LA Estate Planning

2020-2021 Calendar of Meetings

*New! View the tentative Calendar of Meetings for 2020-2021 and register for the Estate Planning Committee Prepaid Meeting Series!

May 13, 2020 - Cancelled
Megan Jones

Cindy Brittain, Esq. & George Isaac, Esq.
Qualitative Estate Planning

June 10, 2020 - Cancelled
Megan Jones 

Chief Judge Maurice B. Foley (U.S. Tax Court)
The U.S. Estate Tax—A View From the Bench

July 8, 2020 - Cancelled
Kate Freeman

Anna Soliman, Esq., Elizabeth Glasgow, Esq., & Kathryn C. Gose
Directed Trusts

Aug. 12, 2020 - Cancelled

Matthew Burke, Esq. & Anat Simantob, Esq.
How to Have your Cake & Eat it Too—Discount Planning While Avoiding Property Tax Reassessment

Sept. 16, 2020 - Cancelled

Linda Retz, Esq. & Sam Ford, Esq.
Preparation of Gift Tax Returns—Tips & Tricks

Oct. 21, 2020 - Cancelled
  Stephanie Zaffos, Esq.
Anat Simantob, Esq.

California and Other States Income Taxation of Fiduciaries and Estates & Trusts (with focus on California)

Nov. 11, 2020 - Cancelled
  Marshall Zolla, Esq. & Paul Hoffmann, Esq.
The Intersection of Family Law & Estate Planning

Dec. 9, 2020 - Cancelled
  Andy Katzenstein, Esq.
Year-End Estate & Gift Update—New Cases, Rulings & Legislation

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December 12, 2018 
Brandon Huerta