EB 21st Annual Advanced Estate Planning Symposium | E1151116

Date :
November 3, 2016 1:00 PM - 5:15 PM
Location :
East Bay Area
Facility :
Round Hill Country Club
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Level of Difficulty :
CPE Credits :
CPE 4.50, MCLE 4.00, CFP 4.00, MCLE LS-EP 4.00, MCLE LS-TX 4.00
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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: 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: Estate Planning Update; Community Property in Estate Planning; Update on Valuation, Including the 2704 Proposed Regs; Estate Planning Paralysis.
Guests speakers include: Attorneys Keith Schiller, Paula Leibovitz Goodwin, Caitlin Carey, David M Eckstein, CFA; Thomas C. Berg, CFA, ASA, CVA, CPVA and Justin T. Miller, J.D., LL.M., TEP, AEP.
Net proceeds from the event will be used to support accounting students in CA. Contributions or gifts to CalCPA are not tax deductible as charitable contributions for federal income tax purposes. However, they may be deductible under other provisions of the internal Revenue Code. Please consult your tax advisor


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

Major Subjects:

1 - 2 p.m. Estate Planning Update by Keith Schiller, Esq., Schiller Law Group, a PLC
  • Basis consistency on death and Form 8971
  • What's new with portability elections
  • Estate and gift planning in light of the Section 2704 proposed regulations 
2:15 - 3 p.m. Community Property in Estate Planning by Paula Leibovitz Goodwin, J.D., and Caitlin Carey, J.D., Perkins Coie LLP
  • Significance of community property vs. separate property for income tax, gift and estate tax, divorce, disposition at death and other purposes
  • How to distinguish between community property and separate property
  • Planning - community property considerations for gifting, estate planning, planning for a move to another state, and transmutation from community property to separate property and vice versa
3 - 3:15 Break
3:15 - 4:15 p.m. Update on Valuation, Including the 2704 Proposed Regs by David M. Eckstein, CFA, & Thomas C. Berg, CFA, ASA, CVA, CPVA
  • Review recent Tax Court cases on topics such as personal goodwill, S corporation premium, TICs
  • Discuss our recent audit experience
  • Review current valuation controversies
  • Discuss valuation pitfalls and opportunities under the new 2704 proposed regulations  
4:15 - 5:15 p.m. Estate Planning Paralysis: Getting Your Clients to Act by Justin T. Miller, J.D., LL.M., TEP, AEP, BNY Mellon
  • How to help clients recognize and articulate their own planning needs
  • How to better communicate the strategies and solutions you offer to clients
  • How to motivate your client to take action now and avoid the cost of procrastination 

Advanced Prep:


Misc. Information:

There will be a reception following the conference.


Level of Difficulty:
Field of Interest:
Designed For:
CPAs, attorneys, trust officers and financial planners.


Thomas C Berg, Jr, ASA, AVA, CFA
Tom Berg, CFA, ASA, AVA, is a Senior Vice President of FMV Opinions, Inc. and leads the firm's winery, financial services, home building and casino valuation practices. Mr. Berg has more than a decade of valuation experience, including more than two years as a Wall Street investment bank securities analyst covering the financial services industry. His broad business valuation experience spans technology, internet, transportation and logistics, oil and gas, chemicals, restaurant chains, construction, engineering, professional services, manufacturing, food products, retailing and distribution. In addition, Mr. Berg has provided research support to over a dozen initial and secondary public offerings. Prior to joining FMV Opinions, Mr. Berg's team at JMP Securities was named the number one Wall Street research group in the real estate sector. Mr. Berg also worked as a senior analyst at Bernstein, Phalon & Conklin and an analyst with Arthur Andersen's Valuation Services and Corporate Finance Group. Mr. Berg received his Bachelor of Business Administration degree in Finance from Southern Methodist University.
Caitlin Carey
Caitlin Carey, Perkins Coie LLP, counsels clients in the areas of estate planning, trust administration and probate court matters. She develops and implements plans ranging from basic estate plans to complex wealth transfer plans and offers particular depth in addressing California property tax and income tax issues. She has specific experience preparing plans for the sole purpose of transferring California real property and avoiding property tax reassessment. Frequently Caitlin draws from her background in litigation and probate court to anticipate and prevent conflict within families through careful estate planning. She also represents fiduciaries in the administration of trusts and estates. Caitlin is currently working towards her LL.M. in Taxation at Golden Gate University School of Law.
David M Eckstein
David M. Eckstein, CFA, co-founder of FMV Opinions, is a Managing Director of the firm and heads the San Francisco office. Over nearly two decades, he has provided valuation services for transaction fairness and solvency, goodwill implairment and other financial reporting, corporate and personal income tax, estate and gift tax, purchase/sale of a business, employee stock ownership plans, bankruptcy, litigation, and other purposes.

Prior to founding FMV Opinions, taught MBA and undergraduate business courses as a visiting lecturer at the University of International Business and Economics in Beijing, China, and edited a business textbook published in China.

Mr. Eckstein has a Masters in Business Administration from the Harvard Business School. He graduated from Stanford University with a Bachelor of Arts degree in Economics with honors and distinction.

Paula Leibovitz Goodwin
Paula Leibovitz Goodwin has been a trust and estate lawyer for over 25 years, and taught for over 13 years at Golden Gate University's School of Tax. She is certified by the State Bar of California as a Specialist both in Taxation Law and Estate Planning, Trust and Probate Law. Paula was named by San Francisco Magazine as one of the top estate planning lawyers in the Bay Area and has earned an "AV" rating from Martindale-Hubbell Law Directory, the highest rating for both legal ability and adherence to ethical standards, based on confidential peer review.
Justin T Miller, AEP, CFP, J.D., LL.M., TEP
As a national wealth strategist at BNY Mellon, Justin Miller works collaboratively with other advisors to provide comprehensive wealth planning advice to clients and their families. He also is an adjunct professor at Golden Gate University School of Law, a Fellow of the American College of Trust and Estate Counsel, and a sought-after speaker on tax, estate planning and family governance topics for major conferences throughout the country. In addition, Justin has published numerous articles, and he is frequently quoted as an industry expert in the media. He received a master of laws in taxation and a juris doctor from NYU School of Law and a bachelor’s degree, with honors, from U.C. Berkeley.
Keith Schiller, Esq, Esq.
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 - eBook
  • Materials - Hardbook


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