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February 2019

Feb 2019 Focus Group

February 28, 2019 @ 7:45 am - 9:00 am
PDM, LLP (Piazza, Donnelly & Marlette), 3460 Torrance Boulevard, Suite 200
Torrance, 90503
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Achieving a Better Life Experience (ABLE) Accounts: How You Can Help Your Clients Through the Use of this New Planning Tool for Persons with Disabilities REGISTER NOW Laws authorizing and interpreting the ABLE program Eligibility Requirements Tools for evaluating and comparing different ABLE programs Presented by Laura Thatcher Esq. About Laura: Laura’s estate planning firm in Torrance focuses on continuity of care, more than the mere transition of assets.  She helps her clients answer questions like:  Who will care for…

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March 2019

March 2019 Focus Group

March 28, 2019 @ 7:45 am - 9:00 am
PDM, LLP (Piazza, Donnelly & Marlette), 3460 Torrance Boulevard, Suite 200
Torrance, 90503
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Help For Hoarding: It Takes a Village Presented by Regina F. Lark, PhD., CPO REGISTER NOW Identify when disorganization becomes chronic disorganization, & chronic disorganization becomes hoarding Understand the history and nature of the hoarding disorder. Become familiar with the “Do No Harm” model for helping people who hoard. To identify the 5 levels of hoarding on the ICD “ Clutter-Hoarding Scale” How to create support system for people who hoard Please join us for a lively discussion on this…

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April 2019

April 2019 Focus Group

April 25, 2019 @ 7:45 am - 9:00 am
PDM, LLP (Piazza, Donnelly & Marlette), 3460 Torrance Boulevard, Suite 200
Torrance, 90503
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Topic:  Rewriting Retirement Speaker:  George B. Castrillon, CFP® Vice President – Financial Advisor, PVG Group, RBC Wealth Management REGISTER NOW It’s not your parents retirement! Baby Boomers see retirement as opportunity to explore and find more meaning. We will discuss: Differences between the boomers and prior generations of retirees How we can best support the boomers Retirement expectations vs. realities Tactical advice that can be used when setting the stage for retirement (spending patterns, income planning, social security strategy, health care, housing,…

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May 2019

May 2017 Focus Group

May 23, 2019 @ 7:45 am - 9:00 am
PDM, LLP (Piazza, Donnelly & Marlette), 3460 Torrance Boulevard, Suite 200
Torrance, 90503
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Topic:  When Do Challenges to Amendments Trigger a “No Contest” Clause? Speaker:  Stephanie Bezner, Esq. REGISTER NOW We will discuss: How this analysis has changed in light of the Aviles v. Swearingen case Eight case studies/scenarios What to consider and where to look to determine whether a no contest clause is effective Please read the attached article for background before the meeting. Trusts and Estates Quarterly Article re No Contest Clauses - Focus Group - Ma About our Speaker: Stephanie’s practice…

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October 2019

Oct 2019 Focus Group

October 24, 2019 @ 7:45 am - 9:00 am
PDM, LLP (Piazza, Donnelly & Marlette), 3460 Torrance Boulevard, Suite 200
Torrance, 90503
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Topic:  What Trusts and Estates Practitioners Need to Know About the Recommendations of the Task Force on Access Through Innovation of Legal Services (ATILS) Speaker(s):  Angela Klenk, Ron Miller and Laura Thatcher Summary:  The State Bar has been inundated with comments to the recommendations proposed by the ATILS Task Force.  The ATILS task force proposals include sweeping proposed rule changes, such as allowing nonlawyers to provide legal advice and to share in law firm profits. REGISTER NOW

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January 2020

Jan 2020 Focus Group

January 23 @ 7:45 am - 9:00 am
Plaza, Donnelly & Marlette, 3460 Torrance Boulevard, Suite 200
Torrance, CA 90503 United States
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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…

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February 2020

Feb 2020 Focus Group

February 27 @ 7:45 am - 9:00 am
PDM, LLP (Piazza, Donnelly & Marlette), 3460 Torrance Boulevard, Suite 200
Torrance, 90503
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Speaker:  Sylvia Thompson Title: What's Love Got to Do With It?  Protecting Your Clients From Undue Influence REGISTER NOW Landmark legislation defining Undue Influence took effect January 1, 2014 in California. In determining whether Undue Influence is present, look at 4 factors: Vulnerability of the victim Influencer's apparent authority Actions or tactics used by the influencer Equity of the result Come discuss who is vulnerable and what you can do about it. Sylvia Thompson bio: Sylvia is a Care Advocate…

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April 2020

April 2020 Focus Group via Zoom Meeting

April 23 @ 7:45 am - 9:00 am
Zoom CA United States

Speaker: Linda Retz, Esq. Topic:  The interplay Between Estate Planning Documents and Tax Returns:  The Devil is in the Details Place: Via Zoom link to be provided the evening before to members who RSVP. REGISTER NOW Zoom room will be open at 7:45 am for socializing, and the room will be closed at 8:10 am Description: Many provisions of estate planning documents dictate tax results, for better or for worse. It is crucial for both document drafters, as well as…

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June 2020

June 11th Zoom Focus Group

June 11 @ 7:45 am - 9:00 am
Zoom CA United States

Discussion Topic Leader:  Suzanne Grudnitski, CLPF, NCG Private professional fiduciary with ConservaTrust Fiduciary Services, Inc. Topic:  Fiduciary Perspectives on Provisions of Estate Planning Documents Place:  Via Zoom link to be provided the evening before to members who RSVP REGISTER NOW SBEPC- June Focus Group - Drafting Recommendations Chart 06.11.2020 Description: As a follow-up to Paul Velasco’s presentation at our last General Meeting (Most Common Estate Planning Mistakes that Lead to Litigation and How to Avoid Them), Suzanne will lead our…

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June 25th Zoom Focus Group

June 25 @ 7:45 am - 9:00 am
Zoom CA United States

Speaker:  Eric Harris Topic: The Secure Act: What is it, and how does it change estate planning for retirement plans Handouts - SBEPC Focus Group 2020-6 Harris Secure Act REGISTER NOW In December of 2019, new legislation quietly created the largest changes to retirement plan rules in decades. Join the South Bay Estate Planning Session Focus Group facilitated by Eric Harris, Esq. for a lively discussion covering the following topics: Policy discussion What changed and what stayed the same? Why is…

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