LA Estate Planning


2019-2020 Calendar of Meetings



The LA Estate Planning Committee 2019-2020 Prepaid Series is now available to purchase online. Register for all 10 monthly meetings (May 2019 - February 2020) at a significant savings. 

January 9, 2019
Bob Birgen (Joint meeting with the Beverly
Hills Bar Association)


Abby Feinman, Esq. & Boryana Zamanoff, Esq.
Irrevocable Trusts: Fixing the Unfixable
February 13, 2019 
Bob Birgen
  Lisa Piehl, Esq.
IRS Policy Manager for E & G

23rd Annual IRS Meeting

March and April 2019

No meetings during tax season.
May 8, 2019
Bob Birgen

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

June 12, 2019
Gina DeRosa

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

July 10, 2019
Kate Freeman

Linda Retz, Esq. & Samuel Ford, Esq. 
Understanding the Terms of a Trust or Will Before an Estate, Gift Tax Return is Prepared
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                   
November 13, 2019
Kate Freeman

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

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

Thank you to our generous sponsors:

                                         

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