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November 2017

BHEPC Meeting – Panel of experts on charitable giving

November 6, 2017 @ 6:00 pm - 8:00 pm

Philanthropy panel features: Reynolds Cafferata, Partner, Rodriguez, Horii, Choi & Cafferata LLP Mr. Cafferata's practice is concentrated in the area of non-profit, tax, estate and trust law. Kent Seton, Seton and Associates Kent E. Seton, Esq., is the CEO and Chairman of the Board of the Edward Charles Foundation and a practicing lawyer in the philanthropic sector with his highly active law firm, Seton & Associates. He is a well known speaker; he has published legal articles on tax and…

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December 2017

BHEPC Meeting – Private Fiduciary Issues

December 4, 2017 @ 6:00 pm - 8:00 pm
InterContinental Los Angeles, 2151 Avenue of the Stars
Los Angeles, CA 90067 United States
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Speaker: Andy Gifford - Chief Fiduciary Officer, US Trust

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February 2018

BHEPC Meeting: Characteristics of Generationally Successful Family Owned Businesses.

February 5, 2018 @ 6:00 pm - 8:00 pm
InterContinental Los Angeles, 2151 Avenue of the Stars
Los Angeles, CA 90067 United States
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Characteristics of Generationally Successful Family Owned Businesses. What factors create success in longevity, and which prevent success. Speakers : Jim Hutcheson & Elle Hansen of Regeneration Partners James (Jim) went to work in his family owned business, never intending to stay there. Olan Mills Portrait Studios was a $35M, privately held company run by his two uncles. More than 20 years later he left as CEO/President of a $600M company with operations throughout North America and Europe. As family challenges began to impact…

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March 2018

BHEPC Meeting – Tax and Estate Planning for Postmortem Celebrity

March 5, 2018 @ 6:00 pm - 8:00 pm
InterContinental Los Angeles, 2151 Avenue of the Stars
Los Angeles, CA 90067 United States
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Speaker - Brad Cohen, Jeffer, Mangels, Butler and Mitchell Brad Cohen's practice emphasizes business planning related to complex corporate and partnership transactions, including mergers and acquisitions, financing and business succession planning, income tax planning, and estate tax planning, all on an integrated basis. Brad is best known for his business and tax advice related to the motion picture, television, music, emerging media and sports industries. One of the focuses of his practice is coordinating the relationships among the entertainment, advertising…

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May 2018

BHPEC Meeting: Investments

May 7, 2018 @ 6:00 pm - 8:00 pm
InterContinental Los Angeles, 2151 Avenue of the Stars
Los Angeles, CA 90067 United States
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Speaker: 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 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…

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October 2018

BHEPC Meeting – Certificates of Independent Review – Judge David Cowan

October 1, 2018 @ 6:30 pm - 8:30 pm
Mr. C Beverly Hills, 1224 Beverwil Drive
Los Angeles, CA 90035
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Judge David J. Cowan is a judge for the Superior Court of Los Angeles County in Los Angeles County, California. He was appointed to the court by Governor Jerry Brown on June 18, 2014. Cowan received his undergraduate degree from Columbia University and his J.D. from the University of California, Hastings College of the Law.

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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 @ 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 @ 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 @ 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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