JMBM's Corporate Counsel Roundtable: When Management Asks You About Their Estate Planning, Will You Be Prepared?

This program will feature a roundtable discussion addressing crucial information that every in-house counsel should know about estate planning. The discussion will be led by Bill Capps, Chair of JMBM’s Corporate Department and Burton Mitchell, Chair of JMBM’s Taxation and Trusts & Estates Groups.

As Chair of the Firm’s Taxation and Trusts & Estates Groups, Burton Mitchell’s practice, spanning more than 25 years, focuses on taxation, estate planning, trust law and administration, non-profit entities, asset preservation and tax-effective financial planning within the family. Burton generally represents individuals, closely-held businesses, institutional trustees, partnerships, limited liability companies, entrepreneurs and other professionals. Burton’s relevant experience includes: estate planning, trust administration, probate and summary probate proceedings, estate tax returns and related tax matters; litigation and resolution of disputes involving wills, trusts and other testamentary instruments; family gifting, partnerships, limited liability companies, children’s trusts and life insurance trusts; closely-held corporations, including formation, mergers and acquisitions, liquidations, redemptions, workouts and reorganizations; formation of and counsel to private foundations and other non-profit entities.

There is no charge for the program. To ensure MCLE credit,* please arrive no later than 8 a.m. Parking will be validated. As reservations are limited, please e-mail your response to jh7@jmbm.com or call our RSVP line at 310.201.3568 by Monday, July 12, 2010.

*This activity has been approved for Minimum Continuing Legal Education credit by the State Bar of California in the amount of one hour(s) [of which one hour(s) will apply to legal ethics; prevention, detection, and treatment of substance abuse; and/or elimination of bias credit, as appropriate to the content of the activity]. Jeffer Mangels Butler & Marmaro LLP certifies that this activity conforms to the standards for approved education activities prescribed by the rules and regulations of the State Bar of California governing minimum continuing legal education. This communication published by Jeffer Mangels Butler & Marmaro LLP is intended as general information and may not be relied upon as legal advice, which can only be given by a lawyer based upon all the relevant facts and circumstances of a particular situation.