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February 2019

Feb 2019 General Breakfast Meeting

February 14 @ 7:00 am - 9:00 am
The Depot, 1250 Cabrillo Ave
Torrance, CA 90501 United States
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Speaker:  Bruce Givner Topic:  Representing Wealthy Real Estate Families: Asset Protection; Ordinary Income Tax Planning; Estate Tax Planning; Capital Gains Tax Planning REGISTER NOW Feb Handout - Representing Wealthy Real Estate Families Bruce will cover every type of planning that applies to representing a wealthy real estate family

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Feb 2019 Focus Group

February 28 @ 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 General Breakfast Meeting

March 14 @ 7:00 am - 9:00 am
The Depot, 1250 Cabrillo Ave
Torrance, CA 90501 United States
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Speakers: Bill Finestone and Pam Drucker Topic: Estate Planning for Non-Resident Aliens with US families This meeting will start at 7:45 March 2019 Handout REGISTER NOW             We will discuss the problems and issues facing estate and tax planners who deal with foreign persons. We will cover both planning and transfer tax issues, as well as residency rules. We also will review the many acronyms associated with these matters, such as CFCs, PFICs, FIRPTA, and GILTI.             Learning objectives include…

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March 2019 Focus Group

March 28 @ 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 General Breakfast Meeting

April 11 @ 7:00 am - 9:00 am
The Depot, 1250 Cabrillo Ave
Torrance, CA 90501 United States
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Speaker:  Ed Long, JD Topic:  The Six Keys to Care Planning Success REGISTER NOW March Handout Care planning is the way you can obtain the health and medical care you want and avoid the care you don’t want, even if you’re ill and can’t speak for yourself. In his 20+ years serving on hospital bioethics committees and his work as an elder law attorney, Ed Long has seen care planning (or the lack thereof) produce results ranging from successful to dreadful.…

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April 2019 Focus Group

April 25 @ 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 2019 General Breakfast Meeting

May 9 @ 7:00 am - 9:00 am
The Depot, 1250 Cabrillo Ave
Torrance, CA 90501 United States
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Topic: Government Benefits, Special Needs Pooled Trusts and CalABLE Speaker: Cynthia Cox REGISTER NOW May 2019 Outline May 2019 Presentation - Cynthia Cox   ABOUT OUR SPEAKER: Cynthia R. Cox is a seasoned advocate for the elderly and disabled, with over 25 years’ experience in elder law, estate planning, probate and special needs trusts. Her deep affinity and respect for the elderly, and passion for defending them when they cannot defend themselves, motivated her to become one the youngest members…

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May 2017 Focus Group

May 23 @ 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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June 2019

June 2019 Annual Social

June 13 @ 6:00 pm - 8:00 pm
|Recurring Event (See all)

One event on July 23, 2019 at 6:00pm

Gabi James, 1810 S. Catalina Avenue
Redondo Beach, CA 90277 United States
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Come socialize with South Bay Estate Planning Council members and guests at Gabi James (formerly Zazou) in Redondo Beach. This is our Annual Social and the last meeting of this fiscal year. Members and guests are encouraged to attend! Bring your spouse or business associates along to enjoy the fantastic Hors D’Oeuvres and networking. The 2019-2020 Board of Directors will be officially installed. Parking is $1.50 per hour, and the meters now accept credit cards. REGISTER NOW

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July 2019

July 11th Joint Dinner with South Bay Bar

July 11 @ 6:00 pm - 9:00 pm
The Depot, 1250 Cabrillo Ave
Torrance, CA 90501 United States
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Topic:  New Rules of Professional Conduct for Trust and Estate Lawyers Speakers:  Kevin  Mohr and  Robert Kehr This program will highlight aspects of California’s new disciplinary Rules of Professional Conduct, paying special attention to the work of trust and estate lawyers. An Increasingly Hot Topic in Ethics that will qualify for MCLE Legal Ethics CE credits!  New Calfornia Rules - PowerPoint REGISTER NOW Kevin Mohr, JD Professor Kevin E. Mohr teaches Contracts, Professional Responsibility and Law Practice Management & Technology at Western…

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