea
April 22, 2020 “There Goes What’s-His-Name: Planning for Diminished Capacity”
Elizabeth R. Glasgow & Kathryn Gose
March 24, 2020 The Secure Act
Steven E. Trytten
February 25, 2020 The Estate Planners Mistakes That Put Probate Litigators Kids Through College
Jessica Babrick
January 28, 2020 The Unique Talents and War Stories of Private Practitioners: A Case Study of Solo and Small Firms in Trusts and Estates
David Soffer, Michelle L. Abernathy, and Andrew Brody
November 20, 2019 Retirement Planning with Charitable Remainder Unitrusts and Deferred Charitable Gift Annuities.
Jane Peebles
October 23, 2019 It is Worth What?!?: The Current Market & Trends in Tangible Personal Property
Joe Baratta (Abell's), Rita Boyle (Christie's), and Robert Suiter (Winston's)
June 19, 2019 LAEPC - End of Year Social Event
April 24, 2019 A Trust and Estate Law Primer on Opportunity Zones
Bradford S. Cohen
March 27, 2019 Undue Influence in Estate Planning
Mark L. Russakow, Esq.
February 27, 2019 A Practical Look at Charitable Lead Trusts
Jane Peebles
January 23, 2019 Estate Planning for Nonresident Aliens and Their U.S. Families
William Finestone, Esq. (Blank Rome) & Pamela J. Drucker (AndersenTax)
November 27, 2018 Making the Most of Relationships with a Client's Non-Attorney Advisers
Elizabeth R. Glasgow, Esq., Jean Kim-Wall & Eniko Earley
October 24, 2018 Succession Plan for Family Business and Related Estate Planning
Kira S. Masteller, Esq.
September 12, 2018 Current Events in Estate Planning
Andrew M. Katzenstein, Esq
May 24, 2018 Los Angeles Estate Planning Council Year-End Social Event 2018
April 25, 2018 Elephant in the Room: Big Risks From Overlooking Property & Casualty Insurance
Sam Pugatch
March 28, 2018 "What Happens (in the Real World) With End-of-life Decisions and Advance Healthcare Directives"
Marshall S. Zolla & Sheri Samotin
February 28, 2018 Posthumous celebrity rights
Bradford S. Cohen
January 24, 2018 U.S. Beneficiaries of Foreign Trusts
Maria-Soledad Otero & Jeannette Yazedjian
November 15, 2017 Trust Jurisdiction Planning: When to Plan Beyond California
Elizabeth R. Glasgow and Daniel Lorenzen
October 17, 2017 Valuations in The Current Estate Planning Environment
Brian Reichert, ASA (BV)
September 26, 2017 Use of Trusts in Asset Protection
Jacob Stein, Esq.
July 15, 2017 LAEPC Social
April 26, 2017 Asset Protection for Retirement Plans
Afshin A. Asher, Esq.
March 22, 2017 To Sell or Not to Sell: Transition Planning for a Family Business
Daniel Fan
February 22, 2017 Anatomy of an Insurance Trust
Danielle Miller
January 25, 2017 California’s New Revocable Transfer on Death Deed; Simple Non-probate Transfer or Trap for the Unwary?
Erin Prouty
November 16, 2016 “Power to Adjust and the Income Tax Implications and Investing under the Law - - Prudence in a Time of Uncertainty”
Gail Cohen
October 25, 2016 Basis Consistency Issues
Brad Cohen & Scott Loresch
September 27, 2016 “Did I Really Miss That? Top 10 Common Mistakes Tax Practitioners Make in Trust and Estate Planning”
Jeffrey Eisen & Allan Cutrow
June 14, 2016 LAEPC Annual Social
LAEPC Annual Social
April 27, 2016 21st Century Estate Planning: Managing Digital Assets and Electronic Accounts
Steven Platt & Issac Simon
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