Thursday, April 22nd 2021

8:30 am – 9:00 am
Attendees log in – Opening remarks – Introductions

9:00 am – 10:15 am
California Developments
S. Andrew Pharies, DLA Piper LLP (US), San Diego

10:15 am – 10:45 am
Break

10:45 am – 12:00 pm
Family Offices and Trust Companies
Bobbi J. Bierhals, McDermott Will & Emery, LLP, Chicago
Kim Kamin, Gresham Partners, LLC, Chicago

12:00 pm – 1:00pm
Lunch Break

1:00 pm – 2:00 pm
Practicing Law After Covid-19: What did we Learn?
Randy J. Curato, Alas, Los Angeles
Bruce Stone, Goldman Felcoski &Stone P.A., Florida
Ryan J. Szczepanik, Hartog, Baer, & Hand., APC, Orinda

2:00 pm – 2:30 pm
Break

2:30 pm – 3:30 pm
Love Makes A Family: Determining Heirs and Beneficiaries When ‘Natural Child’ Does Not Mean ‘Biological Child’
Jonna M. Thomas, Wells Fargo Private Bank, Walnut Creek
Naznin B. Challa, Wells Fargo Bank, N.A., San Francisco

3:30 pm – 4:00 pm
Break

4:00 pm – 5:00 pm
Planning in a Low Interest Rate Environment
Carlyn S. McCaffrey, McDermott Will & Emery, New York
Nicole M. Pearl, McDermott Will & Emery, Los Angeles

Friday, April 23rd 2021

8:30 am – 9:00 am
Attendees log in – Opening remarks – Introductions

9:00 am – 10:30 am
Federal Tax Developments
Charles D. (Skip) Fox IV, McGuireWoods LLP, Charlottesville, Virginia

10:30 am – 11:00 am
Break

11:00 am – 12:00 pm
Employment Issues with Caregivers, Nannies, Personal Assistants
David A. Wimmer, Swerdlow Florence Sanchez Swerdlow & Wimmer, Los Angeles
Emily Camastra, Swerdlow Florence Sanchez Swerdlow & Wimmer, Los Angeles

12:00 pm – 1:00 pm
Lunch Break

1:00 pm – 2:00 pm
Family Governance Structures in High Net Worth Estate Planning
Mark Powell, Holland & Knight, Los Angeles and Orange County
Andrea Kushner, Bernstein, Los Angeles

2:00 pm – 2:30 pm
Break

2:30 pm – 3:30 pm
The SECURE Act and Special Needs Trusts
Stuart D. Zimring, The Law Offices of Stuart D. Zimring, Encino