PSV/SVSJ 15th Estate Planning Symposium: Estate Planning Challenges for the Emerging Wealth | I1260816

Date :
August 2, 2016 11:15 AM - 5:00 PM
Location :
San Jose Area
Facility :
DoubleTree by Hilton Hotel San Jose
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Level of Difficulty :
CPE Credits :
CPE 4.00, MCLE 3.50, CFP 4.50
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 -Registration is now closed, Walk In Registrants Welcome (Check or credit only) -

The CalCPA Peninsula and Silicon Valley San Jose chapters’ estate & trust groups are proud to present this half-day symposium, co-hosted by the Santa Clara County and Peninsula Estate Planning Councils. This year's speakers will focus on "Estate Planning Challenges for the Emerging Wealth," a segment of our client base also known as the millennial millionaires, the unicorns and the entrepreneurs of our technology companies.

This generation of wealth builders coming of age has markedly different views on their definition of wealth and what it's for. With this in mind, learn about the trends of applicable domestic and international cross border estate planning techniques; charitable planning; and social entrepreneurship, as well as how this new generation is impacting how you provide tax, financial and estate planning services.


  • Identify the benefits, uses and types of domestic and international estate & trust planning tools and techniques applicable to the young and emerging entrepreneurs of Silicon Valley.
  • Determine the common client perspectives on philanthropy.
  • Identify income tax saving opportunities available using charitable split interest trusts, donor advised funds, private foundations and bequests of all types.
  • Recognize the need for using goals driven investing philosophy in assisting clients with their tax and financial planning.
  • Recognize the markedly different views and definition of wealth that the younger generations of entrepreneurs are espousing that has led to the growth of social impact investing and social entrepreneurship.

Major Subjects:


11:15 a.m.–noon/Registration & networking lunch

Noon–12:05 p.m./Welcome

12:05–12:25 p.m./ Lunch Sponsor Presentation: Goals Driven Investing Investment Philosophy for Emerging Wealth

Speaker: Josephine Ha, CPA, CFA, CPWA Northern Trust

12:25–12:30 p.m./Program & speaker introductions

12:30–1 p.m./Domestic Estate Planning Tools & Techniques for Emerging Wealth

Speaker: Genevieve Larson, J.D., LL.M, Withers Bergman, LLP

1–1:30 p.m./International Estate Planning Techniques for Emerging Wealth

Speaker: Diana M. Hastings, J.D., MBA, Withers Bergman, LLP

1:30–2 p.m./Tax and Non-Tax Charitable Planning Perspectives

Speaker: Michael Burnstein, J.D., MBA, LL.M, Zaffre Law

2–2:05 p.m./Platinum Sponsor 1 Presentation

2:05–2:35 p.m./Networking break

2:35–2:40 p.m./Platinum Sponsor 2 Presentation

2:40–3:10 p.m./Social Impact Investing and Social Entrepreneurship

Speaker: Leigh Wasson, MBA, BNY Mellon Wealth Management

3:10–4:50 p.m./Case Study Panel Discussion

Moderator: Elizabeth S. Sevilla, CLU, CHFC, EA, Seiler LLP

4:50–5 p.m./Raffles & closing remarks


Advanced Prep:

Download eBook three business days prior to event date.

Misc. Information:

Parking, lunch and afternoon snack included with registration fee.
$150/member early bird; $185/nonmember early bird (add $20 after July 19)
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. Net proceeds from the event will be used to support accounting students in CA.




Special Lunch
Level of Difficulty:
Field of Interest:
Some knowledge of income, estate and gift taxation
Designed For:
Designed for CPAs, attorneys and financial advisers whose practice involves estate planning


Michael Burnstein, J.D., MBA, LL.M
Michael Burnstein is the founder of Zaffre Law. Mr. Burnstein has been an estate planning and tax law attorney for almost 20 years. He has been a partner in a national law firm and an international law firm. He has served as an attorney-advisor for the Honorable Maurice B. Foley of the United States Tax Court in Washington, D.C. Mr. Burnstein attended St. John’s University School of Law (1992-1995) and later earned an advanced tax law degree from New York University School of Law (2002). He has been the President of the San Francisco Estate Planning Council (2011-2012) and a member of the Executive Committee of the Trusts and Estates Section of the California Bar (2010-2012). He is an adjunct professor of law in Golden Gate University School of Law’s advanced tax law program, where he has taught Tax Aspects of Charitable Giving, Income Taxation of Estates and Trusts, Generation-Skipping Transfer Tax, and Special Valuation Rules of Chapter 14. Mr. Burnstein speaks regularly on tax and other legal topics.
Josephine Ha, CFA, CPWA
Joey Ha joined Northern Trust in 2010 as part of the acquisition of Waterline Partners, a Registered Investment Advisory firm in Los Angeles. At Waterline, she served as a Portfolio Manager where she managed portfolios for high net worth families and foundations. Prior to Waterline, Joey worked at PriceWaterhouseCoopers in the Assurance and Business Advisory Services group serving institutional clients in the financial services industry. Joey has a B.A. in Accounting from Seattle University and holds the Chartered Financial Analyst (CFA) designation. She is a member of the CFA Institute and the CFA Society of San Francisco. She is a licensed CPA in the state of California and holds the Certified Private Wealth Advisor (CPWA)® designation, which is an advanced designation for financial advisors who work with high-net-worth clients. Joey is a Senior Vice President of Northern Trust, and serves as the Director of Investment Practice Technology, Strategic Development and Innovation. In this role, Joey serves as the business lead in the design and development of the technology platform utilized by client-facing partners. Her efforts are focused on helping the National Investment Practice determine best practices as well as ensuring that in-house technology available to clients and partners is well-positioned to serve clients effectively. Additionally, Joey serves as a Senior Portfolio Manager in the San Francisco office where she develops, implements and manages comprehensive wealth strategies for high net worth individuals, families, foundations, and trusts. Joey is a reader and a runner, although, not at the same time. Joey had her first baby in July of 2017, so her current reading material consists of How-To Guides on All Things Babies. Joey serves as a Career Coach for Summer Search, which is an organization focused on giving young people the opportunity to strengthen the skills they need to succeed in school and life. When possible, she helps serve meals to the homeless at the Glide Memorial Church in San Francisco.
Diana M. Hastings, J.D., MBA
Diana M. Hastings specializes in international, domestic and cross-border estate planning, estate and trust administration and related tax matters. Her particular emphasis is on complex, tax-driven transfer tax and income tax strategies. Diana is a Fellow of the American College of Trust & Estate Counsel (ACTEC), and a Certified Specialist in Estate Planning, Trust & Probate Law by the State Bar of California Board of Legal Specialization. Diana is listed in The Best Lawyers in America and has received the Martindale-Hubbell AV Rating. Diana received her B.A., in International Business from the University of Oregon, her MBA, from the George Washington University School of Business and her J.D., from Cornell University.
Genevieve M Larson, J.D., LL.M
Genevieve Larson is a trusts & estates attorney with substantial experience counseling high net worth individuals on estate planning, business succession planning, philanthropy and probate and trust administration. Genevieve’s estate planning practice focuses on tax-efficient planning using numerous estate planning vehicles, including revocable and irrevocable trusts, with a focus on familial obligations and the personal goals of her clients. She also advises on the establishment of entities for liability protection and streamlining management. Genevieve also frequently guides fiduciaries through all aspects of probate and trust administration, including settlement of disputes and probate litigation. Genevieve received her B.A., cum laude, from USC, her J.D., from the Santa Clara University School of Law and her L.L.M., from Boston University School of Law.
Elizabeth S Sevilla, ChFC, CLU, EA
Over 20 years of professional experience in public accounting specializing with individual taxation, working closely with ultra high net worth individuals, real estate and closely-held business owners, corporate executives, partners of investment banking and venture capital firms. Areas of expertise include: Personal income tax planning and compliance; estate, gift, trust and charitable planning, fiduciary income taxation and accounting, due diligence, planning and use of life insurance in the context of business succession, executive benefit planning and overall risk management.
Leigh Wasson, MBA
Senior Director, BNY Mellon Wealth Management As a Wealth Director, Leigh collaborates with an extensive network of team members and external advisers to develop and implement comprehensive wealth management solutions for entrepreneurs, founders, philanthropists, business owners and executives. Leigh frequently works with individuals and their advisers to prepare for the sale of a business or an exit. Leigh also specializes in working with individuals with assets in transition, such as from inheritance, retirement or divorce. Her experience includes advising individuals and families with international wealth planning needs and assisting in the administration of complex trusts. Leigh advises her clients on the topics of social impact investing, social entrepreneurship and charitable planning.
No Agenda or Materials posted.


Wells Fargo Private Bank
Sitzmann Morris & Lavis Insurance Agency
Seiler LLP
Pluris Valuation Advisors LLC
Fiduciary Trust Company International
Abbott Stringham & Lynch
Young, Craig + Co., LLP, CPAs
Weber and Company, Inc
Armanino LLP
South Dakota Trust Company LLC
Joseph J Blake & Associates
Northern Trust
Special Lunch