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December 2018

Dec 2018 General Breakfast Meeting

December 13, 2018 @ 7:00 am - 9:00 am
The Depot, 1250 Cabrillo Ave
Torrance, CA 90501 United States
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Speaker:  Andrew Gradman Topic:  Qualified Opportunity Zones – Exciting New Capital Gain Deferral Opportunity REGISTER NOW December Handout Opportunity Zones The 2017 Tax Act created an exciting new capital gain deferral opportunity: Qualified Opportunity Zones.  Congress’ idea was to funnel the $6.1 trillion in capital gains sitting in mutual funds, stocks and corporations that investors had not cashed in into economically struggling areas by offering a tax break to investors who reinvest their gains in so-called Qualified Opportunity Zone (“QOZ”)…

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January 2019

Jan 2019 General Breakfast Meeting

January 10 @ 7:00 am - 9:00 am
The Depot, 1250 Cabrillo Ave
Torrance, CA 90501 United States
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Speaker:  Andy Katzenstein Topic:  Estate Planning Tax Update Issues in Estate Planning and Taxes CA Trust Decanting Rules REGISTER NOW

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Jan 2019 Focus Group

January 24 @ 7:45 am - 9:00 am
PDM, LLP (Piazza, Donnelly & Marlette), 3460 Torrance Boulevard, Suite 200
Torrance, 90503
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Alternative Dispute Resolutions (trial vs mediation vs arbitration) to solve various issues Presented by Garee Gasperian ESQ. REGISTER NOW A review of trials, mediation and arbitration For what cases or set of circumstances to use with each of these forms of resolutions A review of outcomes that can be expected for each one Please join us for a lively discussion on this month’s Case Study – 1 CE credit is available! For SBEPC Members Only About Garee: Garee is an…

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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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