November Meeting
5:30pm Roundtable - Kimberly R. McGhee, Esq., "Who can be your client after Herren v. George S.?"
Is it really elder financial abuse to have a client sign a retention agreement that included a commitment to pay a retainer? During this meeting, we will be discussing the facts underlying Herren v. George S. (2025) 109 Cal.App.5th 410, how lawyers are responding and potential legislative responses.
6:00pm Dinner
7:00pm Speakers - Jeffrey Eisen and Jeffrey Davine of Mitchell Silberberg & Knupp LLP, “One Big Beautiful Summary”
Our speakers will provide a fast-paced summary of some of the estate/gift tax, charitable contribution, and income tax provisions of the “One Big Beautiful Bill”, together with planning ideas based upon those provisions.