Multidisciplinary Solutions to Dealing with Incapacity – A Panel Discussion
Over several months in the Spring of 2017, The South Bay Estate Planning Council Focus Group met for a series of “Mind the Gap” conversations, exploring the “Gap” that exists between Capacity and Incapacity. The discussions pertained to how professional advisors (comprised of estate attorneys, tax accountants, and investment advisors/financial planners) can better serve and protect their clients during this gradual, sometimes hidden, onset of incapacity. Through a collaborative process, a list of Best Practices was established and will be the focus of our panel discussion.
About our Speakers:
Ron Miller, CFA® CCTS® Realtor® CLPF NCG
Ron Miller, a California-Licensed Professional Fiduciary, is Co-Managing Principal of Select Fiduciary Group LLC, a private fiduciary company providing trust, estate, probate and durable power of attorney administration; wealth management; financial planning; real estate consulting; business management, strategic planning and succession planning consulting; investment banking; bankruptcy, distress business and receivership administration; expert witness and probate court advisory services; consulting services to layperson fiduciaries and beneficiaries; and related services.
Mr. Miller is a graduate of the University of Southern California and USC’s Marshall Business School, where he studied Electrical Engineering and Business Administration (Honors Investment Management and Corporate Finance). He completed the required Professional Fiduciary coursework at CSU Fullerton; the accounting coursework for the Uniform CPA exams and the Chartered Management Accountant® designation at UCLA; and the Effective Board Leadership program at UC Irvine. He is a Chartered Financial Analyst®, a Certified Corporate Trust Specialist®, and possesses the FINRA Series 7 and 66 licenses (“stockbroker”) and Series 79 license (investment banking).
Eric Harris, Esq.
Attorney Eric Harris is the principal of Hofer & Harris, A Professional Corporation, located in the Riviera Village section of Redondo Beach. Mr. Harris has practiced exclusively in general estate planning, trust and probate administration since 2006. Originally from Southern California, Mr. Harris received a bachelor’s of science degree from Brigham Young University and his J.D. from the University of Idaho before returning to the region to partner with former estate planning attorney Marianna Hofer who is now retired. Mr. Harris is a member of the State Bar of California, Los Angeles County Bar Association, South Bay Bar Association, and the South Bay Estate Planning Council. Mr. Harris is certified as a legal specialist in Estate Planning, Trust and Probate Law by the State Bar of California Board of Legal Specialization.
Larry Takahashi, CFP®, AIF®
Larry Takahashi is a CERTIFIED FINANCIAL PLANNER® professional and Accredited Investment Fiduciary® in Torrance. Larry’s primary focus is to help clients plan for a successful retirement by utilizing tax-efficient wealth preservation, retirement-income distribution and estate planning strategies. Larry also teaches retirement planning courses at El Camino College and Torrance Adult School.
A former senior financial executive in private industry with over twenty-five years of experience as a CPA (now inactive), Larry began his career with the accounting firm of Deloitte Haskins & Sells.
Larry holds an MBA degree in finance from the UCLA Anderson School of Management, and a BS degree in accounting from California State University, Northridge.
Dana Piazza, CPA
Dana brings more than two decades experience to his specialty in tax compliance matters and accounting services. He is also well versed in real estate taxation issues. Dana’s practice is comprised of closely held businesses involved in manufacturing, retail, and real estate.
Dana is a graduate of California State University – Northridge with a Bachelor of Science in Business and Accounting and a Masters of Taxation from Golden Gate University.