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Los Angeles Chapter Estate Planning Committee

View the outline from the Feb. 10 meeting with the IRS.

Register today for our LA Estate Planning Series (pre-pay for 10 meetings and save!)

Financial Empowerment Podcast

Preparing for the End of Life —CPA Mike Allmon has advised several clients on what they should do to make sure their estates are disposed of as they would wish. He covers wills, living trusts, letters of instructions, and powers of attorney in this podcast. Download the podcast (Mp3, 5Mb)


Committee resources

2010 Meeting Calendar [PDF]

The committee meets the second Wednesday of the month unless otherwise noted from 11:30 a.m. –2 p.m. at the Olympic Collection ; 11301 Olympic Blvd.; Los Angeles, CA 90064.
CPE: 2 hours
Cost: $40/member; $50/nonmember; without RSVP add: $10 (payment received 3 days prior to meeting)

Discussion Forum

New and Improved! Our Estate Planning Forum provides a place for professionals to post or answer questions.

LinkedIn Group
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Valuable Estate Planning Resources
steering committee
Chair: Michael Allmon
Members
Timothy Anderson
Robert Birgen
Ralph Bovitz
Geoffrey Bremer
Dan Delaney
William Downs
Richard Gilbert
Nelson Handy
John Jacobson
Ashley Risner

PURPOSE: The purpose of this committee is to provide resources and continuing education credits to members of the Los Angeles Chapter of CalCPA and allied professionals in the estate planning area. These resources will be provided by holding technical discussion meetings; providing answers to brief technical questions; and by providing speakers to other Society committees, and members of the Society in the field of estate planning, and by inviting allied professionals inestate planning to participate actively on the committee.
The committee will be managed by a Steering Committee that welcomes active participation by allied professionals. The Steering Committee will plan the committee's format, appoint the officer positions, plan speakers& topics, etc.