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November 2018

BHEPC Meeting – State of LA Economics – Dr. Somjita Mitra – Sponsored by The Cilic Group

November 5, 2018 @ 6:00 pm - 8:30 pm
Mr. C Beverly Hills, 1224 Beverwil Drive
Los Angeles, CA 90035
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For more information on our sponsor, go to https://www.cilicgroup.com/ Featured Speaker: Somjita Mitra, Ph.D. Somjita 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…

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January 2019

BHEPC – Meeting – Trust and Estate Litigation – Sponsored by Pristine Estates

January 7, 2019 @ 6:00 pm - 8:30 pm
Mr. C Beverly Hills, 1224 Beverwil Drive
Los Angeles, CA 90035
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Speakers: Gabrielle Vidal & Rodney Lee, Loeb & Loeb – Trust and Estates Litigation Gabrielle Vidal is co-chair of Loeb & Loeb’s Trust and Estate Litigation Practice. She concentrates on high net worth trust, probate, conservatorship, and guardianship litigation, and is known for her success at trial in high profile private wealth disputes. Most recently, she served as lead trial counsel to Sumner Redstone, controlling shareholder of Viacom Inc. and CBS Corp., securing complete dismissal of the matter after the…

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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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