LA Estate Planning

Click here to access the schedule for 2018-19.

2018 Calendar of Meetings


January 10, 2018
Michael Allmon

Jonathon C. Lurie, Esq. & Andrew Copans
Post-Mortem Estate Planning: Doing It After You're Dead
February 14, 2018
Bob Birgen
  Lisa Piehl, Esq.
IRS Policy Manager for E & G

22nd Annual IRS Meeting
March and April 2018

No meetings during tax season.
May 9, 2018
Kate Freeman

Ric Rosario, CPA & Jessica Babrick, Esq.
What to Look Out For: How to Avoid Malpractice, Including War Stories
June 13, 2018
Kate Freeman

William Finestone, Esq. & Bryan Kirk, Esq.
Wealth Transfer Strategies for a Rising Interest Rate Environment
July 11, 2018
Bryce Falcon

Kira Masteller, Esq. & Donita Joseph, CPA
Life Cycle of a Trust (for beginners and advanced planners)
August 8, 2018
Kate Freeman

Megan Earhart, Esq. & Debra Reno, CPA
The Certainty of Death & Taxes: Understanding Estates & Trusts In an Ever-changing Environment” (for all experience levels)
September 26, 2018
Ralph Bovitz
(Note Date Change)

Jennifer Honey, Esq. & Ashley Copp, Esq.
ABCs of Estates & Trusts (Overview for beginners and advanced)
Register here!

October 17, 2018
Bill Downs
(Note Date Change)

William Weintraub, Esq. & Leslie Geller, Esq.
Portability—What's the Point? (for beginners and advanced planners)
Register here!

November 14, 2018
Kate Freeman

Dr. David Trader & Laura A. Zwicker, Esq.
Psychology of Death, Money & Gifting
Register here!

December 12, 2018
Bryce Falcon

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


Thank you to our generous sponsors:

                                         

For additional information regarding this committee, visit:
calcpa.org/LAestate