LA Estate Planning


2019-2020 Calendar of Meetings

*New! View the tentative Calendar of Meetings for 2020-2021


May 8, 2019
Bob Birgen

Jonathan Lurie, Esq. & Elham Ardestani, Esq.
Private & Virtual Trust Companies- Family Governance, CA Taxes & Deduction of Investment Expenses

June 12, 2019
Gina DeRosa

Iran Hopkins, Esq., Claudia Fu, Esq. & Colleen Calkins, Esq.
Planning for Estates Holding Potentially Illegal Assets

July 10, 2019
Kate Freeman

Linda Retz, Esq. & Samuel Ford, Esq. 
The Interplay Between Estate Planning Documents and Tax Returns — The Devil is in the Details

August 14, 2019
Bill Downs 

Megan Lisa Jones, Esq. & Steve Toscher, Esq.
Disasters in Estate Planning & How to Fix Them
September 18, 2019 
Brandon Huerta
(Note Date Change)

Josh Yager, Esq. & Ryan Wolfshorndl, CFA 
What the @#&! Is a Compliance Library? You Need One!
October 16, 2019
Kate Freeman
(Note Date Change)

Reynolds Cafferata, Esq. & Bill Hranchak, CPA 
Estate and Income Tax Considerations for Substantiating Charitable Deductions   
Register Now!               
November 13, 2019
Kate Freeman

Lindsey Kernan, Esq. & Debra Reno, CPA
The Nuts & Bolts of a Federal Estate Tax Return- Tips for Preparers
Register Now!
December 11, 2019 
Brandon Huerta

Andy Katzenstein, Esq.
Year-End Estate and Gift Update:
New Cases, Rulings & Legislation
Register Now!

Thank you to our generous sponsors:

                                         

For additional information regarding this committee, visit:
calcpa.org/LAestate
December 12, 2018 
Brandon Huerta