BEGIN:VCALENDAR VERSION:2.0 PRODID:-//BHEPC - ECPv6.15.20//NONSGML v1.0//EN CALSCALE:GREGORIAN METHOD:PUBLISH X-WR-CALNAME:BHEPC X-ORIGINAL-URL:https://bhepc.org X-WR-CALDESC:Events for BHEPC REFRESH-INTERVAL;VALUE=DURATION:PT1H X-Robots-Tag:noindex X-PUBLISHED-TTL:PT1H BEGIN:VTIMEZONE TZID:America/Los_Angeles BEGIN:DAYLIGHT TZOFFSETFROM:-0800 TZOFFSETTO:-0700 TZNAME:PDT DTSTART:20150308T100000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0700 TZOFFSETTO:-0800 TZNAME:PST DTSTART:20151101T090000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0800 TZOFFSETTO:-0700 TZNAME:PDT DTSTART:20160313T100000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0700 TZOFFSETTO:-0800 TZNAME:PST DTSTART:20161106T090000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0800 TZOFFSETTO:-0700 TZNAME:PDT DTSTART:20170312T100000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0700 TZOFFSETTO:-0800 TZNAME:PST DTSTART:20171105T090000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0800 TZOFFSETTO:-0700 TZNAME:PDT DTSTART:20180311T100000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0700 TZOFFSETTO:-0800 TZNAME:PST DTSTART:20181104T090000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0800 TZOFFSETTO:-0700 TZNAME:PDT DTSTART:20190310T100000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0700 TZOFFSETTO:-0800 TZNAME:PST DTSTART:20191103T090000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0800 TZOFFSETTO:-0700 TZNAME:PDT DTSTART:20200308T100000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0700 TZOFFSETTO:-0800 TZNAME:PST DTSTART:20201101T090000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0800 TZOFFSETTO:-0700 TZNAME:PDT DTSTART:20210314T100000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0700 TZOFFSETTO:-0800 TZNAME:PST DTSTART:20211107T090000 END:STANDARD END:VTIMEZONE BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20200504T180000 DTEND;TZID=America/Los_Angeles:20200504T200000 DTSTAMP:20260430T184618 CREATED:20191025T183228Z LAST-MODIFIED:20191107T003427Z UID:1558-1588615200-1588622400@bhepc.org SUMMARY:BHEPC Meeting DESCRIPTION:Sponsor – Abell Auctions \nAbell Auctions has been a family-run\, serviced-oriented business since 1916.Originally a furniture store in Los Angeles\, founder A.N. Abell bought the business from a family member in 1912\, changed the name to Liberty Auctions and transformed it into a successful antique store with a rich and beautiful tradition. Liberty Auctions was eventually relocated to West Adams\, renamed A.N. Abell Auction Company. \nWith a century of experience in fine art and antiques\, Abell offers a number of extraordinary objects with its weekly estate auctions every Thursday featuring over 1\,000 items including fine furniture and furnishings\, jewelry\, silver\, paintings and prints\, along with an eclectic assortment of household and other items. Quarterly\, Abell offers a catalogued auction of antiques\, fine art and decorations. Highlights have ranged from European to Chinese\, traditional to contemporary\, and exquisite silver and jewelry to singular sculptures and paintings. \nHome URL:https://bhepc.org/event/bhepc-meeting-4/ LOCATION:Mr. C Beverly Hills\, 1224 Beverwil Drive\, Los Angeles\, CA\, 90035 CATEGORIES:Monthly Meetings END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20200302T180000 DTEND;TZID=America/Los_Angeles:20200302T200000 DTSTAMP:20260430T184618 CREATED:20191025T181610Z LAST-MODIFIED:20191107T003319Z UID:1555-1583172000-1583179200@bhepc.org SUMMARY:BHEPC Meeting DESCRIPTION: URL:https://bhepc.org/event/bhepc-meeting-3/ LOCATION:Mr. C Beverly Hills\, 1224 Beverwil Drive\, Los Angeles\, CA\, 90035 CATEGORIES:Monthly Meetings END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20200203T180000 DTEND;TZID=America/Los_Angeles:20200203T200000 DTSTAMP:20260430T184618 CREATED:20191025T173624Z LAST-MODIFIED:20200123T024113Z UID:1553-1580752800-1580760000@bhepc.org SUMMARY:BHEPC Meeting - Asset Protection Strategies DESCRIPTION:Sponsor – Heritage Auctions \nHeritage Auctions is the largest auction house founded in the United States\, with $826+ million in sales worldwide in 2018\, specializing in over 40 categories including Coins\, Jewelry & Timepieces\, Fine and Decorative arts\, Entertainment and Sports Memorabilia. Our Trusts & Estates department offers a full range of auction and appraisal services to trust and estate professionals\, for personal assets from initial consultation to settlement. \nMeeting Topic : Asset Protection Strategies \nSpeaker : Jacob Stein \nJacob Stein\, Esq. is the managing partner of Aliant\, LLP. He specializes in structuring international business transactions\, complex U.S. and international tax planning and asset protection planning. Mr. Stein received his law degree from the University of Southern California\, and a Master of Laws in Taxation from Georgetown University. He has been accredited by the State Bar of California as a Certified Tax Law Specialist. \nMr. Stein has been ranked by Chambers HNW 2019. He is AV-rated (highest possible rating) by Martindale-Hubbell 2018\, has been named ‘A Super Lawyer’ by the Los Angeles Magazine and listed in the top 1% of ‘America’s Most Honored Professionals 2019’ by the American Registry. \nOver the course of his career Mr. Stein has represented officers and directors of Fortune 500 companies; Forbes 400 families around the world; celebrities; high-profile entrepreneurs; private equity funds; wealthy foreigners doing business in the United States and many more. \n  URL:https://bhepc.org/event/bhepc-meeting-asset-protection-strategies/ LOCATION:Mr. C Beverly Hills\, 1224 Beverwil Drive\, Los Angeles\, CA\, 90035 CATEGORIES:Monthly Meetings END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20200106T180000 DTEND;TZID=America/Los_Angeles:20200106T200000 DTSTAMP:20260430T184618 CREATED:20191025T170114Z LAST-MODIFIED:20191107T002613Z UID:1551-1578333600-1578340800@bhepc.org SUMMARY:BHEPC Meeting - International Tax for Estate Planning DESCRIPTION:Meeting Topic : International Tax for Estate Planning. \n\nPaul Sczudlo and Tom Giordano will be the speakers for this meeting. \nPaul Sczudlo is an attorney with Withersworldwide in the private client and tax team.  He has over 35 years’ experience focused on global planning matters. Paul is widely recognized for his practice in cross-border and entertainment tax planning. His clients have ranged broadly from high-net-worth individuals; foreign investors in U.S. real estate and other U.S.-situated assets; Americans with offshore investments\, acquisitions and business activities; and actors\, musicians\, writers\, producers\, directors and agents; to film production and distribution companies; public and closely-held businesses; and financial institutions. \n\n\n\nThomas Giordano is a partner at Karlin & Peebles\, LLP.  Thomas’s practice focuses primarily on advising high net worth individuals and closely held businesses in connection with international income tax and estate planning issues.  A significant portion of Thomas’s practice involves advising global families with respect to structuring and reorganizing multinational businesses to minimize worldwide taxes.  Thomas also regularly advises clients regarding pre-immigration planning\, foreign investment in the United States\, US residency planning and management\, and expatriation planning. URL:https://bhepc.org/event/bhepc-meeting-international-tax-for-estate-planning/ LOCATION:Mr. C Beverly Hills\, 1224 Beverwil Drive\, Los Angeles\, CA\, 90035 CATEGORIES:Monthly Meetings END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20191202T180000 DTEND;TZID=America/Los_Angeles:20191202T200000 DTSTAMP:20260430T184618 CREATED:20191025T164415Z LAST-MODIFIED:20191107T002444Z UID:1549-1575309600-1575316800@bhepc.org SUMMARY:BHEPC Meeting - Speaker Adam Streisand DESCRIPTION:Speaker – Adam Streisand \nAdam Streisand is a partner at SheppardMullin.  “Adam Streisand is widely regarded as one of the nation’s top trial attorneys\, particularly in high profile litigation involving private wealth disputes\, fiduciary litigation\, business succession and partnership disputes and litigation involving trusts\, estates and conservatorships” (Los Angeles Business Journal\, “Top Litigators”\, August 13\, 2018). Mr. Streisand was named U.S. Trusts and Estates Litigator of the Year in 2019 by Chambers HNW. Mr. Streisand is best known for his victories in courtroom battles over celebrity estates and\, as Bill Plaschke of the Los Angeles Times wrote: “Streisand was the lawyer who … rescued both local NBA teams.” Mr. Streisand’s trial victory for former Microsoft CEO Steve Ballmer against Donald Sterling resulted in Ballmer’s $2 billion purchase of the Los Angeles Clippers. But\, as the Los Angeles Daily Journal explained\, what captured the legal world completely by surprise was his “particularly adept legal gambit involving a rarely invoked clause of California’s probate code” that made it all happen. As the Los Angeles Times noted\, two years later\, “Adam Streisand carried the future of the Lakers into Room 629 at the Stanley Mosk Courthouse in downtown Los Angeles. The veteran attorney is no stranger to high profile cases…. In a very real way\, he [was] being asked to save the Lakers.” As ESPN reported\, “Jeanie Buss and her lawyer Adam Streisand won a decisive legal victory to prevent a coup attempt.” \n  URL:https://bhepc.org/event/bhepc-meeting-speaker-adam-streisand/ LOCATION:Mr. C Beverly Hills\, 1224 Beverwil Drive\, Los Angeles\, CA\, 90035 CATEGORIES:Monthly Meetings END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20191104T180000 DTEND;TZID=America/Los_Angeles:20191104T200000 DTSTAMP:20260430T184618 CREATED:20191002T154123Z LAST-MODIFIED:20191107T002700Z UID:1524-1572890400-1572897600@bhepc.org SUMMARY:BHEPC Meeting - Revenge of the Caregiver DESCRIPTION:Sponsor – The Cilic Group \nThe Cilic Group combines a love of real estate and community by passionately providing experience-based guidance to Buyers and Sellers\, assisting them in achieving their real estate goals\, while giving back to the community through service and philanthropy. \nhttps://www.cilicgroup.com/ \nMeeting Topic : Revenge of the Caregiver \nThis presentation given by Debbie Petito\, Esq. and Kristine Kwong\, Esq. will discuss the role and laws affecting caregivers in today’s society.  Topics will include\, but not be limited to state wage laws\, roles of domestic workers\, person attendants\, live-in attendants\, non live-in attendants\, and legal issues involved in all. \nJust when you thought the Probate Code had put a stop to caregivers grabbing all or a big chunk of your decedent’s estate\, caregivers have found a new way to deplete the decedent’s assets. Come learn how the California Labor Code sets traps for the unwary that can result in significant amounts being owed to caregivers. Debbie Petito and Kristine Kwang will tell you where the traps are and will give you some ideas on how your clients can avoid them. \nDeborah Petito is a shareholder in the Labor and Employment\, Trusts and Estates and Litigation practice groups at Clark & Trevithick.  She handles all types of employment matters\, including those with unions\, and acts as outside employment counsel to several companies in various industries.  In addition\, she handles trust litigation matters\, including financial elder abuse\, and claims against an elder \, trustee or beneficiary for unpaid wages filed or asserted by a caregiver. \nKristine Kwong is a partner in the Los Angeles office of Musick\, Peeler & Garrett.  She advises and counsels employers in a variety of labor and employment matters\, including wage and hour issues\, leaves of absences\, and business operational matters.   She has been retained as both a plaintiff and defense expert witness in business operational and employment matters in harassment and discrimination claims. URL:https://bhepc.org/event/bhepc-meeting-revenge-of-the-caregiver/ LOCATION:Mr. C Beverly Hills\, 1224 Beverwil Drive\, Los Angeles\, CA\, 90035 CATEGORIES:Monthly Meetings ATTACH;FMTTYPE=image/png:https://bhepc.org/wp-content/uploads/2019/10/CILIC_logo_rev-e1570819901653.png END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20191007T180000 DTEND;TZID=America/Los_Angeles:20191007T200000 DTSTAMP:20260430T184618 CREATED:20191002T172909Z LAST-MODIFIED:20191003T164446Z UID:1522-1570471200-1570478400@bhepc.org SUMMARY:BHEPC Meeting - "How to get Court Approval of Fiduciary Reports\, Accountings and Attorney Fees." DESCRIPTION:Sponsor : CREM Real Estate Group \nBorn from the desire to establish a new benchmark in real estate brokerage services\, The CREM Group leverages legal acumen\, the latest technology\, design and hyper-detailed client-centric commitment ensuring each client receive unmated personalized service throughout and beyond their real estate journey. \nhttps://www.cremgroupre.com/ \nTopic : How to get Court Approval of Fiduciary Reports\, Accountings and Attorney Fees. \nThis presentation will include a “behind the scenes” view of the processing of Accountings\, provide practice tips for preparing your Accountings\, give insight to a Probate Attorney’s fee recommendations and also insight to a Judicial Officer’s review of attorney fee requests. \nFeatured Speakers : Judge House\, Sarah Broomer\, Virginia Sharpe \nJudge Mary Thornton House retired from the Los Angeles Superior Court in September 2018 after serving for 22 years.  She is a private neutral for Alternative Resolution Centers (ARC).  Prior to her retirement\, she presided over trusts\, wills\, estate\, conservatorship and guardianship matters in Pasadena and the Stanley Mosk Courthouse.  The bulk of her years on the Superior Court was in probate or general civil litigation individual calendar courts. \nSarah S. Broomer is a partner with Ruttenberg Cutler\, LLP.  Her practice includes all aspects of complex conservatorship\, fiduciary\, and trust and estate litigation.  Sarah also handles all aspects of estate planning\, family succession planning\, charitable giving and insurance trusts.  During law school\, Sarah served as law clerk to the Hon. Aviva K. Bobb\, the Presiding Judge of the Probate Court\, where she reviewed accountings and prepared probate notes.  When Sarah is not practicing law\, she is likely asking her two sweet children to put on their shoes for the hundredth time. \nVirginia Sharpe has worked as a  probate attorney for the Los Angeles Superior Court for 20 years. She is a Los Angeles native\, having been raised in Santa Monica and attended Loyola Law School.  Her first job after law school was as the legal director for the non-profit The Desert AIDS Project in Palm Springs during the height of the HIV/AIDS epidemic. Her undergraduate degree from the University of California\, Davis is in Genetics and she worked for a time at the California Primate Research Center. She no longer works with monkeys. URL:https://bhepc.org/event/bhepc-meeting-how-to-get-court-approval-of-fiduciary-reports-accountings-and-attorney-fees/ LOCATION:Mr. C Beverly Hills\, 1224 Beverwil Drive\, Los Angeles\, CA\, 90035 CATEGORIES:Monthly Meetings ATTACH;FMTTYPE=image/png:https://bhepc.org/wp-content/uploads/2019/10/CREM.png END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20190603T180000 DTEND;TZID=America/Los_Angeles:20190603T200000 DTSTAMP:20260430T184618 CREATED:20190520T163253Z LAST-MODIFIED:20190520T163253Z UID:1492-1559584800-1559592000@bhepc.org SUMMARY:Summer Cocktail Reception DESCRIPTION:Join us for Cocktails and hors d’oeuvres to celebrate a great year of BHEPC! \n\nBar Verde \nNordstrom Century City \n10250 Santa Monica Blvd. \nLos Angeles\, CA 90067 \n\n(Bar Verde is located inside of Nordstrom on the third floor.) \n\nPLEASE R.S.V.P. to Stacey Davy by Wednesday\, May 29 \nand indicate whether you plan to bring a guest. The $75.00 guest fee can be paid by cash\, check\, or PayPal to the userbhepc1@yahoo.com. \n\nEmail: sdavy@kandklaw.com \nTelephone: (310) 475-1444 | \n\n\nThe June meeting is generously sponsored by: Abell and RMO \n\n  URL:https://bhepc.org/event/summer-cocktail-reception/ LOCATION:Bar Verde – Nordstrom Century City\, 10250 Santa Monica Blvd.\, Century City\, CA\, 90067\, United States CATEGORIES:Monthly Meetings,Notice ATTACH;FMTTYPE=image/jpeg:https://bhepc.org/wp-content/uploads/2019/05/ls.jpg END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20190304T180000 DTEND;TZID=America/Los_Angeles:20190304T203000 DTSTAMP:20260430T184618 CREATED:20190222T190659Z LAST-MODIFIED:20190222T190659Z UID:1460-1551722400-1551731400@bhepc.org SUMMARY:BHEPC Meeting “Planning Strategies Under the Current Tax Regime” DESCRIPTION:Sponsor: Compass \nThe Trust and Probate Division of Compass was created to meet the challenges of selling a home or investment property held in a trust\, conservatorship and through the probate sale process. Our qualified Directors and Real Estate Professionals offer trustees and fiduciaries the specialized skills needed to manage these complex transactions\, as well as the marketing expertise it takes to maximize these properties’ value. Our marketing program is the leader in this field\, regularly generating multiple offers and sale prices higher than market value. Our experienced Directors and Real Estate Professionals represent trust departments at major banking institutions across Los Angeles\, CPA’s\, noted law firms\, estate planners and financial consultants. We understand that for the descendant’s loved ones\, this can be a sensitive time. We are careful to protect their privacy and honor the estate’s legacy as we provide the quality of service that makes for a seamless transaction. \n  \nMeeting Topic:  “Planning Strategies Under the Current Tax Regime” \nPresented by: Jonathan Forster\, Weinstock Manion\, ALC\, Brian Gray\, Gursey Schneider\, LLP\, Duncan Rolph\, Miracle Mile Advisors \n  \n  \n  URL:https://bhepc.org/event/bhepc-meeting-planning-strategies-under-the-current-tax-regime/ LOCATION:Mr. C Beverly Hills\, 1224 Beverwil Drive\, Los Angeles\, CA\, 90035 CATEGORIES:Monthly Meetings ATTACH;FMTTYPE=image/jpeg:https://bhepc.org/wp-content/uploads/2019/02/compass-solo.jpg END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20181105T180000 DTEND;TZID=America/Los_Angeles:20181105T203000 DTSTAMP:20260430T184618 CREATED:20180930T184011Z LAST-MODIFIED:20181025T155100Z UID:1398-1541440800-1541449800@bhepc.org SUMMARY:BHEPC Meeting - State of LA Economics - Dr. Somjita Mitra - Sponsored by The Cilic Group DESCRIPTION:For more information on our sponsor\, go to https://www.cilicgroup.com/ \nFeatured Speaker: Somjita Mitra\, Ph.D. \nSomjita Mitra is the Director of the Institute for Applied Economics at LAEDC. She joined the Institute for Applied Economics as an Economist in June 2013. She is involved in the planning\, designing and conducting of research and analysis for consulting clients and local businesses and governments\, as well as for LAEDC’s internal departments. Her focus is in regional analysis\, economic impact studies and the industrial and occupational structure of local economies. \nBefore joining the LAEDC\, Dr. Mitra was an Economist for a local economic research and litigation consulting company evaluating economic damages\, estimating lost profits\, identifying key economic issues and developing necessary analytical and empirical frameworks. Prior to this\, Dr. Mitra was a Project Director for a consumer research firm in Los Angeles where she managed projects that identified and analyzed key market issues for small\, local firms as well as multinational corporations. \nDr. Mitra received her Bachelor of Arts in Economics and Political Science from the University of California\, Los Angeles and her Master of Arts in Politics\, Economics and Business as well as her Ph.D. in Economics from Claremont Graduate University. Dr. Mitra enjoys volunteering in the local community and is actively involved in both women’s welfare and animal rescue organizations. URL:https://bhepc.org/event/bhepc-meeting-state-of-la-economics-dr-somjita-mitra/ LOCATION:Mr. C Beverly Hills\, 1224 Beverwil Drive\, Los Angeles\, CA\, 90035 CATEGORIES:Monthly Meetings ATTACH;FMTTYPE=image/png:https://bhepc.org/wp-content/uploads/2018/09/CILIC_logo_BW-e1540482454202.png END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20180507T180000 DTEND;TZID=America/Los_Angeles:20180507T200000 DTSTAMP:20260430T184618 CREATED:20180307T184332Z LAST-MODIFIED:20180307T184332Z UID:1338-1525716000-1525723200@bhepc.org SUMMARY:BHPEC Meeting: Investments DESCRIPTION:Speaker: Paul Bosse\, Senior Economist from The Vanguard Group \n  \nMr. Bosse is a principal with Vanguard Investment Strategy Group. He consults with institutional clients on asset allocation and portfolio construction.\nBefore joining Vanguard in 2006\, Mr. Bosse was director of asset allocation and chairman of the investment committee at DuPont Capital Management. While at DuPont\, he designed the strategic asset allocation for the pension trust fund and managed the global tactical asset allocation portfolio. He also had investment oversight for several international pension plans and the employee defined contribution plan\, including fund monitoring and investment design. Previous responsibilities at DuPont included developing quantitative equity strategies and managing a small-cap fund. \nMr. Bosse is a former member of the University of Delaware Endowment Fund’s investment committee and is a CFA® charterholder. He earned a B.S. from the University of Virginia and an M.B.A. from the Kelley School of Business at Indiana University. URL:https://bhepc.org/event/bhpec-meeting-investments/ LOCATION:InterContinental Los Angeles\, 2151 Avenue of the Stars\, Los Angeles\, CA\, 90067\, United States CATEGORIES:Monthly Meetings ATTACH;FMTTYPE=image/jpeg:https://bhepc.org/wp-content/uploads/2018/03/investments-e1520448186931.jpg END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20171002T180000 DTEND;TZID=America/Los_Angeles:20171002T200000 DTSTAMP:20260430T184618 CREATED:20170923T035115Z LAST-MODIFIED:20170923T035115Z UID:1294-1506967200-1506974400@bhepc.org SUMMARY:BHEPC Meeting DESCRIPTION:Robert Strauss\, Weinstock Manion \n“Pre-Liquidity Event Planning” \nAs a teacher of Advanced Estate Planning at UCLA Extension and a frequent speaker\, Rob is well-versed at communicating sophisticated estate planning concepts to a diverse audience. He enjoys the challenge of ensuring that everyone in the room\, regardless of background\, gains a visceral understanding of the topic. As a by-product of his teaching and speaking engagements\, Rob remains ahead of trends in estate planning and tax law. URL:https://bhepc.org/event/bhepc-meeting/ LOCATION:InterContinental Los Angeles\, 2151 Avenue of the Stars\, Los Angeles\, CA\, 90067\, United States CATEGORIES:Monthly Meetings ATTACH;FMTTYPE=image/jpeg:https://bhepc.org/wp-content/uploads/2017/09/robert_Strauss.jpg END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20170110T183000 DTEND;TZID=America/Los_Angeles:20170110T203000 DTSTAMP:20260430T184618 CREATED:20161223T151104Z LAST-MODIFIED:20161223T151104Z UID:1197-1484073000-1484080200@bhepc.org SUMMARY:January 10 Meeting - Planning for discounts --- new Regulations --- no estate tax DESCRIPTION:Speaker: Jonathan C. Lurie\, Venable LLP \nLos Angeles estate planning and administration specialist Jonathan Lurie of Venable LLP regularly advises ultra high net worth individuals and families\, both domestically and internationally. One source says: “He’s funny\, very results-oriented\, super-smart and an expert in valuations of private business.” A peer describes him as a “very fine lawyer. He has terrific practice\, extremely bright and with a very sophisticated high-end practice. We would love to steal him! He has all the sophistication and skill of any lawyer\, and a great bedside manner.” URL:https://bhepc.org/event/january-10-meeting-planning-for-discounts-new-regulations-no-estate-tax/ LOCATION:InterContinental Los Angeles\, 2151 Avenue of the Stars\, Los Angeles\, CA\, 90067\, United States CATEGORIES:Monthly Meetings ATTACH;FMTTYPE=image/png:https://bhepc.org/wp-content/uploads/2016/12/2017_Happy_New_Year_Transparent_PNG_Image.png END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20161205T180000 DTEND;TZID=America/Los_Angeles:20161205T203000 DTSTAMP:20260430T184618 CREATED:20160831T174951Z LAST-MODIFIED:20160901T212641Z UID:1136-1480960800-1480969800@bhepc.org SUMMARY:December 5\, 2016 - Monthly Meeting DESCRIPTION:The BHEPC meets the first Monday of the every month from 6pm to 8:30pm\, from October through July (April is tax recess) at Hotel Intercontinental\,  2151 Avenue of the Stars\, Los Angeles\, CA 90067.  URL:https://bhepc.org/event/december-5-2016-monthly-meeting/ LOCATION:InterContinental Los Angeles\, 2151 Avenue of the Stars\, Los Angeles\, CA\, 90067\, United States CATEGORIES:Monthly Meetings ATTACH;FMTTYPE=image/jpeg:https://bhepc.org/wp-content/uploads/2016/08/gifts-570821_1920-1140x600.jpg END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20161107T180000 DTEND;TZID=America/Los_Angeles:20161107T203000 DTSTAMP:20260430T184618 CREATED:20160831T174014Z LAST-MODIFIED:20161101T211046Z UID:1132-1478541600-1478550600@bhepc.org SUMMARY:November 7\, 2016 - Monthly Meeting DESCRIPTION:Michel Zelnick\, Founder\, The Zelnick Group \n \nPresents “The Psychology of Estate Planning” \n\nMichel uses his experience as a CPA\, attorney\, and licensed clinical psychotherapist to advise business partners who are in conflict with one another and are at a serious impasse. His expertise in harnessing conflict and collaboration skill building spans over twenty years in business leadership roles and ten years of psychological practice. Michel’s business experience is grounded in a many facets of executive management\, including roles as President & CEO\, Chief Financial Officer\, Attorney\, and CPA with private and public companies. \nAs the founder of The Zelnick Group\, he regularly presents on the subject of harnessing conflict\, the psychology of finance\, and the psychology of succession planning. He has advised numerous public and private businesses\, partnerships\, families\, and boards. In addition to his private practice working with couples and families in La Jolla\, California\, Michel’s clinical experience has included working as a psychotherapist with both the Departments of Psychiatry at the University of California\, San Diego and at the Veterans Health Administration\, San Diego. \nMichel has also advised and served on several not-for-profit boards\, principally in the areas of finance\, leadership\, strategic planning\, and group facilitation. \nMichel’s holds a Masters in Marriage and Family Therapy from the University of San Diego School of Leadership and Education Sciences\, a Juris Doctor from the University of San Diego School of Law\, a Masters in Public Accounting from McGill University School of Graduate Studies\, and a Bachelor of Commerce in Accounting and Finance from the McGill University School of Management. He is also certified in sports psychology. \nMichel is licensed in California as a CPA (inactive)\, an attorney (inactive)\, and a Marriage and Family Therapist. \n\nThe BHEPC meets the first Monday of the every month from 6pm to 8:30pm\, from October through July (April is tax recess) at Hotel Intercontinental\,  2151 Avenue of the Stars\, Los Angeles\, CA 90067.  \n\n \n \n RSVP for Meeting\n \n \n RSVP for EventAttendee Name*\n \n \n \n First\n \n \n \n \n Last\n \n \n Attendee Email*\n \n Meal Preference*ChickenSteakVegetarianFishGuests are Welcome!Complete the registration form for each guest below. Members are responsible for the $145 fee for each of their guests. You may pay at the door or pay your guest fee securely via PayPal.Guest Name\n \n \n \n First\n \n \n \n \n Last\n \n \n If you are bringing a guest please select a dinner menu option below.Meal PreferenceChickenSteakVegetarianFish\n \n \n \n \n \n \n \n \n \n \n \n \n Δ URL:https://bhepc.org/event/november-7-2016-monthly-meeting/ LOCATION:InterContinental Los Angeles\, 2151 Avenue of the Stars\, Los Angeles\, CA\, 90067\, United States CATEGORIES:Monthly Meetings END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20161010T180000 DTEND;TZID=America/Los_Angeles:20161010T203000 DTSTAMP:20260430T184619 CREATED:20160831T173311Z LAST-MODIFIED:20160901T203923Z UID:1130-1476122400-1476131400@bhepc.org SUMMARY:October 10\, 2016 - Monthly Meeting DESCRIPTION:The BHEPC meets the first Monday of the every month from 6pm to 8:30pm\, from October through July (April is tax recess) at Hotel Intercontinental\,  2151 Avenue of the Stars\, Los Angeles\, CA 90067.  \nSpeaker: Laura Zwicker \nPartner\, Greenberg Glusker \n“Lessons from the Sterling Saga” \nLaura Zwicker chairs Greenberg Glusker’s Private Client Services Group. Ms. Zwicker’s practice focuses primarily on counseling high net worth individuals and their families in connection with domestic and international estate and tax planning issues and business succession planning; advising financial institutions with regard to fiduciary and custodial issues; forming\, advising and dissolving non-profit organizations; and probate and post-death trust administration. \nMs. Zwicker has received many accolades\, including being ranked in Chambers and Partners USA and their inaugural Global High Net Worth Guide (2016) for Private Wealth Management; as a “Top Woman Lawyer” by the Daily Journal (2016); as a “Trust & Estate Trailblazers” by the National Law Journal (2016); Best Lawyers in America (2013-2016); Los Angeles Business Journal’s “Who’s Who In L.A. Law” (2009); Southern California Super Lawyers for Estate Planning & Probate (2010-2016); and she is rated “AV Preeminent 5.0 out of 5\,” by Martindale Hubbell. She frequently provides media commentary\, including “Prince Died Without A Will. What Happens Next To His $150 Million-Plus Estate?\,” Forbes\, April 27\, 2016\, and “Robin Williams Posthumously Blocks a New Aladdin Sequel Featuring His Voice\,” Vanity Fair\, November 2015. \nhttp://www.greenbergglusker.com/people/attorneys/Zwicker#tab5 URL:https://bhepc.org/event/october-10-2016-monthly-meeting/ LOCATION:InterContinental Los Angeles\, 2151 Avenue of the Stars\, Los Angeles\, CA\, 90067\, United States CATEGORIES:Monthly Meetings ATTACH;FMTTYPE=image/jpeg:https://bhepc.org/wp-content/uploads/2016/08/estate-planning.jpg END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20160606T180000 DTEND;TZID=America/Los_Angeles:20160606T200000 DTSTAMP:20260430T184619 CREATED:20160210T204247Z LAST-MODIFIED:20160210T204247Z UID:670-1465236000-1465243200@bhepc.org SUMMARY:Probate Judge Panel: The Real World DESCRIPTION: URL:https://bhepc.org/event/probate-judge-panel-the-real-world/ LOCATION:InterContinental Los Angeles\, 2151 Avenue of the Stars\, Los Angeles\, CA\, 90067\, United States CATEGORIES:Monthly Meetings END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20160502T180000 DTEND;TZID=America/Los_Angeles:20160502T200000 DTSTAMP:20260430T184619 CREATED:20160210T204218Z LAST-MODIFIED:20160411T230131Z UID:669-1462212000-1462219200@bhepc.org SUMMARY:DINGs\, NINGS and Such Things DESCRIPTION:RSVP for this event URL:https://bhepc.org/event/dings-nings-and-such-things/ LOCATION:InterContinental Los Angeles\, 2151 Avenue of the Stars\, Los Angeles\, CA\, 90067\, United States CATEGORIES:Monthly Meetings END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20160307T180000 DTEND;TZID=America/Los_Angeles:20160307T200000 DTSTAMP:20260430T184619 CREATED:20160210T204121Z LAST-MODIFIED:20160210T204121Z UID:667-1457373600-1457380800@bhepc.org SUMMARY:Planning with Prenups DESCRIPTION: URL:https://bhepc.org/event/planning-with-prenups/ LOCATION:InterContinental Los Angeles\, 2151 Avenue of the Stars\, Los Angeles\, CA\, 90067\, United States CATEGORIES:Monthly Meetings,Notice END:VEVENT END:VCALENDAR