Event Search JMBM Events Lawyer: Eric R. Bardwell February 12, 2025 YPO Forum: Estate Planning April 25, 2024 CFAOC Wealth Management Symposium: Estate Planning in 2024 and Beyond October 2, 2023 - October 5, 2023 2023 Motel 6 & Studio 6 Owners Conference: Estate Planning September 9, 2021 Appraisal Institute’s 2021 IRS Valuation Summit: Los Angeles Attorney Panel November 30, 2020 Young Presidents' Organization: Best of the Best – Tax Planning for 2021 January 31, 2020 Society of Trust and Estate Practitioners: Section 1202 – The IRS’ $10,000,000 Gift to You September 18, 2017 - September 19, 2017 NBI Business Institute: Tax Consequences of Trusts June 8, 2017 - June 9, 2017 NBI Business Institute: Estate Planning and Administration: The Complete Guide August 18, 2016 Chapman Law School: Real Estate Tax Planning July 12, 2016 Southern California Chapter of the Appraisal Institute: Attorneys Working With Appraisers 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 May 7, 2014 Wells Fargo Private Bank: A Refresher in Probate, Trust Administration and Estate Planning
January 31, 2020 Society of Trust and Estate Practitioners: Section 1202 – The IRS’ $10,000,000 Gift to You
June 8, 2017 - June 9, 2017 NBI Business Institute: Estate Planning and Administration: The Complete Guide
July 12, 2016 Southern California Chapter of the Appraisal Institute: Attorneys Working With Appraisers
May 7, 2014 Wells Fargo Private Bank: A Refresher in Probate, Trust Administration and Estate Planning