Past Events

May 15, 2024 Three Pathways to Sustainable Finance - Socially Responsible Investing
Lloyd Kurtz, MBA, CFA®, SVP, Senior Portfolio Manager, Montecito Bank & Trust
March 20, 2024 Young Guns No Longer - Planning for Mature Firearms Owners
Linda A. Burrows, J.D., LL.M. and Jason Burrows, J.D.
January 17, 2024 Through The Looking Glass XX
Multiple Speakers
November 15, 2023 Top Estate and Tax Planning considerations for families and their estates and how they may be impacted by the upcoming Tax Law Sunset
Angela M. Wethor, J.D., CPA
September 20, 2023 Succession Planning Conversation: The Good, The Bad and The Ugly
Tim Young, Managing Partner WealthPoint, LLC
July 19, 2023 July Council Event - Roundtable Discussion
Roundtable Discussion
May 17, 2023 A Primer on Tax and Other Issues Relevant to Art Collectors and Their Advisors
Paul N. Frimmer
March 16, 2023 March Council Event
Dan Hamilton, Ph.D.
January 11, 2023 Through The Looking Glass XIX
Multiple Speakers
November 15, 2022 November Council Event
Stephanie C. Buckley, CAP®
October 18, 2022 Business Succession Planning – “Succession by Design – Successful Succession of the Family Business and Wealth”
Susan P. Rounds, JD, CPA, LL.M. (taxation), AEP®, TEP
September 20, 2022 Exploring Alternative Investments
Ed Gonzalez
July 19, 2022 Bitcoin and Financial Planning: Understanding what it is, and helping clients plan properly if they choose to own it
Christopher A. Lamia, CFP®
June 21, 2022 Bonus: June Council Event
Bill Boersma
May 17, 2022 Intentionally Defective Grantor Trusts: What Are They? How Do They Work? How Are They Being Used Today?
Neda Barkhordar of KFB Rice, LLP
April 19, 2022 Bonus: Webinar Replay: Hot Topics in Estate Planning (Finding Gems in the Ashes of the Dumpster Fire) presented by Paul S. Lee, JD, LL. M. (taxation), AEP® (Distinguished)
Paul S. Lee, JD, LL. M. (taxation), AEP® (Distinguished)
March 3, 2022 United States Economic Prospects
Dan Hamilton, Ph.D.
January 18, 2022 Through The Looking Glass XVIII
Multiple Speakers
November 16, 2021 Tax Planning and Update before Year-End
Rachel Votto
October 19, 2021 Bonus Program: Social Security Considerations in Estate Planning
Stephen B. Parrish, JD, RICP®, CLU®, ChFC®, AEP®
September 21, 2021 Long-term Care Planning
David Wolf
July 20, 2021 Virtual Summer Luncheon "Ventura County’s Historic Transfer of Wealth: Our Collective Opportunity"
Vanessa Bechtel
June 29, 2021 Bonus Program: 2021 Income Tax Planning Strategies including IRA Strategies
Robert S. Keebler, CPA/PFS, MST, AEP® (Distinguished), CGMA
May 18, 2021 Hotel California: Where’s the Exit? California income tax rules for trusts, business and individuals who want out (or thought they were out)
Brian Rowbotham and Brian Shetler
March 16, 2021 Clear as Mud: The Status of Independent Contractors in California
Laura Withrow
January 21, 2021 Through The Looking Glass XVII
Multiple Speakers
November 17, 2020 How Much Should a Trustee Be Paid? An Analysis of the California Rules of Court 7.776
Josh Yager, Anodos Advisors
October 20, 2020 Bonus Program Meeting—Top Ten Estate Planning Lessons from Recently Deceased Celebrities
Eido M. Walny, Atty, AEP®, EPLS, NAEPC National Board
September 15, 2020 Art Auctions and Appraisals 101: “Fair Warning”
Paul Song
August 25, 2020 Bonus Program Meeting — Charitable Planning When the Stars Align: Why 2020 is the Year for Charitable Gifts
John Kraemer, CSPG and Steven J. Chidester
August 21, 2020 FPAVC Q3 2020 Educational Meeting
Jeffrey Levine, CPA/PFS, CFP®, CWS®, MSA, CEO, Director of Financial Planning
July 21, 2020 Virtual Summer Luncheon: Planning Thoughts in Light of the SECURE Act
Megan Asselin, CPA
May 19, 2020 Identifying and Protecting Against Fraud and Financial Abuse
Laurel Sykes
March 17, 2020 POSTPONED Charitable Planning in 2020 – The Old and the New
Jeffrey Geida
January 23, 2020 Through The Looking Glass XVI
Multiple Speakers
November 19, 2019 How to Take Risk
Kevin Cavanaugh & David Y. Lin, CFA, Clifford Swan Investment Counselors
September 17, 2019 Annual Estate Planning Roundtable Discussion
James Stephens, Esq.
July 16, 2019 Tax Planning When Disaster Strikes
John Trapani, CPA
May 21, 2019 Anatomy of a Gift Agreement
Reynolds Cafferata
March 19, 2019 The Kids Are Not Alright: Drafting Estate Plans to Prevent Future Public Family Disputes
Michael Brophy/Craig Weinstein
January 17, 2019 Through The Looking Glass
November 14, 2018 Transition by Design: Successful Succession of the Privately Held Business and Wealth
Susan Rounds, Deutsche Bank Trust Company Americas
September 20, 2018 Annual Roundtable Discussion
James Stephens, Esq.
July 17, 2018 Summer Social
May 17, 2018 Longevity and Life Settlements
Jamie Mendelsohn
March 14, 2018 "Probate-Civil Crossovers"
Judge Glen Reiser
January 16, 2018 Through The Looking Glass - An Ongoing Reflection of Current Estate and Gift Planning Issues
November 16, 2017 Valuation Discounts
Brad Cashion – The Mentor Group
September 20, 2017 Property Transfer Pitfalls: Taxes and Beyond
Don Lanson of Manfredi Levine
July 18, 2017 The Summer Social - Sponsored by Alternative Resolution Centers
May 18, 2017 Annual Round Table
James Stephens, Moderator
March 15, 2017 Judge Glen Reiser
Judge Glen Reiser
January 19, 2017 Through The Looking Glass
To Be Announced
October 27, 2016 First Hour: “Current Trends in Charitable Tax & Structures” Second Hour: “Specific Update on the Pooled Income Fund Strategy and the Tax Advantages of this Structure”
Randy Fox
September 21, 2016 "International Planning Considerations in Estate Planning"
Cindy Brittain
July 21, 2016 Summer Social
May 24, 2016 State of the Probate Court
Judge Glen Reiser
March 23, 2016 Round Table Discussion
Moderated by James Stephens, Esq.
January 21, 2016 “Information Governance for Estate Planning Professionals”.
Patrick Fraioli, Jr.
November 19, 2015 Third Annual Distinguished Speaker Series "Our Return to What Really Matters in Estate Planning"
Christopher P. Cline, Senior Regional Fiduciary Manager Wells Fargo Wealth Management
September 24, 2015 Judge Glen Reiser
Judge Glen Reiser
May 14, 2015 How to Incorporate Asset Protection into All of Your Clients’ Plans
Jonathan A. Mintz, Esq.
March 19, 2015 To Be Announced
Round Table Discussion
January 22, 2015 Advanced Planning Issues for International Clients
Alexander Lee, JD
November 5, 2014 (NOTE: WEDNESDAY) The Annual Roundtable
Audience Participation
September 18, 2014 “The Estate Planner’s Guide to Current Tax Developments.”
Professor Sam Donaldson - 2nd Annual Distinguished Speaker Series
July 24, 2014 The Summer Social
May 15, 2014 Michel Zelnick - "The Psychology of Estate Planning"
Michel Zelnick
March 13, 2014 Deborah Mogil - "A Look Inside County Probates - Who are we and what do we do"
Deborah Mogil,Senior Deputy County Counsel, Los Angeles County Probate Division
January 30, 2014 Judge Glen M. Reiser - "Burch to Donkin: The Iron Fist From the Grave"
Ventura County Superior Court Judge Glen M. Reiser
November 21, 2013 Robert S. Keebler - Distinguished Speaker Series: Proper Use of Life Insurance; Tax Efficient Spend Down Strategies During Retirement ; 3.8% Surtax on Net Investment Income
Robert S. Keebler, CPA
October 10, 2013 “Being a Trustee is a Thankless Job”
Rob Cohen, Esq.
July 18, 2013 Interactive Round Table Discussion
Led by Terence M. Sternberg, Esq.
April 25, 2013 Guiding Clients & Families to Make Meaningful & Financially Appropriate Decisions at the End of Life
Viki Kind
January 24, 2013 “Proper use of trust protectors and division of trustee functions”
Wealth Council - Carl Waldman Moderator
December 6, 2012 Danger! Fiscal Cliff Approaching-Advising Clients About Expiring Gift Tax Exemptions
Andrew Katzenstein, Esq.
October 25, 2012 Special Needs Trusts
Stephen Dale
July 19, 2012 Round Table Discussion
James Stephens, Esq. Moderator
April 19, 2012 Round Table Discussion: Attorney Client Privilege in Estate Planning: What Everyone Needs to Know
Mark Phillips, Jack Rameson , Terence Sternberg and Nancy Reinhardt
January 26, 2012 Advanced solutions to coordinate retirement plans and IRAs with wealth transfer planning
Jeffrey Sydney, Esq
January 24, 2012 “Proper use of trust protectors and division of trustee functions”
Wealth Council - Carl Waldman Moderator
January 24, 2012 “Proper use of trust protectors and division of trustee functions”
Wealth Council - Carl Waldman Moderator
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