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Jan 2020 Focus Group

January 23 @ 7:45 am - 9:00 am

Focus Group Meeting

Join us for a lively discussion.

1 hour of continuing education credit available!

January 23, 2020

Decanting Andy’s Presentation . . .

Without a Corkage Fee

Facilitated by Michael Goergen, Esq.

REGISTER NOW

Jan 2020 Handout – Year-End Estate and Gift Update – New Cases, Rulings and Legislation

Jan 2020 Focus Group IIssue 4 TEQ Article Katzenstein Decanting

January’s focus group meeting will be a continuation of our general meeting topic, continuing Andy’s discussion about recent developments in estate, gift, and generation skipping tax law and related topics.

Come prepared to discuss questions, issues, and opinions about items addressed during Andy’s presentation. In addition, please read Andy’s article from the most recent issue of California Trusts and Estates Quarterly, which will be posted on the SBEPC website, prior to the focus group meeting.

About Michael:

Michael has practiced law in California since 1981. His undergraduate degree is from UCLA, and he earned his JD from the University of San Diego School of Law. His current practice focuses on business litigation, estate planning and probate/trust litigation. He serves as a volunteer arbitrator of attorney/client fee disputes for the Los Angeles County Bar Association. Michael is very involved in his community. He is a Past President of the Hermosa Beach Kiwanis Club, where he is currently serving as Youth Services Chair, and is presently serving as the Chairman of the Board of the Hermosa Beach Chamber of Commerce. Michael has volunteered his time to form and obtain nonprofit status for Redondo Beach Sister Cities, Bruins of the South Bay, and the Hermosa Beach Kiwanis Foundation. Michael is a native Southern Californian.

Details

Date:
January 23
Time:
7:45 am - 9:00 am
Event Category:

Organizer

Marlowe Kepner
Phone:
310 375-6300
Email:
marlowekepner@gmail.com

Other

Speaker
Michael Goergen, Esq.
Topic
Decanting Andy’s Presentation . . . Without a Corkage Fee

Venue

Plaza, Donnelly & Marlette
3460 Torrance Boulevard, Suite 200
Torrance, CA 90503 United States
+ Google Map

Details

Date:
January 23
Time:
7:45 am - 9:00 am
Event Category:

Organizer

Marlowe Kepner
Phone:
310 375-6300
Email:
marlowekepner@gmail.com

Other

Speaker
Michael Goergen, Esq.
Topic
Decanting Andy’s Presentation . . . Without a Corkage Fee

Venue

Plaza, Donnelly & Marlette
3460 Torrance Boulevard, Suite 200
Torrance, CA 90503 United States
+ Google Map