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This definitive guide to trusts will give you key knowledge of unique trusts structures, sample provisions language, and reasoning for which planning tools better suit specific client situations. Understand the key structures and uses of today's top trusts and anticipate administration challenges and tax consequences. Order today!
This activity has been approved for Minimum Continuing Legal Education credit by the State Bar of California and may qualify for up to 12.0 hours of participatory credit, of which 1.0 hour will apply to legal ethics participatory credit. NBI, Inc. certifies this activity conforms to the standards for approved education activities prescribed by the rules and regulations of the State Bar of California governing minimum continuing legal education. NBI, Inc. is a State Bar of California approved MCLE provider - #53.
September 17 - September 18 Long Beach
ELIZABETH G. ACEVEDO is an attorney with Weinstock Manion, where she practices in the areas of estate planning, estate and trust administration, and tax law to develop customized, multi-generational estate plans for high net-worth individuals and families. Ms. Acevedo is a member of the State Bar of California, the New York State Bar Association, the Los Angeles County Bar Association, and the Beverly Hills Bar Association. She received her B.A. degree, summa cum laude, from Binghamton University; her M.A. degree from CUNY John Jay College of Criminal Justice; her LL.M. degree from New York University; and her J.D. degree, cum laude, from the State University of New York School of Law at Buffalo.
LESLIE ANN BARNETT is a sole practitioner in Los Angeles, California, where she is certified as an elder law attorney by the National Elder Law Foundation. Her practice is limited to the varying issues presented in elder law and special needs with emphasis on estate planning, special needs trusts, powers of attorney, probate, trust administration, conservatorships, other protective proceedings, and public benefit eligibility. Ms. Barnett is a member of the National Academy of Elder Law Attorneys, the National Elder Law Foundation, and is a charter member of the Academy of Special Needs Trust Planners. She received her B.A. degree from Indiana University, her M.S.W. degree from California State University, and her J.D. degree from Loyola Law School.
DAVID J. BERARDO is a partner in the international law firm of DiMascio & Berardo, where his practice focuses on international business transactions, estate planning for multinationals, and asset protection for assets in the United States and abroad. Mr. Berardo is experienced in the formation and management of foreign trusts, corporations, and partnerships. He is a member of the tax and international law sections of several bar associations. Mr. Berardo earned his B.A. degree from Pomona College and his J.D. degree from the University of California at Los Angeles School of Law.
RENEE M. GABBARD is a partner in the private client service group with Bryan Cave Leighton Paisner, LLP, where her practice focuses on privately held businesses, high net-worth clients, and charitable organizations. Her areas of practice include all aspects of income, capital gains, gift and estate tax planning, advanced wealth and business succession planning, capital gains tax deferral techniques, acquisition, sale and liquidity planning, private corporate structuring, asset freeze techniques, family office planning, trust tax planning, and trust administration. She has been an adjunct professor at Chapman University School of Law and taught two full term law courses, namely, “Federal Gift and Estate Tax” and “Taxation of Business Organizations.” Ms. Gabbard was also an adjunct professor for the Masters in Taxation Program at Golden Gate University. Ms. Gabbard is a certified specialist in estate planning, trust, and probate law by the State Bar of California Board of Legal Specialization. She is also a member of the Trust and Estates Section of the State Bar of California. Ms. Gabbard earned her B.A. degree from the University of Southern California and her J.D. degree from New York University School of Law.
NEAL B. JANNOL is a sole practitioner in Los Angeles at the Law Office of Neal B. Jannol. He has been an attorney for more than 20 years and concentrates his practice on sophisticated estate and tax planning for individual clients, the representation of individual and corporate fiduciaries, and the administration of estates and trusts. Mr. Jannol's experience includes drafting revocable and irrevocable trusts, business succession planning, premarital planning, charitable gift planning, and all aspects of estate administration and probate procedures. He is a member of the State Bar of California. Mr. Jannol earned his B.A. degree, magna cum laude, from the University of California at Los Angeles; and his J.D. degree from the University of California at Berkeley, Boalt Hall School of Law.
CURTIS M. KAISER is the founding attorney of Kaiser Law Group in Long Beach, California, where he focuses his practice on estate planning and administration. He is a regular speaker to legal groups and students, and currently serves as an instructor at both the University of California, Irvine’s Paralegal Program, where he developed the program’s estate planning course and at UCLA’s Anderson School of Business, where he has taught a course in strategic business communication. Mr. Kaiser previously co-chaired for Tiger 21, North America's premier peer learning group for high-net worth investors and a group leader of a ProVisors group of trusted advisors. Mr. Kaiser is a certified specialist in estate planning, trust, and probate law by the State Bar of California Board of Legal Specialization. He is also a member of the Estate Planning & Trust Council of Long Beach, the Long Beach Bar Association, and State Bar of California (Trust and Estates Section). Mr. Kaiser earned his B.A. degree, with honors, from the University of California at Santa Barbara; his J.D. degree from Santa Clara University; and his M.B.A. degree from UCLA's Anderson School of Business.
JENNIFER N. SAWDAY is a partner with the firm of Tredway, Lumsdaine & Doyle, LLP. Her emphasis is in estate planning, probate and trust administration, and related litigation. She also handles guardianship and conservatorship matters. Ms. Sawday is very active in the Long Beach estate planning community. She is currently rated a Superb 10.0 attorney by AVVO. She was selected as a prestigious Rising Star by Super Lawyers as featured in Los Angeles Magazine for three years in a row. Ms. Sawday is a member of the State Bar of California, Long Beach Bar Association and Women Lawyers of Long Beach. She was the president of the Estate Planning and Trust Council of Long Beach and is active in other local community organizations. Ms. Sawday is admitted to practice in California, as well as before the U.S. District Court of Appeals for the Ninth Circuit and the U.S. District Court for the Central District of California. She earned her B.S. degree and her M.P.A. degree, with honors, from California State University Dominguez Hills and she earned her J.D. degree from Loyola Law School.
BEN SCHWEFEL is an attorney with Bohm Wildish & Matsen LLP, where he works with individuals, families, trustees, executors, personal representatives, and small business owners, with his primary areas of practice including, estate planning, asset protection, business formation, trust administration, probate, and trust litigation. He earned his undergraduate degree from the University of California, San Diego and his law degree from University of San Diego School of Law. During law school, Mr. Schwefel received the Albert and Mae Lee Memorial Scholarship (recognizing strong scholastic ability and outstanding moral character); served as the comments editor for the San Diego Journal of Climate & Energy Law; and authored a student comment selected for publication (6 San Diego J. Climate & Energy L. 247 (2015)). He is also an active member of the Young Lawyers Division and Trust & Estates Section of the Orange County Bar Association.
JACQUELINE D. YU is an attorney with Karlin & Peebles, LLP. Her practice includes estate, tax, and business succession planning; probate and trust administration; and business transactions. Ms. Yu's experience at law and accounting firms offer a comprehensive understanding of the various needs of her clients, ranging from tax compliance, reporting, and planning to drafting estate plans that not only preserve and transfer wealth and businesses to loved ones and successive generations but also reflect the client's non-tax driven objectives. Her trust and probate administration experience includes representing trustees and personal representatives at each step of the administration process; guiding her clients through the completion of their fiduciary obligations; addressing any estate, gift, income, and transfer tax consequences that may arise from the distribution of a decedent's property or from the allocation of assets among subtrusts. Ms. Yu has also worked on trust and probate litigation matters; and dealing with such issues as lack of capacity, undue influence, and breaches of fiduciary duty. Her experience with contested matters has enabled her to build a solid foundation for drafting a more effective estate plan that minimizes the risk of future disputes. Ms. Yu is a member of the State Bar of California, the Beverly Hills Estate Planning Council, the Trusts and Estates Section of the Beverly Hills Bar Association, the Asian Business League, the Women Lawyers Association of Los Angeles, the National Association of Women Business Owners, and the Beverly Hills Rotary Club. She earned her B.A. degree from the University of California, Los Angeles (UCLA); her Masters of Law degree in business law (tax law concentration) from UCLA School of Law; and her J.D. degree from Notre Dame Law School.
September 19 - September 20 Pasadena
SUSANNE B. COHEN is of counsel with Hahn & Hahn LLP, where she is a member of the firm's trusts & estates, and litigation practice groups. Ms. Cohen is experienced in advising and representing clients in trusts and estates, and elder financial abuse litigation. She advises and assists clients with trusts, estates, and conservatorship administration matters. Ms. Cohen also advises and assists clients with estate and special needs planning and represents fiduciary clients in court supervised cases. She is a contributing author for CEB and Matthew Bender practice guides on conservatorships, trust litigation, and Medi-Cal planning. She is a member of the State Bar of California, the State Bar of Arizona, the Bar Association of San Francisco, the East Bay Trusts & Estates Lawyers, and the Academy of Special Needs Planners. Ms. Cohen earned her B.A. degree from Vasser College and her J.D. degree from Loyola Law School of Los Angeles.
DANIEL C. LORENZEN is a partner with Fox Rothschild, where he advises clients on the full range of estate planning issues, including preparing wills and trusts, tax planning, business succession, and family wealth transfers. He helps trustees and beneficiaries find practical, tax-efficient solutions to complex domestic and cross-border estate and trust administration matters. Mr. Lorenzen is a member of the California Society of Certified Public Accountants, the U.S.-Japan Alliance of the Hawaii Tax Institute, the Planned Giving Council of California State University, Channel Islands, and the Japan American Society of Southern California. He earned his B.S. degree from Brigham Young University and his J.D. degree from the University of Michigan Law School.
KAREN L. MATEER is a sole practitioner at the Law Office of Karen L. Mateer in Pasadena. She has been an attorney for 20 years and practices in the areas of estate planning, trust, and probate law, and has maintained an active tax practice for the past 30 years. Ms. Mateer previously served as an adjunct professor of business and economics at Pasadena City College. She is a member of the Pasadena and Los Angeles bar associations, and the State Bar of California. Ms. Mateer earned her B.A. degree from California State University at Los Angeles, her M.B.A. degree from the University of La Verne, and her J.D. degree from Western State University College of Law with an emphasis in taxation.
JONATHAN D. PRIMUTH is a partner at Primuth Driskell Terzian LLP, in Pasadena, California. He focuses his practice on estate planning and administration. Mr. Primuth practiced at the international law firms of Latham & Watkins; and Paul, Hastings, Janofsky & Walker, handling a wide variety of civil litigation and transactional matters for large and medium sized businesses. He is a member of the Pasadena Bar Association, the Los Angeles County Bar Association (Trusts and Estates Section), and the State Bar of California (Trusts and Estates Section). Mr. Primuth earned his J.D. degree from the University of California, Los Angeles (UCLA) School of Law, where he interned for the Honorable William P. Gray in the United States District Court.
MARLENE S. SELTZER is an estate planning attorney with the Gold Law Corp. For more than 20 years, Ms. Seltzer has helped clients and families by protecting assets and income of the middle class, the elderly, and disabled to qualify them for nursing home costs paid by the state of California through Medi-Cal long term care. Her estate plans are tailor-made for the needs of single persons, married couples, two-parent families, blended families with children from other relationships, same sex couples, avoiding government recovery claims, and protecting windfall assets for the disabled persons. Ms. Seltzer is a recognized leader in the areas of estate planning, probate, conservatorships, trust administration, special needs trusts, and litigation (trust, conservatorship and probate). She is active in the community and formerly served on the Board of Trustees of the San Fernando Valley Bar Association and currently as a member of their Lawyer Referral Advisory Committee. Ms. Seltzer earned her B.A. degree from the University of California at Los Angeles and her J.D. degree from Glendale University College of Law.
STEVE SORELL is an attorney at Sorell Law Group, where he focuses his practice on business transactions such as partnership/LLC agreements, and tax controversy matters, including trust and estate tax return audits. He is a J.D./CPA with extensive financial management experience in private industry. The combination of legal and tax expertise and business experience provides a deep understanding of legal issues from a business viewpoint. Prior to forming Sorell Law Group, Mr. Sorell was an associate at Latham & Watkins and Sidley Austin. Prior to becoming an attorney, he held senior financial and operating positions at Graham & James, Montgomery Watson, and Flying Tigers. Mr. Sorell is admitted in California. He received his B.A. degree from Claremont McKenna College and his J.D. degree from UCLA, and in addition he earned an M.B.A. degree from University of Chicago and an M.B.T. degree (taxation) from USC.
JACOB STEIN is a managing partner at Aliant, LLP, where he practices in the areas of structuring international business transactions, complex U.S. and international tax planning, and asset protection planning. Over the course of his career, Mr. Stein has represented a variety of clients, from officers and directors of Fortune 500 companies to small business owners and individuals facing financial adversity. He is the author of numerous books, scholarly articles, and technical manuals. Mr. Stein is an adjunct professor of taxation at the California State University, Northridge Graduate Tax Program. He has been accredited by the State Bar of California Board of Legal Specialization as a certified tax law specialist, and he is a member of the International Law Section of the State Bar of California. Mr. Stein earned his bachelor’s degree from California State University, Northridge, his law degree from the University of Southern California, and his Master of Laws degree in taxation from Georgetown University.
JONATHAN A. WERSHOW is a partner in the Encino law firm of Wershow & Cole, LLP. Mr. Wershow has been an attorney for more than ten years and focuses his practice on estate planning, trusts, probate, conservatorships, elder law, litigation, and real property. He has lectured to court appointed attorneys on investigations of conservatorship status and moderated events for the Real Estate Section of the Beverly Hills Bar Association. Mr. Wershow is a member of the Los Angeles County and San Fernando Valley bar associations. He earned his B.A. degree from the University of California at Berkeley and his J.D. degree from Southwestern Law School.