Past Events

February 6, 2019 February Meeting
February 6, 2019 February Roundtable
January 9, 2019 January Meeting
January 9, 2019 January Roundtable
December 5, 2018 December Meeting
December 5, 2018 December Roundtable
November 7, 2018 November Meeting
November 7, 2018 November Roundtable
October 3, 2018 October Roundtable
October 3, 2018 October Meeting
September 5, 2018 September Meeting
June 6, 2018 Annual End-Of-Year Meeting
May 2, 2018 May Meeting
May 2, 2018 May Roundtable
April 4, 2018 April Meeting
April 4, 2018 April Roundtable
March 7, 2018 March Meeting
February 7, 2018 February Meeting
February 7, 2018 February Roundtable
January 3, 2018 January Meeting
January 3, 2018 January Roundtable
December 6, 2017 December Meeting
December 6, 2017 December Roundtable
November 15, 2017 November Meeting (rescheduled)
November 15, 2017 November Roundtable (rescheduled)
October 4, 2017 October Meeting
October 4, 2017 October Roundtable
September 6, 2017 September Meeting
June 7, 2017 June Meeting
May 3, 2017 May Roundtable
May 3, 2017 May Meeting
April 5, 2017 April Roundtable
April 5, 2017 April Meeting
March 6, 2017 WHT&EPC Wine Club
March 1, 2017 March Roundtable
March 1, 2017 March Meeting
February 1, 2017 February Roundtable
February 1, 2017 February Meeting
January 4, 2017 January Roundtable
January 4, 2017 January Meeting
December 7, 2016 December Roundtable
December 7, 2016 December Meeting
November 2, 2016 November Roundtable
November 2, 2016 November Meeting
November 2, 2016 Federal, State, Local and International Taxation Conference
October 5, 2016 October Meeting
October 5, 2016 October Roundtable
September 7, 2016 First Meeting of 2016 - 2017!
July 26, 2016 Trials of the Century
June 15, 2016 Annual Dinner
May 4, 2016 Round Table Topic: Investing in Today's Climate
May 4, 2016 Dinner Topic: Incapacity Issues: Lions and Tigers and Bears, Oh My!
April 6, 2016 Dinner Topic: Gray Divorce -- Crossover Issues Between Family Law and Probate
April 6, 2016 Roundtable Topic: Professionals Rethink Reverse Mortgages
March 2, 2016 Dinner Topic: A View from the Bench
March 2, 2016 Round Table
February 3, 2016 Dinner Topic: The Current State of Estate and Gift Tax Valuations
February 3, 2016 Roundtable Topic: The Probate Referee's Point of View
January 6, 2016 Secrets of the Dirty Filthy Rich: Tax and Asset Protection Planning Techniques for the Affluent Family and Business Owner
January 6, 2016 Roundtable - “Employment Law Update”
December 2, 2015 Roundtable Topic: Surety Bonds and the Courts: Problems and Solutions
December 2, 2015 Dinner Topic: Secrets of the Dirty Filthy Rich: Tax and Asset Protection Planning Techniques for the Affluent Family and Business Owner
November 4, 2015 “International Estate Planning: We're Not in Kansas Anymore”
November 4, 2015 Dinner Topic: Multistate and International Taxation of Trusts
October 7, 2015 Dinner Topic: Incorporating Levels of Asset Protection into Your Client's Plans
October 7, 2015 Roundtable Topic: Current Updates in the Fine and Decorative Arts Market
September 2, 2015 Roundtable: Wine and Cheese
September 2, 2015 Dinner Topic: How Not to Commit Malpractice – Property Tax Legal Entity Change in Ownership Law
June 10, 2015 "Lessons From The Sterling Saga"
May 6, 2015 Dinner, Elliot L. Shell, CPA: "Taxes, Taxes, Taxes: What Do They Want From Us?"
May 6, 2015 Roundtable, Nancy Reinhardt and Elliot Shell, "Are Those Payments Really a Gift or ???"
April 1, 2015 Roundtable "Advanced Tax and Estate Planning Ideas Using an Annuity". Power Planning: Trust Owned Annuities
April 1, 2015 Dinner, Meg Lodise Esq.: "The Twilight Zone: Pros and Cons of Conservatorship - Why Trusts and Powers of Attorney Aren't Enough"
March 4, 2015 Dinner, Jessica Uzcategui: "Fees and Formalities: Litigating Trust Fee Petitions and the Harmless Error Doctrine"
March 4, 2015 Roundtable, Dave Richards, "10 Things Your Clients Should Know to Prepare Their Business For Sale"
February 4, 2015 Dinner, Matthew Burke, Esq., "Proposition 13--Common Property Tax Problems for Estate Planners and Fiduciaries"
February 4, 2015 Roundtable, Lauren Hein, "ETF's 101"
January 7, 2015 Dinner, James R. Birnberg, Esq., "CA Legislation 2014 Affecting Probate Estates, Trusts, Guardianships, and Conservatorships"
January 7, 2015 Roundtable, Mike Berry, "So You Want to Set up a Private Foundation?"
December 3, 2014 Roundtable, Katrina Jacobs: “An Update on World Markets from $200-Billion-Under-Management Guggenheim”
December 3, 2014 Dinner, Mark J. Phillips, Esq. and Steven Hunt, Ph.D, "The Change of Testamentary Capacity: Part II – The Practice View"
November 5, 2014 Roundtable, Matthew Mahoney: "AB241, AB10, The Affordable Care Act, and The Rise in Minimum Wage"
November 5, 2014 Dinner, Hon. Glen M. Reiser: "A Probate Judge's Insight into Incapacity Issues"
October 1, 2014 Dinner, Andrew M. Katzenstein, Esq.:"Comments on GST Planning"
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