Probate Judge Panel: The Real World
InterContinental Los Angeles 2151 Avenue of the Stars, Los Angeles, CA, United States
October 10, 2016 – Monthly Meeting
InterContinental Los Angeles 2151 Avenue of the Stars, Los Angeles, CA, United StatesThe 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. Speaker: Laura Zwicker Partner, Greenberg Glusker “Lessons from the Sterling Saga” Laura Zwicker chairs Greenberg Glusker's Private Client Services Group. Ms. Zwicker's[...]
November 7, 2016 – Monthly Meeting
InterContinental Los Angeles 2151 Avenue of the Stars, Los Angeles, CA, United StatesMichel Zelnick, Founder, The Zelnick Group Presents "The Psychology of Estate Planning" Michel 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[...]
December 5, 2016 – Monthly Meeting
InterContinental Los Angeles 2151 Avenue of the Stars, Los Angeles, CA, United StatesThe 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.
January 10 Meeting – Planning for discounts — new Regulations — no estate tax
InterContinental Los Angeles 2151 Avenue of the Stars, Los Angeles, CA, United StatesSpeaker: Jonathan C. Lurie, Venable LLP Los 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[...]
Tax and Estate Aspects of High End Art
InterContinental Los Angeles 2151 Avenue of the Stars, Los Angeles, CA, United StatesPaul Frimmer specializes in estate planning, wills and trusts, probate and trust administration, postmortem tax planning, probate litigation, art law, charitable giving and tax issues relating to these matters. Mr. Frimmer has authored and co-authored more than 50 publications on estate planning and related areas. He is also a frequent speaker at national and local[...]
BHEPC Meeting – Investment Panel Discussion
InterContinental Los Angeles 2151 Avenue of the Stars, Los Angeles, CA, United StatesInvestment Panel Discussion Exploring: - Financial Services Industry - the evolution of the business of advice Asset Management - strategies used in delivering advice including Alternatives, Active and Passive investment strategies - Economics, Markets and Policy Perspectives Featuring Representatives from: Bank of the West Dimensional Fund Advisors First Republic Investment Management Ivory Capital
BHEPC Meeting – Summer Cocktail Reception
Sixty Beverly Hills Hote 9360 Wilshire Blvd, Beverly Hills, CAPlease note the change in location Sixty Beverly Hills Hotel 9360 Wilshire Blvd., Beverly Hills | (310) 273-1400
BHEPC Meeting
InterContinental Los Angeles 2151 Avenue of the Stars, Los Angeles, CA, United StatesRobert Strauss, Weinstock Manion "Pre-Liquidity Event Planning" As 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.[...]
BHEPC Meeting – Panel of experts on charitable giving
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[...]