BHEPC Meeting – Private Fiduciary Issues
InterContinental Los Angeles 2151 Avenue of the Stars, Los Angeles, CA, United StatesSpeaker: Andy Gifford - Chief Fiduciary Officer, US Trust
BHEPC Meeting: Characteristics of Generationally Successful Family Owned Businesses.
InterContinental Los Angeles 2151 Avenue of the Stars, Los Angeles, CA, United StatesCharacteristics 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[...]
BHEPC Meeting – Tax and Estate Planning for Postmortem Celebrity
InterContinental Los Angeles 2151 Avenue of the Stars, Los Angeles, CA, United StatesSpeaker - 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[...]
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[...]
BHEPC Meeting – Certificates of Independent Review – Judge David Cowan
Mr. C Beverly Hills 1224 Beverwil Drive, Los Angeles, CAJudge 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.
BHEPC Meeting – State of LA Economics – Dr. Somjita Mitra – Sponsored by The Cilic Group
Mr. C Beverly Hills 1224 Beverwil Drive, Los Angeles, CAFor 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[...]
BHEPC – Meeting – Trust and Estate Litigation – Sponsored by Pristine Estates
Mr. C Beverly Hills 1224 Beverwil Drive, Los Angeles, CASpeakers: 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,[...]
BHEPC Meeting – Feb. 4 Sponsored by Douglas Ellman – Basis Planning
Mr. C Beverly Hills 1224 Beverwil Drive, Los Angeles, CAAbout 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[...]
BHEPC Meeting “Planning Strategies Under the Current Tax Regime”
Mr. C Beverly Hills 1224 Beverwil Drive, Los Angeles, CASponsor: 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[...]
BHEPC Meeting
Mr. C Beverly Hills 1224 Beverwil Drive, Los Angeles, CABHEPC 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[...]