LA Estate Planning Cte: Private & Virtual Trust Companies — Family Governance, CA Taxes & Deduction of Investment Expenses | G2100519

Date :
May 8, 2019 11:30 AM - 2:00 PM
Location :
West Los Angeles
Facility :
Olympic Collection
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Level of Difficulty :
Member Price :
CPE Credits :
CPE 2.00, MCLE 1.50, CFP 2.00
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Join us as Jonathan Lurie, Esq. and Elham Ardestani, CPA of Venable LLP discuss: 
  1.  Setting up the estate plan for the family business;
  2. Governance for the family business; and,
  3. Private trust companies and virtual private trust companies


  • Identify succession planning for the family business.
  • Recognize governance issues and private trust companies.
  • Determine how to set up the family business and office.

Major Subjects:

Speakers will emphasize:
1. How to set up the board;
2. Committees and California tax issues; and,
3. Exit strategies from the family business. 

Advanced Prep:


Misc. Information:

Online registration is closed the day of the meeting. We encourage you to attend and pay at the door. To ensure there is space available, call Program Associate Tracey Zink at (818) 546-3554. Please plan to arrive at 11:30 a.m.
•Fees: $50/member, $90/nonmember
•Add $10 for same day and at door registration
•Parking and lunch included
•Address: Olympic Collection Banquet Hall and Conference Center, 11301 Olympic Blvd., W. LA 90064
Level of Difficulty:
Field of Interest:
Some knowledge of estate planning and directed trusteeships is preferred.
Designed For:
CPAs interested in estate planning, attorneys and other professional staff.


Elham Ardestani, CPA
Jonathan C. Lurie, Esq.
Jonathan Lurie brought a solid reputation to Venable LLP’s Tax and Wealth Planning Practice when he joined the firm in late 2016 from McDermott Will & Emery LLP. An American College of Trust and Estate Counsel Fellow, he focuses his practice on representing an eclectic mix of clients in international and domestic tax and estate planning and trust administration. A native South African, he speaks Afrikaans and maintains a law license in that country.
No Agenda or Materials posted.