You have no items in your shopping cart.
Search
Filters

EPI 2018: The 40th Annual UCLA/CEB Estate Planning Institute

April 20  &  21 , 2018

Manhattan Beach 

 

The Estate Planning Institute covers issues of significant importance to the estate planning specialist, the attorney who handles a moderate number of estate planning cases, and tax professionals. Catch up on the latest in federal and state developments (including the new federal tax code), digital assets, planning for married and unmarried couples - and more!

 

12 hours MCLE Credit

Specialization: Estate Planning, Trust & Probate; Taxation

 

The Estate Planning Institute covers issues of significant importance to the estate planning specialist, the attorney who handles a moderate number of estate planning cases, and tax professionals. Catch up on the latest in federal and state developments (including the new federal tax code), digital assets, planning for married and unmarried couples - and more!

The EPI is Chaired by Monica Dell'Osso, Wendel Rosen Black & Dean, LLP, Oakland, and Paul Gordon Hoffman, Hoffman, Sabban & Watenmaker, APC, Los Angeles.

Program Highlights:

  • Federal tax developments
  • Engagement letters
  • Planning in anticipation of litigation
  • Planning for digital death: post-mortem passwords, profiles and posts
  • Clients with diminished capacity
  • Decanting trusts
  • Directed trusts
  • California developments
  • Planning for married couples in a post-tax world
  • Avoiding the knot: estate and tax planning for unmarried couples

This program assumes considerable experience in estate planning.

Live Program ES04820-230

April 20  (Friday) - 8:45 am to 5:15 pm & April 21 (Saturday) - 8:00 am to 2:15 pm

 

Manhattan Beach Marriott • 1400 Parkview Avenue • Manhattan Beach. Special Room Rates. CEB room block available through Mar 19 or until full. For a room, please reserve online or call 888-236-2427 and identify yourself as a UCLA/CEB Estate Planning Institute enrollee. 

 

25% off for Passport Holders. If you are signed in and a CLE Passport holder, your adjusted price appears below.

 

$ 925.00

The Estate Planning Institute covers issues of significant importance to the estate planning specialist, the attorney who handles a moderate number of estate planning cases, and tax professionals. Catch up on the latest in federal and state developments (including the new federal tax code), digital assets, planning for married and unmarried couples - and more!

The EPI is Chaired by Monica Dell'Osso, Wendel Rosen Black & Dean, LLP, Oakland, and Paul Gordon Hoffman, Hoffman, Sabban & Watenmaker, APC, Los Angeles.

Program Highlights:

  • Federal tax developments
  • Engagement letters
  • Planning in anticipation of litigation
  • Planning for digital death: post-mortem passwords, profiles and posts
  • Clients with diminished capacity
  • Decanting trusts
  • Directed trusts
  • California developments
  • Planning for married couples in a post-tax world
  • Avoiding the knot: estate and tax planning for unmarried couples

This program assumes considerable experience in estate planning.

The 40th Annual UCLA/CEB Estate Planning Institute

Manhattan Beach

SCHEDULE

 

Friday, April 20, 2018 

 

8:00 am – 8:45 am       Registration and Continental Breakfast

 

8:45 am – 9:00 am       Welcome and Introductions

                                                  Monica Dell’Osso, Wendel Rosen Black & Dean LLP, Oakland

                                                  Paul Gordon Hoffman, Hoffman, Sabban & Watenmaker, APC, Los Angeles

 

9:00 am – 10:30 am     Federal Tax Developments

                                                  Charles D. (Skip) Fox IV, McGuireWoods LLP, Charlottesville, Virginia

 

10:30 am – 10:45 am   Break

 

10:45 am – 12:15 pm   Planning for Digital Death: Post-Mortem Passwords, Profiles and Posts

                                                  Julie M. Kwon, McDermott Will & Emery LLP, Menlo Park

                                                  Michael Rosen-Prinz, McDermott Will & Emery LLP, Los Angeles

 

12:15 pm – 1:45 pm    Hosted Luncheon

                                                Clients with Diminished Capacity

                                                 Margaret G. Lodise, Sacks, Glazier, Franklin & Lodise LLP, Los Angeles

                                   

1:45 pm – 2:00 pm      Break

 

2:00 pm – 3:30 pm      Decanting Trusts  and  Directed Trusts

                                                 Philip J. Hayes, Bessemer Trust, San Francisco

                                                 Laura K. Zeigler, Bessemer Trust, Los Angeles

                                   

3:30 pm – 3:45 pm      Break

 

3:45 pm – 5:15 pm      Planning for Married Couples in a Post-Tax World

                                                 Amy McEvoy, Sheppard Mullin Richter & Hampton LLP, Los Angeles

                                                 Erin Prouty, Hoffman, Sabban & Watenmaker, APC, Los Angeles

 

SCHEDULE

 

Saturday, April 21, 2018 

 

7:30 am – 8:00 am       Continental Breakfast

 

8:00 am – 9:30 am       Planning in Anticipation of Litigation

                                                  Margaret M. Hand, Hartog, Baer & Hand APC, Orinda

                                                  John A. Hartog, Hartog, Baer & Hand APC, Orinda

                                   

9:30 am – 9:45 am       Break

 

9:45 am – 11:15 am     Avoiding the Knot: Estate and Tax Planning for Unmarried Couples

                                                  Nicole M. Pearl, McDermott Will & Emery, Los Angeles

                                                  Katrina Crafton Fluet, McDermott Will & Emery, Menlo Park

 

11:15 am – 11:30 am   Break

 

11:30 am – 12:30 pm  Engagement Letters

                                                  Linda J. Retz, Law Offices of Linda J. Retz, Torrance

 

12:30 pm – 12:45 pm  Box Lunch Break (Hosted)

 

12:45 pm – 2:15 pm    California Developments

                                                  S. Andrew Pharies, DLA Piper LLP, San Diego

 

CHARLES D. ("SKIP") FOX IV

CHARLES D. (“SKIP”) FOX IV

Charles D. ("Skip") Fox IV, McGuire Woods, Charlottesville, VA, is a partner in the Charlottesville, Virginia office of the law firm of McGuire Woods LLP and head of its Private Wealth Services Industry Group. Prior to joining McGuire Woods in 2005, Skip practiced for 25 years with Schiff Hardin LLP in Chicago. Skip concentrates his practice in estate planning, estate administration, trust law, charitable organizations, and family business succession. He is a frequent lecturer across the country at seminars on trust and estate topics. Skip received his A.B. from Princeton, his M.A. from Yale, and his J.D. from the University of Virginia.

MARGARET M. HAND

Margaret M. Hand, Hartog, Baer & Hand APC, Orinda, Principal at Hartog, Baer & Hand, has developed expertise in crafting practical estate planning solutions for both simple and complicated families. She is a fellow of the American College of Trust and Estate Counsel (ACTEC), a Certified Specialist in Estate Planning, Trust and Probate Law and one of Northern California’s Super Lawyers. She lectures at professional education programs throughout California, teaches fiduciary accounting for the CalCPA Education Foundation, and has published a variety of chapters, workbooks and articles on estate planning, probate and trust law. She is a graduate of U. C. Berkeley, Boalt Hall School of Law.

JOHN A. HARTOG

John A. Hartog, Hartog, Baer & Hand APC, Orinda, is a California certified specialist in Estate Planning, Trust and Probate Law, as well as a California certified specialist in Taxation Law. Mr. Hartog’s practice emphasizes estate planning, trust and probate administration, including dispute resolution, and taxation matters. Mr. Hartog possesses particular expertise in counseling trustees administering living trusts and in resolving disputes among beneficiaries and fiduciaries. Mr. Hartog also serves as a mediator in trusts and estates disputes. He earned an L.L.M. in Taxation from the Golden Gate University of Law and his J.D. degree from Hastings College of the Law, University of California.

PHILIP J. HAYES

Philip J. Hayes, Bessemer Trust, San Francisco, is Managing Director and Senior Fiduciary Counsel at Bessemer Trust. In this role, he is responsible for working with clients and their advisors to develop practical and efficient wealth transfer plans and for guiding the firm on fiduciary issues. Phil publishes and speaks frequently on transfer tax, fiduciary income tax, and trust administration. Phil earned a J.D. from the University of California, Hastings College of the Law.

JULIE M. KWON

Julie M. Kwon

Julie M. Kwon, McDermott Will & Emery LLP, Menlo Park, advises wealthy individuals, families, closely held businesses, charities and corporate fiduciaries on all aspects of estate, gift and generation-skipping transfer tax planning, trust and estate administration, business succession, charitable planning and governance, and contested trust and tax matters. Julie speaks frequently before and writes regularly for professional publications and organizations, including the Wall Street Journal, Forbes, Dow Jones, Journal of Taxation, Trusts & Estates, the Heckerling Institute on Estate Planning, the Internal Revenue Service, the American Bar Association, the American Law Institute and numerous regional organizations. She received her J.D. from Yale Law School.

MARGARET G. LODISE

Margaret G. Lodise , Sacks, Glazier, Franklin & Lodise LLP, Los Angeles, has more than 20 years' experience representing beneficiaries and trustees, conservators, individuals and institutional clients in connection with a range of matters pertaining to estate, trust and conservatorship litigation. In addition, she handles estate, trust and conservatorship administration. Ms. Lodise also handles appellate work concerning trusts, estates and conservatorships, and has been appointed by the court as a guardian ad litem in connection with significant matters. She received her J.D. from the University of California at Los Angeles School of Law and her LL.M., in taxation from Loyola Law School.

AMY MCEVOY

Amy McEvoy, Sheppard Mullin Richter & Hampton LLP, Los Angeles, is certified as a Specialist in Estate Planning, Trust and Probate Law by the State Bar of California Board of Legal Specialization. Ms. McEvoy specializes in all aspects of wealth transfer planning. She advises U.S. citizens, residents and nonresident noncitizens regarding U.S. estate and gift tax planning with an emphasis on minimizing taxation. Ms. McEvoy is a partner in the Tax and Estate Planning Practice Group in the firm's Los Angeles office and is the Co-Team Leader of the firm's Private Wealth Services Team. She received her J.D. from the University of the Pacific, McGeorge School of Law.

ERIN PROUTY

Erin Prouty, Hoffman, Sabban & Watenmaker, APC, Los Angeles, is a member of the firm, practicing in the areas of estate planning, trust and estate administration, dispute resolution, entity formation, and tax and charitable planning. Ms. Prouty is a Certified Specialist in Estate Planning, Trust and Probate Law (certified by the State Bar of California Board of Legal Specialization). Ms. Prouty received her J.D. from the University of San Diego and a Master of Laws degree (LL.M.) in Taxation from Boston University.

MICHAEL ROSEN-PRINZ

Michael Rosen-Prinz, McDermott Will & Emery LLP, Los Angeles, focuses his practice on estate planning, trust administration and charitable planning. Michael regularly counsels clients on tax-efficient wealth transfer and business succession planning as well as estate, gift and generation-skipping transfer tax issues. Michael also has substantial experience with international estate, trust and tax planning, including advising clients on issues related to foreign trusts and entities, structuring foreign ownership of US real estate, and planning for individuals moving to and from the United States. He received his J.D., from the University of California - Berkeley School of Law.

LAURA K. ZEIGLER

Laura K. Zeigler, Bessemer Trust, Los Angeles, is a Principal in the Legacy Planning Group and Fiduciary Counsel. Prior to joining Bessemer in 2008, Ms. Zeigler was an attorney at Katten Muchin Rosenman LLP in Los Angeles practicing in the area of trusts and estates, charitable giving, and trust controversy. Ms. Zeigler earned an LL.M. in Taxation from Boston University School of Law and her J.D. from John Marshall Law School.

Products specifications
PRODUCT GROUP CLE
PRACTICE AREA Estate Planning
SPECIALIZATION Estate Planning, Trust and Probate Law
SPECIALIZATION Taxation Law
SUBTOPICS Planning
PRODUCT GROUP Digital
MCLE HOUR > 9
By Month April 2018
SPECIAL ANNUAL PROGRAMS EPI-Estate Planning Institute
Products specifications
PRODUCT GROUP CLE
PRACTICE AREA Estate Planning
SPECIALIZATION Estate Planning, Trust and Probate Law
SPECIALIZATION Taxation Law
SUBTOPICS Planning
PRODUCT GROUP Digital
MCLE HOUR > 9
By Month April 2018
SPECIAL ANNUAL PROGRAMS EPI-Estate Planning Institute