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February 2019

BHEPC Meeting – Feb. 4 Sponsored by Douglas Ellman – Basis Planning

February 4, 2019 @ 6:00 pm - 8:30 pm
Mr. C Beverly Hills, 1224 Beverwil Drive
Los Angeles, CA 90035
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About our Sponsor: The Master Trust & Probate Division was created 15 years ago to meet the unique challenges of trust, conservatorship and probate real property sales. We offer Trustees the specialized skills required to navigate these complex transactions, along with the marketing expertise needed to maximize and optimize the value of these properties. Our proactive marketing platform is the industry leader, consistently generating multiple offers and higher-than-market value sale prices. Clientele of the Executive Directors include Fortune 50 and…

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March 2019

BHEPC Meeting “Planning Strategies Under the Current Tax Regime”

March 4, 2019 @ 6:00 pm - 8:30 pm
Mr. C Beverly Hills, 1224 Beverwil Drive
Los Angeles, CA 90035
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Sponsor: Compass The 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…

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May 2019

BHEPC Meeting

May 6, 2019 @ 6:00 pm - 8:30 pm
Mr. C Beverly Hills, 1224 Beverwil Drive
Los Angeles, CA 90035
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BHEPC Meeting -“Fiduciary Accounting” Sponsored by Probate & Trust - CREM Group Presented by: Francine Lee, Ernst & Young LLP Francine Lee is a Senior Manager in EY’s Fiduciary/Trust & Estate Accounting Services team and Business Leader in EY’s Fiduciary Trust & Estate Tax Administration Services group focusing on the development of go to market strategies and managing relationships with institutional wealth management clients. She has over 25 years of experience creating solutions for HNW clients and building platforms, products and services…

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June 2019

Summer Cocktail Reception

June 3, 2019 @ 6:00 pm - 8:00 pm
Bar Verde – Nordstrom Century City, 10250 Santa Monica Blvd.
Century City, CA 90067 United States
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Join us for Cocktails and hors d'oeuvres to celebrate a great year of BHEPC! Bar Verde Nordstrom Century City 10250 Santa Monica Blvd. Los Angeles, CA 90067 (Bar Verde is located inside of Nordstrom on the third floor.) PLEASE R.S.V.P. to Stacey Davy by Wednesday, May 29 and 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. Email: sdavy@kandklaw.com Telephone: (310) 475-1444 | The June meeting is generously sponsored…

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October 2019

BHEPC Meeting – “How to get Court Approval of Fiduciary Reports, Accountings and Attorney Fees.”

October 7, 2019 @ 6:00 pm - 8:00 pm
Mr. C Beverly Hills, 1224 Beverwil Drive
Los Angeles, CA 90035
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$80.00

Sponsor : CREM Real Estate Group Born 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. https://www.cremgroupre.com/ Topic : How to get Court Approval of Fiduciary Reports, Accountings and Attorney Fees. This presentation will include a "behind the scenes" view of the processing of Accountings, provide practice tips…

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November 2019

BHEPC Meeting – Revenge of the Caregiver

November 4, 2019 @ 6:00 pm - 8:00 pm
Mr. C Beverly Hills, 1224 Beverwil Drive
Los Angeles, CA 90035
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Sponsor - The Cilic Group The 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. https://www.cilicgroup.com/ Meeting Topic : Revenge of the Caregiver This 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…

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December 2019

BHEPC Meeting – Speaker Adam Streisand

December 2, 2019 @ 6:00 pm - 8:00 pm
Mr. C Beverly Hills, 1224 Beverwil Drive
Los Angeles, CA 90035
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Speaker - Adam Streisand Adam 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…

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January 2020

BHEPC Meeting – International Tax for Estate Planning

January 6 @ 6:00 pm - 8:00 pm
Mr. C Beverly Hills, 1224 Beverwil Drive
Los Angeles, CA 90035
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Meeting Topic : International Tax for Estate Planning. Paul Sczudlo and Tom Giordano will be the speakers for this meeting. Paul 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,…

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February 2020

BHEPC Meeting – Asset Protection Strategies

February 3 @ 6:00 pm - 8:00 pm
Mr. C Beverly Hills, 1224 Beverwil Drive
Los Angeles, CA 90035
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Sponsor - Heritage Auctions Heritage 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. Meeting Topic : Asset Protection Strategies Speaker : Jacob Stein Jacob…

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March 2020

BHEPC Meeting

March 2 @ 6:00 pm - 8:00 pm
Mr. C Beverly Hills, 1224 Beverwil Drive
Los Angeles, CA 90035
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