Past Seminar Speakers 



Andrew M. Katzenstein  •  Proskauer Rose LLP  •  "Current Events In Estate Planning"

Bryan D. Kirk  •  Fiduciary Trust International  •  "Investing For a Fiduciary"

Gerry W. Beyer  •  Texas Tech University School of Law  •  "Aiming High and Getting High. Estate Planning for Guns and Marijuana"

Paul N. Frimmer  •  Loeb & Loeb LLP  •  "A Primer on Tax and Other Issues Relevant to Art Collectors and Their Advisors"


Samuel A. Donaldson  •  Professor of Law, Georgia State University  •  "Recent Developments In Estate Planning"

Jonathan C. Lurie  •  Venable  •  "Post-Mortem Estate Planning - Doing It After Your Dead"

Golnaz Yazdchi  •  Sheppard Mullin Richter & Hampton LLP  •  "Are You There, Client? It’s Me, Your Lawyer. Representing Clients with Diminished Capacity"

Reynolds T. Cafferata  •  Rodriguez, Horii, Choi, & Cafferata LLP  •  "The Latest Charitable Giving Strategies"


Douglas K. Freeman  •  First Foundation Bank  •  "How Much is Enough? Value Based Estate Planning"

Judge Robert A. Wherry  •  US Tax Court  •  "Valuation War Stories - A View From the Bench"

Michel Zelnick  •  "How Psychology Impacts Estate & Succession Planning - Overcoming the Barriers"

Steve Leimberg  •  Leimberg & LeClair  •  "What's Hot - What's Not"


Jacob Stein  •  "Creative Planning with Irrevocable Trusts"

Dr. Jose Fuentes  •  "To Be or Not To Be: The Capacity to Decide"

Steve Parrish  •  "Staying Relevant: New Ideas for Helping Business Owners and Executives with Their Planning"

Gerry Beyer  •  "The Developing Area of Digital Assets"


Reynolds Cafferata  •  Rodriguez, Horii, Choi & Cafferata, LLP  •  "Dusting Off the Ol' CRT"

Richard Ayoob  •  Ajalat, Polley, Ayoob & Matarese  •  "Property Tax in Gift & Estate Planning"

Robert Birgen  •  Abridge Partners, LLC  •  "Effective Uses of Life Insurance in Estate Planning"

Jere Doyle  •  BNY Mellon Wealth Management  •  "Estate Planning for Non-Traditional Families"


Samuel A. Donaldson  •  Georgia State School of Law  •  "Federal Tax Update: Important Income, Gift & Estate Developments"

Steve Trytten  •  Anglin, Flewelling, Rasmussen, Campbell & Trytten  •  "The Quiet Revolution: Estate Planning for the Next Decade"

Al W. King  •  North Dakota Trust Company  •  "Are Irrevocable Trusts Really Irrevocable?"

Louis Mezzullo  •  McKenna, Long & Aldridge, LLP  •  "Update on Family Limited Partnerships"


Andy Katzenstein  •  Proskauer Rose  •  "The Trust Protector: Duties, Liabilities, and Sample Provisions"

David Fogel  •  Internal Revenue Service  •  "How to Keep Your 706 and 709 OFF My Radar"

Owen Fiore  •  Consulting Practice  •  "Succession Planning with Pass-Through Entities"

Nancy Henderson  •  Henderson, Caverly, Pum & Charney  •  "What You Thought You Knew About Crummey Powers"


Jay D. Adkisson  •  Riser Adkisson, LLP  •  "Asset Protection in California"

Jonathan C. Lurie  •  McDermott Will and Emery  •  "Post-Mortem Estate Planning"

David J. Herzig  •  Valparaiso University School of Law  •  "Choice of Wealth Shifting Strategies"

Paul N. Frimmer  •  Loeb & Loeb  •  "Charitable Remainder & Lead Trusts - Beyond the Basics"


Richard Oshins  •  Law Offices of Oshins & Associates  •  "'Oshins 11' Thinking Outside the Box – 11 Planning Ideas"

Lawrence Brody  •  Bryan Cave LLP  •  "Top 25 Life Insurance Planning Mistakes"

Joy Berus  •  Barth, Berus & Calderon  •  "Valuation New Developments, Especially Art, Antiques & Collectibles"

Howard Sanger  •  Sanger & Manes, LLP  •  "Beneficiaries Never Get the Correct Amount. Why?"


Andy Katzenstein  •  Proskauer Rose  •  "Current Developments in Estate Planning"

Jane Peebles  •  Karlin & Peebles  •  "Century City Charitable Planning Update - Shams, Scams and - Thank You Ma'ams"

Louis Mezzullo  •  Luce, Forward, Hamilton Scripps  •  "Beverly Hills Family Limited Partnerships - An Update"

John Glenn and Brad Cashion  •  The Mentor Group  •  "San Diego Estate Tax Valuations and Appraisal Update"


Richard Oshins  •  Oshins and Associates  •  "Cutting Edge Estate Planning Strategies"

Bernard A. Krooks  •  Littman Krooks, LLP  •  "Use of Supplemental Needs Trusts in an Eldercare Practice"

Reynolds Cafferata  •  Rodriguez, Horii, Choi & Cafferata, LLP  •  "New Charitable Tax Planning Developments"

Steve Trytten  •  Anglin, Flewelling, Rasmussen, Campbell, & Trytten  •  "Advanced Estate Planning for Retirement Plan Assets"


Andy Katzenstein  •  Proskauer Rose  •  "Current Estate Planning Developments"

Jonathan Lurie  •  McDermott, Will & Emery  •  "Valuation Discounts"

Jane Peebles  •  Karlin & Peebles  •  "Shams, Scams and Thank You Ma'ams - High Stakes Charitable Planning"

Paul Frimmer  •  Irell & Manella  •  "Life Insurance Trust Issues"


Richard Gilbert & Robert Birgen  • Freeman, Freeman Smiley / FFR Advisory  •  "Living and Dying with Life Insurance"

Carol Johnston  •  Katten, Muchin, Rosenman  •  "Current Estate Planning Tax Developments"

John Ambrecht and Howard Berens  •  Ambrecht & Associates / MD  •  "Family Business Transitions: The Risks for the Lawyer and the Family Caused

by Compliance with the California Rules of Professional Conduct."

Steve Trytten  •  Anglin, Flewelling, Rasmussen, Campbell & Trytten  •  "Advanced Estate Planning for Retirement Assets"