Event Search JMBM Events Practice: Trusts & Estates August 1, 2024 Trusted Women Strategic Estate Planning Breakfast April 25, 2024 CFAOC Wealth Management Symposium: Estate Planning in 2024 and Beyond April 4, 2024 Trusted Advisor Event: Estate Planning October 2, 2023 - October 5, 2023 2023 Motel 6 & Studio 6 Owners Conference: Estate Planning July 30, 2023 Petersen Auto Museum: Estate Planning Panel April 23, 2023 Petersen Automotive Museum: The Intersection of Car Collecting and Estate Planning April 22, 2023 Georgetown John Carroll Weekend: Estate Planning and Opportunities for Uncertain Times January 18, 2023 Second Annual Trusted Advisor Summit October 23, 2022 Petersen Automotive Museum: Car Collecting and Your Estate Plan January 31, 2020 Society of Trust and Estate Practitioners: Section 1202 – The IRS’ $10,000,000 Gift to You August 8, 2018 California Society of CPAs: The Certainty of Death & Taxes: Understanding Estates and Trusts in the Ever-Changing Environment July 5, 2018 ProVisors: Nonprofit Organizations and the new Tax Act June 26, 2018 Abacaus Wealth Partners, Lunch N’ Learn: Tax Planning Under The 2017 Tax Act: Should the Tail Wag the Dog? June 20, 2018 CalCPA Entertainment Industry Conference June 12, 2018 Tax Act Presentation for the Kolodny Law Group March 20, 2018 Estate Planning Council of San Diego: Family Dynamics: Problem Children and Other Dysfunctions February 28, 2018 Presentation: Tax and Estate Planning for Postmortem Celebrity February 8, 2018 Presentation: The New Tax Law and Taxation for the Entertainment Industry February 7, 2018 Woodland Hills Tax & Estate Planning Council: Family Dynamics: Problem Children and Other Dysfunctions February 5, 2018 Business Manager Discussion Group: The New Tax Act October 27, 2017 The Tax & Estate Planning Forum: Family Dynamics: Problem Children and Other Dysfunctions October 4, 2017 Pepperdine University, Center for Estate and Gift Planning (PEPNET): Family Dynamics: Problem Children and Other Dysfunctions September 18, 2017 - September 19, 2017 NBI Business Institute: Tax Consequences of Trusts September 12, 2017 NBI: Estate Planning and Administration, The Complete Guide June 8, 2017 - June 9, 2017 NBI Business Institute: Estate Planning and Administration: The Complete Guide April 22, 2017 Georgetown Legacy Society: Estate and Tax Planning for a New Presidential Administration November 18, 2016 USC Trusts & Estates Conference: Collaborative Estate Planning: How to Avoid the Sandbox Fight August 18, 2016 Chapman Law School: Real Estate Tax Planning July 12, 2016 Southern California Chapter of the Appraisal Institute: Attorneys Working With Appraisers June 15, 2016 Jewish Community Foundation, Professional Advisor Speaker Series: Non-Trust Assets: How to Avoid Malpractice Issues 2 June 8, 2016 Jewish Community Foundation, Professional Advisor Speaker Series: Non-Trust Assets: How to Avoid Malpractice Issues May 24, 2016 Beverly Hills Bar Association – Taxation Section and Trusts & Estates Section: Basis Consistency Reporting: More Questions Than Answers May 2, 2016 Financial Management Network: Estate Planning Techniques April 4, 2016 Wells Fargo Private Bank: How to Decode CRT, FLP, GRAT, IDGT and Other Lawyer Speak October 6, 2014 Life Insurance Settlement Association Fall Meeting: Recent developments in life insurance class action litigation August 6, 2014 Georgetown Law Alumnae of Northern California May 7, 2014 Wells Fargo Private Bank: A Refresher in Probate, Trust Administration and Estate Planning March 5, 2014 Building Sustainable Value: How Advisory Boards Deliver October 14, 2013 M-Marketing Meeting: Through the Looking Glass: How Trust and Estate Attorneys Recommend a Life Insurance Professional October 1, 2013 North County Estate & Gift Planning Counsel August 15, 2013 2013 IRS Valuation Summit June 12, 2013 - June 19, 2013 Jewish Foundation Breakfast Seminar: Anatomy of a Life Insurance Trust - Nuts and Bolts May 16, 2013 ABA Real Property Trust and Estate Law section: Income and Transfer Tax Planning Group Webinar April 13, 2013 Making Your Case: Trial Advocacy in Probate Court Los Angeles Superior Court (Los Angeles, CA) March 12, 2013 California State Bar's Financial Institutions Committee: Fiduciary Litigation: Avoiding Liability July 15, 2010 JMBM's Corporate Counsel Roundtable: When Management Asks You About Their Estate Planning, Will You Be Prepared? JMBM Offices in Los Angeles (Los Angeles, CA)
April 22, 2023 Georgetown John Carroll Weekend: Estate Planning and Opportunities for Uncertain Times
January 31, 2020 Society of Trust and Estate Practitioners: Section 1202 – The IRS’ $10,000,000 Gift to You
August 8, 2018 California Society of CPAs: The Certainty of Death & Taxes: Understanding Estates and Trusts in the Ever-Changing Environment
June 26, 2018 Abacaus Wealth Partners, Lunch N’ Learn: Tax Planning Under The 2017 Tax Act: Should the Tail Wag the Dog?
March 20, 2018 Estate Planning Council of San Diego: Family Dynamics: Problem Children and Other Dysfunctions
February 7, 2018 Woodland Hills Tax & Estate Planning Council: Family Dynamics: Problem Children and Other Dysfunctions
October 27, 2017 The Tax & Estate Planning Forum: Family Dynamics: Problem Children and Other Dysfunctions
October 4, 2017 Pepperdine University, Center for Estate and Gift Planning (PEPNET): Family Dynamics: Problem Children and Other Dysfunctions
June 8, 2017 - June 9, 2017 NBI Business Institute: Estate Planning and Administration: The Complete Guide
April 22, 2017 Georgetown Legacy Society: Estate and Tax Planning for a New Presidential Administration
November 18, 2016 USC Trusts & Estates Conference: Collaborative Estate Planning: How to Avoid the Sandbox Fight
July 12, 2016 Southern California Chapter of the Appraisal Institute: Attorneys Working With Appraisers
June 15, 2016 Jewish Community Foundation, Professional Advisor Speaker Series: Non-Trust Assets: How to Avoid Malpractice Issues 2
June 8, 2016 Jewish Community Foundation, Professional Advisor Speaker Series: Non-Trust Assets: How to Avoid Malpractice Issues
May 24, 2016 Beverly Hills Bar Association – Taxation Section and Trusts & Estates Section: Basis Consistency Reporting: More Questions Than Answers
October 6, 2014 Life Insurance Settlement Association Fall Meeting: Recent developments in life insurance class action litigation
May 7, 2014 Wells Fargo Private Bank: A Refresher in Probate, Trust Administration and Estate Planning
October 14, 2013 M-Marketing Meeting: Through the Looking Glass: How Trust and Estate Attorneys Recommend a Life Insurance Professional
June 12, 2013 - June 19, 2013 Jewish Foundation Breakfast Seminar: Anatomy of a Life Insurance Trust - Nuts and Bolts
May 16, 2013 ABA Real Property Trust and Estate Law section: Income and Transfer Tax Planning Group Webinar
April 13, 2013 Making Your Case: Trial Advocacy in Probate Court Los Angeles Superior Court (Los Angeles, CA)
March 12, 2013 California State Bar's Financial Institutions Committee: Fiduciary Litigation: Avoiding Liability
July 15, 2010 JMBM's Corporate Counsel Roundtable: When Management Asks You About Their Estate Planning, Will You Be Prepared? JMBM Offices in Los Angeles (Los Angeles, CA)