EB 22nd Annual Advanced Estate Planning Symposium | E1151117

Date :
November 1, 2017 1:00 PM - 5:15 PM
Location :
East Bay Area
Facility :
Crowne Plaza Concord
Get Directions
Level of Difficulty :
Advanced
CPE Credits :
MCLE 4.00, CFP 2.00, MCLE LS-TX 2.00, MCLE LS-EP 4.00, MCLE LS-FL 1.00
Show tabs
Online registrations are closed on the day of the event. Walk-ins are welcome! 
 
Don't miss this popular annual conference and opportunity to learn, meet and mingle with CPAs, attorneys and financial planners who specialize in estate planning.
 
Topics include: Family Business Succession Planning; Should I Be My Client's Trustee? Tips, Tricks and Traps!; Estate Planning Issues in a Divorce; Elder Abuse: An Overview of Common Issues Facing Legal and Professional Practitioners
 
Speakers include: Keith Schiller, Esq., Frank Acuna, Esq., Traci Regli, Esq., Joseph Kovar, CPA / PFS and Virginia M. George, Esq

Objectives:

Gain an understanding of current issues facing estate planning experts and their clients.

Major Subjects:

1 – 2 p.m. Family Business Succession Planning: Best Serving Your Most Important Clients by Keith Schiller, Esq., Schiller Law Group, a PLC
 
·Motivating clients to pro-actively avoid business liquidation probability on death or incapacity
·Effective approaches to achieve fairness among loved ones when the closely-held family business is the primary asset
·Effective uses of trusts to support the business succession plan
·Effective uses of GRATs and IDGTs
·Legacy planning... both financially and carrying on the family's values
 
2– 3 p.m. Should I Be My Client’s Trustee? Tips, Tricks and Traps! by Frank R. Acuña, Esq. and Tracy S. Regli, Esq., Acuña ❖Regli
 
·Fiduciary duty in a nutshell.
·Dual roles:  Tax professional, fiduciary, or both?
·Litigation hot topics
·Communication:  The forgotten key 
 
3– 3:15 Break
 
3:15– 4:15 p.m. Estate Planning Issues in a Divorce by Joseph Kovar, CPA / PFS
 
·Beneficiary designations may need to be amended
·Impact on medical and general powers of attorney
·Impact of re-marriage
 
4:15– 4:30 p.m. Elder Abuse: An Overview of Common Issues Facing Legal and Professional Practitioners by Virginia M. George, Esq., GEORGE | SCHOFIELD | McCormick, LLP 
 ·Recognizing and reporting elder abuse
· California laws, remedies and legal alternatives
· Capacity issues
· Resources
 
 

Advanced Prep:

None

Misc. Information:

Reception following the conference.

Sponsors

Silver
Silver
Level of Difficulty:
Advanced
Field of Interest:
Taxes
Prerequisites:
None
Designed For:
CPAs, attorneys, trust offices and financial planners.

Instructors

Frank Acuna
Frank R. Acuña is a founding partner of ACUÑA ❖ REGLI. He is a California State Bar certified estate planning, trust, and probate law specialist. His practice includes estate planning; inheritance litigation; business succession planning; special needs trusts; and farm, ranch, and vineyard succession planning. Mr. Acuña has taught tax seminars for the National Tax Practice Institute, the California Society of Enrolled Agents, the California Society of Tax Professionals, and a number of state and local chapters of the National Association of Enrolled Agents and the American Institute of Certified Public Accounts. Mr. Acuña also is a featured speaker for the Professional Fiduciary Association of California and the California Public Administrators, Public Conservators, and Public Guardians. He advises tax, fiduciary, and real estate professionals throughout the State of California.
Mary Kay Ann Foss, CPA
Mary Kay Foss CPA is a frequent lecturer for community, professional and business groups. She has authored and presented courses for tax professionals throughout California. She has over thirty years of practical experience in advising clients about retirement, income and estate planning issues. Ms. Foss is the immediate past chair of the AICPA Trust Estate and Gift Tax Technical Resource Panel and past chair of both the Estate Planning Committee and the Committee on Taxation of the California Society of Certified Public Accountants. She is the past president of the Estate Planning Council of Diablo Valley, the East Bay Chapter of the California CPA Society and the Estate Planning Council of the East Bay. She teaches Retirement Distributions: Planning Options and Top 10 Things Financial Planners Need to Know About Estate Planning for the California CPA Education Foundation and has been quoted in California CPA Magazine as well as national publications.
Virginia M George
Ms. George has extensive experience with financial elder abuse cases, probate and trust administration, conservatorships and guardianships, and estate planning. She is also an accomplished mediator. Ms. George began her legal career as a Contra Costa deputy district attorney. She prosecuted approximately 160 jury trials to verdict, primarily representing children victims of sexual and physical abuse. Ms. George then opened her own solo law practice in Walnut Creek, focusing on estate planning and probate matters, including conservatorships and guardianships and financial elder abuse. At the same time, Ms. George was a professor at JFK University School of Law. Ms. George founded the Elder Law Clinic at JFK University, a non-profit organization offering pro bono services to seniors age 60 and older who had become victims of financial abuse. In 2010, Ms. George served as full-time judge pro tem in Contra Costa Superior Court for the Probate Department. Ms. George received her undergraduate degrees from U.C. Davis and her law degree from the University of San Francisco School of Law. Ms. George is a member of the Contra Costa Bar Association and a past member on the Board of Directors for the Bar Association. She is a past president of Contra Costa Senior Legal Services. Ms. George is the president of the Martinez Music Forum, a non-profit organization that raises money for public school music programs in the Martinez area.
Joseph C Kovar, CPA
Joe Kovar is a founding partner of the Firm, and has over 35 years of public accounting experience working with closely-held businesses and their owners in a variety of industries. He also has extensive forensic accounting experience working on a variety of issues including family law, business disputes, business valuation and lost profits claims. Joe is also a financial advisor and works closely with clients to provide independent investment advice and wealth accumulation strategies designed to achieve financial goals. EDUCATION AND DESIGNATIONS Joe received his BS in Accounting from Santa Clara University. He also holds an MBA in Finance from Golden Gate University. He has earned the Personal Financial Specialist (PFS) designation from the AICPA. In addition, he holds Series 7, Series 66, and life insurance licenses. ASSOCIATIONS AND COMMUNITY INVOLVEMENT Joe is a Director and Past President of the East Bay Chapter of the California Society of CPAs (CalCPA). He is also a member of the American Institute of Certified Public Accountants. Joe has been a youth soccer, baseball and basketball coach for various youth organizations in the East Bay.
Tracy S Regli
Tracy S. Regli is a founding partner of ACUÑA ❖ REGLI. Tracy focuses her practice on probate and trust administration, fiduciary representation, conservatorship and special needs planning. She has assisted many banks, fiduciaries, and family members with administering large and small estates throughout California. Tracy is an active member of the Alameda and Contra Costa Bar Associations, the Professional Fiduciary Association of California (PFAC), and the Southern Alameda Estate Planning Council. She is a sought-after speaker and has spoken at PFAC and Estate Planning Council meetings and conventions.
Keith Schiller, Esq.

Keith Schiller, Esq., of the Schiller Law Group, a PLC, of Alamo, California, has greater than 42 years of experience with taxation, tax compliance, and estate and business succession planning. Schiller works with clients and consults with estate planning, trust administration, estate tax, gift tax and GST tax compliance (review of returns, audits, appeals and Tax Court), and with tax practitioners throughout California.

Schiller is the author of the award-winning reference book, Art of the Estate Tax Return — Estate Planning At The Movies, now in its second edition and published by Bloomberg BNA. The book reveals Schiller’s best practice pointers, his insights from co-teaching with the IRS for 17 years, and practical recommendations from over 25 leading practitioners across the country who contributed to the book. Schiller has taught estate tax return and audit practice with IRS estate tax attorneys, group managers, and appeals officers since 1996.

Schiller is a member of the advisory board for Bloomberg, BNA’s Estates, Gifts and Trusts Journal and a member of the consulting board for the Leimberg Information Services, Inc. newsletter. He has taught over 15 courses for the CalCPA Education Foundation and received the 2000 and 2010-2011 awards for Outstanding Course Materials. Schiller is a certified specialist in taxation law and estate planning, probate, and trust law by the State Bar of California. He received a juris doctor degree from U.C. Berkeley (Boalt Hall) in 1974, master of business administration (taxation) from Golden Gate University in 1980, and a bachelor’s degree from UCLA in 1971, where he served as undergraduate student body president.

From another passion, Schiller chaired the Yosemite License Plate Campaign, during which he lobbied passage for the law approving the Yosemite license plate and directed the state-wide marketing and sales campaign. The Yosemite license plate has raised in excess of $38 million for the preservation of Yosemite and California conservation.

Materials:

  • Materials - e-Book
  • Materials - Hardbook

Sponsors

Mechanics Bank
Silver
John Muir Health Foundation
Silver

Sponsors