September 18, 2024 |
September Council Event - Roundtable Discussion
Roundtable Discussion – Case Study |
August 8, 2024 |
CALLING ALL ATTORNEYS - Attorney Discipline Social
Appetizers Sponsored by ARC Alternative Resolution Centers |
July 17, 2024 |
Charitable Remainder Trusts and Charitable Lead Trusts
Paul N. Frimmer, Partner at Loeb & Loeb LLP |
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
Various |
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
Multiple |
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 |
|
View Current Events
|