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EPI 2019: The 41st Annual UCLA/CEB Estate Planning Institute

Reserve your place among California's leading estate planners! For over 40 years, UCLA and CEB have hosted the state's premier estate planning forum, a dynamic environment for California attorneys to connect, engage, and get informed and inspired. Catch up on the latest in federal and state developments, multi-generational planning, choice of legal entities—and more!

 

12 hours MCLE Credit, including Recognition and Elimination of Bias

Specialization: 12 hours Estate Planning, Trust & Probate; 7.5 hours Taxation; 1.5 hours Family Law

Reserve your place among California's leading estate planners! For over 40 years, UCLA and CEB have hosted the state's premier estate planning forum, a dynamic environment for California attorneys to connect, engage, and get informed and inspired. Catch up on the latest in federal and state developments, multi-generational planning, choice of legal entities—and more!

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. The EPI is where the elite in estate planning teach and learn. The teaching faculty consists of nationally recognized experts in their field. 

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:

  • Multi-generational planning
  • Federal tax developments
  • California developments
  • Choice of legal entities
  • Tax reform and divorce
  • California property tax considerations
  • Religion and diversity in estate planning
  • Creditor protection planning without the asset protection trust
  • Advance healthcare directives/POLST/End of Life Options Act
  • Evidence for trusts and estates lawyers

This program assumes considerable experience in estate planning.

Live Program ES05820-230

May 3 (Friday) - 8:45 am to 5:15 pm & May 4 (Saturday) - 8:00 am to 2:15 pm

 

Marriott ● Marina del Rey ● 4100 Admiralty Way, Marina del Rey.

Special Room Rates available. Make your room reservation here.

$ 799.00

Reserve your place among California's leading estate planners! For over 40 years, UCLA and CEB have hosted the state's premier estate planning forum, a dynamic environment for California attorneys to connect, engage, and get informed and inspired. Catch up on the latest in federal and state developments, multi-generational planning, choice of legal entities—and more!

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. The EPI is where the elite in estate planning teach and learn. The teaching faculty consists of nationally recognized experts in their field. 

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:

  • Multi-generational planning
  • Federal tax developments
  • California developments
  • Choice of legal entities
  • Tax reform and divorce
  • California property tax considerations
  • Religion and diversity in estate planning
  • Creditor protection planning without the asset protection trust
  • Advance healthcare directives/POLST/End of Life Options Act
  • Evidence for trusts and estates lawyers

This program assumes considerable experience in estate planning.

The 41st Annual UCLA/CEB Estate Planning Institute

Marina del Rey Marriott

SCHEDULE

 

Friday, May 3, 2019 

 

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   Evidence for Trusts and Estates Lawyers

                                             Warren A. Sinsheimer, McCormick Barstow LLP, San Luis Obispo

12:15 pm – 1:45 pm    Hosted Luncheon

                                       Religion and Diversity in Your Estate Planning Practice

                                              Stacy E. Singer, Northern Trust, Chicago, IL

1:45 pm – 2:00 pm      Break

2:00 pm – 3:30 pm      Getting Family and Health Care Providers to Honor Your Client’s Wishes

                                              Judy Thomas, Coalition for Compassionate Care of Calif., Sacramento                              

3:30 pm – 3:45 pm      Break

3:45 pm – 5:15 pm      Tax Reform and Divorce

                                              Carlyn McCaffrey, McDermott Will & Emery LLP, New York, NY

                                              Justin T. Miller, BNY Mellon Wealth Management, San Francisco

 

Saturday, May 4, 2019

7:30 am – 8:00 am       Continental Breakfast

 

8:00 am – 9:00 am       The Impact of Changing Family Demographic Trends on Estate Planning:
                                          It’s All in the Family…What’s a Family?

                                               R. Hugh Magill, Northern Trust Corporation, Chicago, IL

9:00 am – 9:15 am       Break

9:15 am – 10:45 am     Choice of Entity in Light of 2017 Tax Law Changes

                                                Steven B. Gorin, Thompson Coburn LLP, St. Louis, MO

                                           California Property Tax Considerations

                                                Matthew F. Burke, Law Office of Matthew F. Burke, Los Angeles

10:45 am – 11:00 am   Break

11:00 am – 12:30 pm   Creditor Protection Planning Without the Asset Protection Trust

                                                 Daniel S. Rubin, Moses & Singer LLP, New York, NY

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

12:45 pm – 2:15 pm    California Developments

                                                  S. Andrew Pharies, DLA Piper LLP (US), San Diego

 

MATTHEW BURKE

Matthew Burke

Matthew Burke, Law Office of Matthew F. Burke, California Property Tax Lawyer, Los Angeles. Matthew's practice focuses exclusively on California property tax and documentary transfer tax law. Prior to recently opening his own law practice in Los Angeles, he spent his legal career in law firms, Big 4 accounting firms, and with the state government. Matthew began his legal career as a general tax attorney, spent a couple of years as a mergers and acquisitions attorney, and then left the practice of law for several years. In 2007, Matthew joined the Legal Department of the California State Board of Equalization in the property tax group. After leaving the Board in 2013, Matthew worked for several years with a large national law firm and with a Big 4 accounting firm. Matthew received his LL.M., Taxation, from New York University School of Law, and his J.D., from the University of California, Hastings College of the Law.

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.

STEVE GORIN

Steve Gorin

Steve Gorin, Thompson Coburn LLP, St. Louis, MO, is a nationally recognized practitioner in the areas of estate planning and the structuring of privately held businesses. Lawyers, accountants and business owners regularly look to Steve for fresh, highly knowledgeable insights into the best possible tax and estate planning approaches to their transactions. Drawing on his background as an accountant — and his still-current CPA license and Chartered Global Management Accountant credential — Steve structures businesses to achieve business objectives and save income or estate tax. He has helped fledgling businesses organize, thriving businesses restructure to save hundreds of thousands of dollars of income tax when planning a transition to the next ownership group, and mature multi-million or billion-dollar businesses plan tax-saving transfers to the next generation. Steve received his J.D., from Washington University in St. Louis School of Law.

R. HUGH MAGILL

R. HUGH MAGILL

R. Hugh Magill is an Executive Vice President of Northern Trust Corporation, Chicago, where he serves as Chief Fiduciary Officer and Global Director of Trust Services. In this capacity he is responsible for Northern’s fiduciary services to clients nationally and internationally. Prior to joining Northern Trust in September, 1989, Hugh practiced law privately in Chicago, and worked in the Trust Department at The First National Bank of Chicago where he served as Assistant to the Chief Investment Officer. Magill received a B.A. degree, cum laude, from St. Olaf College in Northfield, Minnesota, and a J.D. degree from the University of Minnesota Law School.

CARLYN S. MCCAFFREY

Carlyn McCaffrey

Carlyn S. McCaffrey, McDermott Will & Emery, New York, New York, provides legal counsel on domestic and international tax and estate planning for high-net-worth individuals. She also advises individuals and institutions on charitable planning matters. Carlyn is co-head of the Private Client practice in the Firm's New York office. A frequent lecturer on subjects relating to tax law, trusts and estates, foreign trusts and matrimonial law, Carlyn is also an extensively published author on these topics.

JUSTIN T. MILLER

Justin T. Miller

Justin T. Miller, BNY Mellon Wealth Management, San Francisco. As a national wealth strategist at BNY Mellon Wealth Management, Justin Miller works collaboratively with other advisors to provide comprehensive wealth planning advice to clients and their families. He also is an adjunct professor at Golden Gate University School of Law, a Fellow of The American College of Trust and Estate Counsel (ACTEC), and a sought-after speaker on tax, estate planning and family governance topics for leading conferences throughout the country. He is frequently quoted as an industry expert in the media. Mr. Miller has served as an executive committee member of the State Bar of California Taxation Section, an executive committee member of the Los Angeles County Bar Association Taxation Section, the chair of the Century City Bar Association Taxation Section, and the editor-in-chief of the California Tax Lawyer. Prior to joining BNY Mellon, he was an attorney at a major law firm, where he advised wealthy families, senior corporate executives and closely-held business owners regarding tax-efficient estate and business succession planning, trust law and management, and asset preservation. He received his J.D., from New York Univ SOL; New York, NY.

S. ANDREW PHARIES

S. Andrew Pharies, DLA Piper LLP, San Diego, is a partner with DLA Piper LLP (US), San Diego, practicing in domestic and international estate planning, postdeath trust and estate administration, charitable planning, exempt organizations, family business planning, and related tax controversies. He received his B.S. from the University of California, Riverside, and his J.D. from the University of Oregon School of Law where he served as Editor-in-Chief of the Oregon Law Review. He is a Fellow of the American College of Trusts and Estates Counsel and is certified as a Specialist in Estate Planning, Trust and Probate Law by the State Bar of California Board of Legal Specialization. Mr. Pharies is a frequent speaker and author on topics relating to trusts and estates law.

DANIEL S. RUBIN

Daniel Rubin

Daniel S. Rubin is the Co-Chair in Moses & Singer’s, New York, New York, Trusts and Estates practice group and partner in the Asset Protection practice group. Daniel concentrates on domestic and international estate and asset protection planning for high-net-worth individuals and their families. Additionally, he counsels clients on estate administrations and tax controversies, among many other matters. Daniel has been named by Worth magazine as one of the "Top 100 Attorneys" in the nation for private clients, by Law & Politics as a "New York Super Lawyer"®; and as one of The Best Lawyers in America® for Trusts and Estates by U.S. News-Best Lawyers. Daniel is also rated AV Preeminent™ by Martindale-Hubbell, identifying him as part of a select group of lawyers recognized for their legal abilities and professional ethical standards. Daniel is a distinguished presenter to various professional groups, and has written numerous articles on estate and asset protection planning matters for expert and scholarly publications. In addition to his work at Moses & Singer, Daniel is a peer-elected Fellow of The American College of Trust and Estate Counsel, where he serves as Chair of its Asset Protection Committee, and is an adjunct professor for the LL.M. program in Estate Planning at the University of Miami School of Law. He is also a past President of the New York City Estate Planning Council, Inc. Daniel received his LL.M., in Taxation from New York University School of Law and his J.D, from Brooklyn Law School.

STACY E. SINGER

Stacy Singer

Stacy E. Singer is a Senior Vice President at The Northern Trust Company, Chicago. She is the Central Region Fiduciary Practice Leader, where she works closely with trust professionals on all aspects of the delivery of fiduciary services to clients throughout the Midwest. She previously served as a manager of Administration in the Estate Settlement Services Group. Prior to joining Northern Trust as a Vice President in June 2003, Stacy was a Vice President- Estate Administration at Harris Trust & Savings Bank. Stacy received her J.D. degree from the University of Michigan Law School. She is an Adjunct Professor at the John Marshall Law School, Center for Tax Law and Employee Benefits and was previously on the Faculty of the American Bankers Association National Trust School. She is a member of the Professional Advisory Committee for Jewish United Fund of Metropolitan Chicago.

WARREN A. SINSHEIMER

Warren A. Sinsheimer

Warren A. Sinsheimer is Of Counsel at McCormick Barstow LLP in San Luis Obispo. After graduating from the University of California, Berkeley School of Law in 1971, Mr. Sinsheimer spent two years as a Federal Court Law Clerk. Since 1973, he has practiced law in San Luis Obispo. In 1978 he was one of the founders of the firm most recently known as Sinsheimer Juhnke McIvor & Stroh, LLP. Mr. Sinsheimer joined McCormick Barstow in 2019 and represents clients in connection with trust and estate matters, tax and related business and real property issues.

JUDY THOMAS

Judy Thomas, JD

Judy Thomas, JD is CEO of the Coalition for Compassionate Care of California, a statewide partnership of healthcare providers, non-profit organizations and associations, state agencies and individuals working to ensure all seriously-ill Californians receive quality, compassionate care. The Coalition for Compassionate Care of California brings together multiple organizations, often with divergent interests, to develop, implement, and promote improved health care practices and standards across the continuum of care. The California coalition also has national impact on transforming the culture of care for people who are seriously ill through advancing the cause of palliative care in America.

Directing the Coalition for Compassionate Care of California since 2000, Ms. Thomas has helped improve the illness and end of life experiences of hundreds of thousands of Californians and their loved ones. Under Ms. Thomas’ leadership, beginning in 2007, the Coalition for Compassionate Care of California led a successful statewide effort to implement Physician Orders for Life Sustaining Treatment (POLST), a standardized medical order form to indicate specific types of life-sustaining treatments a seriously ill patient chooses.

Judy is an attorney with over 20 years in healthcare. Before law school, she worked in the early field of managed care as a computer programmer for the nation’s first preferred provider organization. Later, as a lobbyist for LeadingAge of California and the California Hospital Association, she focused on aging and long-term care issues. Formerly a partner in the Sacramento-based law firm of Hunter, Richey, Di Benedetto & Brewer, Judy specialized in healthcare law and took an interest in issues affecting people with serious illness. She is a graduate of the University of California, Davis, where she received both her Juris Doctorate and her Bachelor of Science degree.

Judy chairs the National POLST (Physician Order for Life Sustaining Treatment) Paradigm Task Force, working to ensure POLST forms are interpreted consistently across the country. Judy serves on the Donate Life California advisory board, and is Past President of the California Culture Change Coalition, which was formed to make nursing homes great places to live and work.

Thank you to our sponsors for supporting CEB’s mission of teaching, research, and public service.

 

BREAKFAST AND WI-FI SPONSOR

The Bryn Mawr Trust Company of Delaware

The Bryn Mawr Trust Company of Delaware

The Bryn Mawr Trust Company of Delaware serves as a Delaware corporate fiduciary and administrative trustee under the full spectrum of tax advantaged solutions contemplated by attorneys and advisors throughout the United States. We have seasoned trust advisors who collaborate with outside counsel, family offices, and asset managers, and a long tradition of flawless execution of fiduciary services for our clients.

 

LUNCHEON SPONSOR

Abell Logo

Abell Auction Company

Since 1916, Abell Auction Co. has served Southern California attorneys, CPAs, and other trust and estate professionals with handling the sale of fine art, jewelry, furniture and furnishings, and collectibles at auction as well as estate tax appraisals and inventory listings.

 

BREAK SPONSORS

Fiduciary Trust International

Fiduciary Trust International

Fiduciary Trust International is a word-class investment and wealth manager, providing personalized solutions to high net-worth individuals, families, endowments, foundations, and institutions.

 

Commercial Loan Corporation

Commercial Loan Corporation

Commercial Loan Corporation is a California professional private money lender specializing in loans to trusts and estates. Call us when a child-beneficiary is receiving real property as his or her share of a distribution and wants to take advantage of Proposition 58 to avoid property tax reassessment.

 

TABLE SPONSOR

Guardian Logo

The Guardian Life Insurance Company of America

The Guardian Life Insurance Company of America provides disability and long term care insurance to the legal community.

 

INQUIRIES

If you are interested in connecting with our sponsors or would like to be a sponsor, please email Kelly Chan at kelly.chan@ceb.ucla.edu.

Products specifications
PRODUCT GROUP CLE
PRACTICE AREA Estate Planning
SPECIALIZATION Estate Planning, Trust and Probate Law
SPECIALIZATION Taxation Law
SUBTOPICS Planning
MCLE HOUR > 9
SPECIAL ANNUAL PROGRAMS EPI-Estate Planning Institute
By Month May
REQUIRED SUBJECTS Elimination of Bias
Products specifications
PRODUCT GROUP CLE
PRACTICE AREA Estate Planning
SPECIALIZATION Estate Planning, Trust and Probate Law
SPECIALIZATION Taxation Law
SUBTOPICS Planning
MCLE HOUR > 9
SPECIAL ANNUAL PROGRAMS EPI-Estate Planning Institute
By Month May
REQUIRED SUBJECTS Elimination of Bias