Topic: 14th Annual I.R.S Meeting
Date: Wednesday, February 10, 2010
Speakers: TBA
March & April -Dark/No Meetings
BELOW ARE FUTURE MEETING DATES NOT YET AVAILABLE ONLINE. PLEASE CHECK BACK.
Topic: Funding Stale Trusts; How Many Years Can I Wait?
Date: Wednesday, May 12
Speakers: Ashely Risner, Esq. & John Jacobson, Esq.
Topic: Estate Planning for N0n-Taxable Estates-Why Bother?
Date: Wednesday, June 9
Speakers: Nelson Handy, Esq. & Mitch Freedman, CPA
Topic: CPA as Trustee-Should You?
Date: Wednesday, July 14
Speakers: Steve Lowe, Esq. & Judge Ed Ross
Topic: Estate Planning with Atypical Spouses (Non resident, Non citizen, Multiple Exes, Pre & Post Nups, ect.)
Date: Wednesday, August 11
Speakers: TBA
Topic: Income Tax Planning & Issues for Fiduciares (Fed & Ca), Including Why You Need to Keep Your Trust Out of California
Date: Wednesday, September 22 (note date change) *JOINT MEETING WITH THE TAXATION COMMITTEE
Speakers: Bill Downs, CPA & (trust officer)
Topic: FLP Planning in Light of IRS Challenges-Update and Opportunities
Date: Wednesday, October 20 (note date change) *JOINT MEETING WITH THE TAXATION COMMITTEE
Speakers: Bill Weintraub, Esq. & Kip Dellinger, CPA
Topic: TBA *JOINT MEETING WITH THE LA CPA/ATTORNEY COMMITTEE
Date: Wednesday, November 10
Speakers: TBA
Topic: Year-End Estate & Gift Update-New Cases, Rulings & Legislation
Date: Wednesday, December 8
Speakers: Andy Katzenstein, Esq.
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