Monthly Meetings
Planning with Prenups
InterContinental Los Angeles 2151 Avenue of the Stars, Los Angeles, CA, United StatesDINGs, NINGS and Such Things
InterContinental Los Angeles 2151 Avenue of the Stars, Los Angeles, CA, United StatesRSVP for this event
Probate Judge Panel: The Real World
InterContinental Los Angeles 2151 Avenue of the Stars, Los Angeles, CA, United States
October 10, 2016 – Monthly Meeting
InterContinental Los Angeles 2151 Avenue of the Stars, Los Angeles, CA, United StatesThe 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. Speaker: Laura Zwicker Partner, Greenberg Glusker “Lessons from the Sterling Saga” Laura Zwicker chairs Greenberg Glusker's Private Client Services Group. Ms. Zwicker's[...]
November 7, 2016 – Monthly Meeting
InterContinental Los Angeles 2151 Avenue of the Stars, Los Angeles, CA, United StatesMichel Zelnick, Founder, The Zelnick Group Presents "The Psychology of Estate Planning" Michel 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[...]
December 5, 2016 – Monthly Meeting
InterContinental Los Angeles 2151 Avenue of the Stars, Los Angeles, CA, United StatesThe 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.
January 10 Meeting – Planning for discounts — new Regulations — no estate tax
InterContinental Los Angeles 2151 Avenue of the Stars, Los Angeles, CA, United StatesSpeaker: Jonathan C. Lurie, Venable LLP Los 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[...]
BHEPC Meeting
InterContinental Los Angeles 2151 Avenue of the Stars, Los Angeles, CA, United StatesRobert Strauss, Weinstock Manion "Pre-Liquidity Event Planning" As 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.[...]
BHPEC Meeting: Investments
InterContinental Los Angeles 2151 Avenue of the Stars, Los Angeles, CA, United StatesSpeaker: Paul Bosse, Senior Economist from The Vanguard Group Mr. Bosse is a principal with Vanguard Investment Strategy Group. He consults with institutional clients on asset allocation and portfolio construction. Before joining Vanguard in 2006, Mr. Bosse was director of asset allocation and chairman of the investment committee at DuPont Capital Management. While at[...]