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 END:VTIMEZONE BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20190506T180000 DTEND;TZID=America/Los_Angeles:20190506T203000 DTSTAMP:20260430T174909 CREATED:20190414T155431Z LAST-MODIFIED:20190425T154724Z UID:1484-1557165600-1557174600@bhepc.org SUMMARY:BHEPC Meeting DESCRIPTION:BHEPC Meeting -“Fiduciary Accounting” Sponsored by Probate & Trust – CREM Group \nPresented by: Francine Lee\, Ernst & Young LLP \nFrancine 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 at industry leading organizations including BMO’s CTC/myCFO\, HSBC Private Bank\, Goldman Sachs Family Office\, Prudential Securities and Lehman Brothers. Francine holds a Master of Laws in Taxation from New York University School of Law and Juris Doctor from Western New England School of Law. \n1 MCLE Credit will be granted for those who qualify URL:https://bhepc.org/event/bhepc-meeting-2/ LOCATION:Mr. C Beverly Hills\, 1224 Beverwil Drive\, Los Angeles\, CA\, 90035 ATTACH;FMTTYPE=image/png:https://bhepc.org/wp-content/uploads/2019/04/DARK-for-light-background-e1555257183957.png END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20190304T180000 DTEND;TZID=America/Los_Angeles:20190304T203000 DTSTAMP:20260430T174909 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:20190204T180000 DTEND;TZID=America/Los_Angeles:20190204T203000 DTSTAMP:20260430T174909 CREATED:20190122T195348Z LAST-MODIFIED:20190123T233748Z UID:1446-1549303200-1549312200@bhepc.org SUMMARY:BHEPC Meeting - Feb. 4 Sponsored by Douglas Ellman - Basis Planning DESCRIPTION: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 top financial institutions as well as a distinguished array of lawyers\, CPAs\, financial managers and private parties seeking exceptional service. \nFeatured Speakers:\nKeith Dolabson\nGursey Schneider\, LLP \nKeith Dolabson joined the firm in 2012 as a partner in the tax and accounting department. He has over 30 years of experience providing tax services to individuals\, family groups and owners of closely held businesses. He works closely with his clients and their team of advisors to provide proactive and comprehensive business advice. He leverages his extensive network to benefit his clients with their business and financial needs. Keith’s practice focuses on the income\, fiduciary\, estate\, charitable giving and wealth transfer tax areas. He also has extensive experience advising inbound and outbound international executives. Keith is a member of the California Society of Certified Public Accountants and the American Institute of Certified Public Accountants. He serves on the Board of Directors with Junior Achievement\, an organization dedicated to inspire and educate students about financial literacy\, work readiness and entrepreneurship. He is also an Advisory Board member of the Master of Science in Taxation Program at California State University\, Northridge. \nBruce Bulloch\nCapital Consulting\, LLP \nBruce Bulloch is a nationally renowned expert in partnership and transactional taxation and is a frequent author and speaker on these issues. Mr Bulloch is a retired Ernst & Young tax partner with 30 years of experience\, managing transactional issues for some of the firm’s most noteworthy clients and also responsible for managing the real estate services practice in the Mid-Atlantic\, Pacific Northwest and Pacific Southwest regions of the firm. Mr. Bulloch is a professor at Chapman University School of Law\, teaching real estate and tax courses at the Jonhs Hopkins University and the University of Southern California. URL:https://bhepc.org/event/bhepc-meeting-feb-4-sponsored-by-douglas-ellman/ LOCATION:Mr. C Beverly Hills\, 1224 Beverwil Drive\, Los Angeles\, CA\, 90035 ATTACH;FMTTYPE=image/jpeg:https://bhepc.org/wp-content/uploads/2019/01/image001.jpg END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20190107T180000 DTEND;TZID=America/Los_Angeles:20190107T203000 DTSTAMP:20260430T174909 CREATED:20181218T235314Z LAST-MODIFIED:20181218T235720Z UID:1432-1546884000-1546893000@bhepc.org SUMMARY:BHEPC - Meeting - Trust and Estate Litigation - Sponsored by Pristine Estates DESCRIPTION:Speakers: Gabrielle Vidal & Rodney Lee\, Loeb & Loeb – Trust and Estates Litigation \nGabrielle 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 first day of trial. \nRodney Lee is a seasoned trial attorney focusing on private wealth and general business disputes for clients ranging from high net worth individuals\, including professional athletes and entertainers\, to entrepreneurs and startup companies. With more than 15 years of experience in general business and trust and estate matters\, he navigates his clients through complex business and interpersonal issues obtaining favorable results in state\, federal\, and alternative dispute resolution forums. \nAbout our Sponsor: Pristine Estates\nCarl Dresser and Marianne Saelzler are the principal owners of Pristine Estate Professionals. Since 1994 they have helped dozens of Bank Trust Officers\, Real Estate Asset Managers\, and property owners increase a property’s appeal for a quicker and higher priced sale. They specialize in properties where the owner has passed and left a ‘huge mess’ for the heirs to sort through and clean up before the property can be sold. They are meticulous\, trustworthy\, and efficient. This work ethic has given them the opportunity to work on homes like the late President Ronald Reagan\, Marlon Brando\, and countless others. Making a property shine is their specialty. \nClient services include:\nRemoval services: Electronics\, Waste\, Paint\, Blood\, Firearms\nCleaning services: Deep cleaning of windows\, carpets\, walls\, bathrooms\, kitchens\, and the entire property\nEstate services: Packing all valuables and sending them to heirs\, estate auctions and bringing donations to non-profits.\nProperty Staging: Cleaning and manicuring of property grounds. \nThe result: Properties sells faster\, for a higher price and heirs are thrilled. \nwww.pristineestateprofessionals.com ‭ URL:https://bhepc.org/event/bhepc-meeting-sponsored-by-pristine-estates/ LOCATION:Mr. C Beverly Hills\, 1224 Beverwil Drive\, Los Angeles\, CA\, 90035 END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20181105T180000 DTEND;TZID=America/Los_Angeles:20181105T203000 DTSTAMP:20260430T174909 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:20181001T183000 DTEND;TZID=America/Los_Angeles:20181001T203000 DTSTAMP:20260430T174909 CREATED:20180930T182213Z LAST-MODIFIED:20180930T182213Z UID:1391-1538418600-1538425800@bhepc.org SUMMARY:BHEPC Meeting - Certificates of Independent Review - Judge David Cowan DESCRIPTION: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. URL:https://bhepc.org/event/bhepc-meeting-certificates-of-independent-review-judge-david-cowan/ LOCATION:Mr. C Beverly Hills\, 1224 Beverwil Drive\, Los Angeles\, CA\, 90035 ATTACH;FMTTYPE=image/jpeg:https://bhepc.org/wp-content/uploads/2018/09/Judge_Cowan.jpg END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20180507T180000 DTEND;TZID=America/Los_Angeles:20180507T200000 DTSTAMP:20260430T174909 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:20180305T180000 DTEND;TZID=America/Los_Angeles:20180305T200000 DTSTAMP:20260430T174909 CREATED:20180307T175927Z LAST-MODIFIED:20180307T175927Z UID:1331-1520272800-1520280000@bhepc.org SUMMARY:BHEPC Meeting - Tax and Estate Planning for Postmortem Celebrity DESCRIPTION:Speaker – Brad Cohen\, Jeffer\, Mangels\, Butler and Mitchell \nBrad 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.\n\nBrad 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 and nonprofit industries. URL:https://bhepc.org/event/bhepc-meeting-tax-and-estate-planning-for-postmortem-celebrity/ LOCATION:InterContinental Los Angeles\, 2151 Avenue of the Stars\, Los Angeles\, CA\, 90067\, United States ATTACH;FMTTYPE=image/jpeg:https://bhepc.org/wp-content/uploads/2018/03/Marilyn.jpe END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20180205T180000 DTEND;TZID=America/Los_Angeles:20180205T200000 DTSTAMP:20260430T174909 CREATED:20180307T181030Z LAST-MODIFIED:20180307T181030Z UID:1334-1517853600-1517860800@bhepc.org SUMMARY:BHEPC Meeting: Characteristics of Generationally Successful Family Owned Businesses. DESCRIPTION:Characteristics of Generationally Successful Family Owned Businesses. \nWhat factors create success in longevity\, and which prevent success. \nSpeakers : Jim Hutcheson & Elle Hansen of Regeneration Partners \nJames (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 the company\, the Mills family hired a family business consultant\, introducing Jim to this relatively new field. He soon determined that his passion for family and his extensive executive leadership and business experience\, provided him a unique skill set to the field of family business consulting. \nREGENERATION was founded in 1995. Since then their consultants have had the privilege of working with more than 200 client families across industries\, sizes\, cultures\, and locations. Jim and his partners\, Mary Ann Zimmerman and Elle Hanson\, each further the mission to increase shareholder wealth and improve communication and harmony within family enterprises. They partner with clients to implement positive change\, create enduring structures for the future\, and ensure the sustainability of the family legacy. URL:https://bhepc.org/event/bhepc-meeting-characteristics-of-generationally-successful-family-owned-businesses/ LOCATION:InterContinental Los Angeles\, 2151 Avenue of the Stars\, Los Angeles\, CA\, 90067\, United States ATTACH;FMTTYPE=image/jpeg:https://bhepc.org/wp-content/uploads/2018/03/Easy-Steps-for-Starting-a-Family-Business-Picture-2-e1520446136463.jpg END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20171204T180000 DTEND;TZID=America/Los_Angeles:20171204T200000 DTSTAMP:20260430T174909 CREATED:20180307T174718Z LAST-MODIFIED:20180307T174718Z UID:1328-1512410400-1512417600@bhepc.org SUMMARY:BHEPC Meeting - Private Fiduciary Issues DESCRIPTION:Speaker: Andy Gifford – Chief Fiduciary Officer\, US Trust URL:https://bhepc.org/event/bhepc-meeting-private-fiduciary-issues/ LOCATION:InterContinental Los Angeles\, 2151 Avenue of the Stars\, Los Angeles\, CA\, 90067\, United States ATTACH;FMTTYPE=image/png:https://bhepc.org/wp-content/uploads/2018/03/Issue-Confronting-Fiduciaries-Today.png END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20171106T180000 DTEND;TZID=America/Los_Angeles:20171106T200000 DTSTAMP:20260430T174909 CREATED:20170923T040045Z LAST-MODIFIED:20170925T025601Z UID:1298-1509991200-1509998400@bhepc.org SUMMARY:BHEPC Meeting - Panel of experts on charitable giving DESCRIPTION:Philanthropy panel features: \nReynolds Cafferata\, Partner\, Rodriguez\, Horii\, Choi & Cafferata LLP \nMr. Cafferata’s practice is concentrated in the area of non-profit\, tax\, estate and trust law. \nKent Seton\, Seton and Associates \nKent 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 corporate matters affecting the philanthropy world. \nPamela Cohen – Vice President of Foundation Services\, First Foundation  \nAs the Vice President of Foundation Services\, Cohen is responsible for managing client relationships and foundation administration activities. She joins First Foundation with nearly 20 years of experience in family philanthropy\, foundation governance and management\, donor engagement\, grants management and program evaluation\, most recently with the Jewish Community Foundation of Los Angeles. URL:https://bhepc.org/event/bhepc-panel-of-experts-on-charitable-giving/ LOCATION:CA ATTACH;FMTTYPE=image/jpeg:https://bhepc.org/wp-content/uploads/2017/09/Charitable-Giving-Estate-Plan.jpg END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20171002T180000 DTEND;TZID=America/Los_Angeles:20171002T200000 DTSTAMP:20260430T174909 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:20170605T180000 DTEND;TZID=America/Los_Angeles:20170605T200000 DTSTAMP:20260430T174909 CREATED:20170605T234345Z LAST-MODIFIED:20170605T234345Z UID:1241-1496685600-1496692800@bhepc.org SUMMARY:BHEPC Meeting - Summer Cocktail Reception DESCRIPTION:Please note the change in location \nSixty Beverly Hills Hotel \n9360 Wilshire Blvd.\, Beverly Hills | (310) 273-1400 URL:https://bhepc.org/event/bhepc-meeting-summer-cocktail-reception/ LOCATION:Sixty Beverly Hills Hote\, 9360 Wilshire Blvd\, Beverly Hills\, CA\, 90212 ATTACH;FMTTYPE=image/jpeg:https://bhepc.org/wp-content/uploads/2017/06/summer-cocktail.jpg END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20170501T180000 DTEND;TZID=America/Los_Angeles:20170501T200000 DTSTAMP:20260430T174909 CREATED:20170501T210534Z LAST-MODIFIED:20170605T210640Z UID:1236-1493661600-1493668800@bhepc.org SUMMARY:BHEPC Meeting - Investment Panel Discussion DESCRIPTION:Investment Panel Discussion Exploring: \n– Financial Services Industry – the evolution of the business of advice \nAsset Management – strategies used in delivering advice including Alternatives\, Active and Passive investment strategies \n– Economics\, Markets and Policy Perspectives \nFeaturing Representatives from: \nBank of the West Dimensional Fund Advisors \nFirst Republic Investment Management \nIvory Capital URL:https://bhepc.org/event/bhepc-meeting-investment-panel-discussion/ LOCATION:InterContinental Los Angeles\, 2151 Avenue of the Stars\, Los Angeles\, CA\, 90067\, United States ATTACH;FMTTYPE=image/jpeg:https://bhepc.org/wp-content/uploads/2017/06/Investment.jpe END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20170306T060000 DTEND;TZID=America/Los_Angeles:20170306T200000 DTSTAMP:20260430T174909 CREATED:20170302T193732Z LAST-MODIFIED:20170302T194232Z UID:1226-1488780000-1488830400@bhepc.org SUMMARY:Tax and Estate Aspects of High End Art DESCRIPTION:Paul Frimmer specializes in estate planning\, wills and trusts\, probate and trust administration\, postmortem \ntax planning\, probate litigation\, art law\, charitable giving and tax issues relating to these matters. \nMr. Frimmer has authored and co-authored more than 50 publications on estate planning and related areas. \nHe is also a frequent speaker at national and local estate planning seminars and institutes\, including the NYU \nTax Institute\, the USC Tax Institute\, the University of Miami Estate Planning Institute\, ALI-ABA seminars\, the \nUSC Probate and Trust Institute and the UCLA Estate Planning Institute. URL:https://bhepc.org/event/tax-and-estate-aspects-of-high-end-art/ LOCATION:InterContinental Los Angeles\, 2151 Avenue of the Stars\, Los Angeles\, CA\, 90067\, United States ATTACH;FMTTYPE=image/jpeg:https://bhepc.org/wp-content/uploads/2017/03/art.jpg END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20170110T183000 DTEND;TZID=America/Los_Angeles:20170110T203000 DTSTAMP:20260430T174909 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:20260430T174909 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:20260430T174909 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:20260430T174909 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:20260430T174909 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:20260430T174909 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;VALUE=DATE:20160415 DTEND;VALUE=DATE:20160416 DTSTAMP:20260430T174909 CREATED:20160210T204147Z LAST-MODIFIED:20160408T205444Z UID:668-1460678400-1460764799@bhepc.org SUMMARY:Tax Day DESCRIPTION: URL:https://bhepc.org/event/tax-day/ LOCATION:CA CATEGORIES:Notice END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20160307T180000 DTEND;TZID=America/Los_Angeles:20160307T200000 DTSTAMP:20260430T174909 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