Past Events

May 18, 2020 Annual Social Event - Wine and Heart Health
Robert A. Kloner MD, PhD and Julia E. Bradsher PhD, MBA, MS with Huntington Medical Research Institute (HMRI)
April 27, 2020 Are you feeling inSECURE? How to show you CARE in the age of COVID-19
Elizabeth A. Bawden with Withers Bergman LLP
March 23, 2020 Tax Update - CANCELLED
Alan Yoshitake and Bruce Ross with Seyfarth Shaw LLP
March 23, 2020 March Meeting Sponsorship - Robert Earnest & Lauriann Wright
February 24, 2020 Estate Valuation for Personal Property
Jeff Moran, John Moran Auctioneers
January 27, 2020 2020 Investment Update for Estate Planners (With RSVP2)
Sandip Bhagat, Chief Investment Officer, Whittier Trust
January 27, 2020 2020 Investment Update for Estate Planners
Sandip Bhagat
January 27, 2020 Meeting Sponsorship - S Jackson, Jr and C Mackenzie
November 25, 2019 November Meeting Sponsorship - Maylene Nolasco and Carl Wayne
David Kim
October 28, 2019 Discover a tax-advantaged investment strategy through Opportunity Zones.
Jay Frank
October 28, 2019 Meeting Sponsorship
September 23, 2019 Intellectual Property and Estate Planning
Thomas J. Daly
May 20, 2019 Social - The Huntington Library
Joel Kline, Curator, The Huntington Library
April 22, 2019 Charitable Strategies for Business Owners
Stephanie Buckley, Esq.
March 25, 2019 Elder Abuse
Jody C. Moore, Esq.
February 25, 2019 IRA Trust Strategies: Ensuring the Stretch
Josh Driskell & Vanessa Terzian
January 28, 2019 Best Bankruptcy Info From The Bench
Judge David J. Cowan & Dean Silliman
November 26, 2018 How to Avoid Property Tax Reassessment
Greg Broege
October 22, 2018 The IRS Weighs In with Guidance: 2017 Tax Act Update
Reynolds Cafferata
September 24, 2018 Upcoming Changes in the Valuation Landscape
Tim Croushore
May 21, 2018 Social - USC Pacific Asia Museum
April 23, 2018 Advanced CRT Design
Reynolds Cafferata
March 26, 2018 The Importance of Portability in Estate Planning and What You Need to Know
Ryan Kaye and Karl Swaidan, Hahn & Hahn LLP
February 26, 2018 Power to Adjust Vs. Power to Invade
Gail Cohen, Fiduciary Trust International
January 22, 2018 Reverse Mortgages – Facts and Myths
Janice Cohen
November 27, 2017 Bulletproofing Your Estate Plan with Life Insurance
Joel Almquist and Paul Solerno, MassMutual Greater Pacific
October 23, 2017 “Don’t Overlook International Estate and Gift Tax Treaties”
Kevin J. Moore, LL.M.
September 25, 2017 “DON’T LEAVE ME! Philanthropy as a Tool for Strengthening Client Relationships Across Generations”
Ashley Fontanetta and Brian Van Weele
May 15, 2017 SOCIAL EVENT - La Casita del Arroyo
Pasadena Heritage & La Casita Foundation
April 24, 2017 2017 Update: Remedies When Public Benefits Beneficiary Inherits From Trust
Carlos Arcos, Elder Care Planning Attorney
March 20, 2017 The Rarified Air: Drafting for Efficient Administration
Bryan Kirk
February 27, 2017 Trusts in the Context of Bankruptcy
Laura Zwicker, Esq and Jim Menton, Esq
January 23, 2017 2017 Economic & Investment Outlook
Todd Lowenstein
November 21, 2016 “_____________ won, now what?” A discussion of the implications of the election for estate and charitable planning.
Reynolds Cafferata, Esq
October 24, 2016 Business Succession & Continuation Planning
Richard Watson, Esq
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