02 Oct 2014

Drucker Law Offices is pleased to announce that we will be hosting the breakfast on Friday morning, October 17, 2014 at the 34th Annual Southern California Tax & Estate Planning Forum.  The 34th Annual Forum will be held in San Diego, California from October 16th through October 18th at the Manchester Grand Hyatt Hotel. This year, as always, the Forum offers the best and brightest minds presenting the latest developments in the tax and estate planning field.  It’s not too late to register – just click on the following link to sign-up: Registration Link.  We hope to see you there!

Here’s the Forum’s agenda:

Thursday, October 16, 2014:

Topic: Designating Trusts as Qualified IRA Beneficiaries under IRC Section 401(a)(9) Regulations: Drafting and Administration Issues and Discussion of the Recent U.S. Supreme Court Ruling that Inherited IRAs Are Not Protected from Bankruptcy. (Includes Trust Forms), presented by Michael J. Jones, Jones and Thompson, Monterey, CA , author of Inheriting an IRA

Topic: Sunrise, Sunset: Advising a Trustee with Uncertain Capacity, presented by John A. Hartog,  Hartog & Baer, A Professional Corporation, Orinda, CA

Topic: Venn Diagrams: The Intersection of Estate Tax and Income Tax (Planning in the ATRA-Math), presented by Paul S. Lee, National Managing Director, Bernstein Global Wealth Management, New York, NY

Topic: Representing Clients with Diminishing Capacity, Assessing the Susceptibility to Undue Influence: Evaluation Tools and Interview Techniques, presented by Dr. Vivian Clayton (Ph.D.-Neuropsycologist), Orinda, CA, and Virginia Palmer, Wendell Rosen Black & Dean LLP, Oakland, CA

Topic: Managing Family Wealth Through a Family Office: Conflicts, Legal Entities, Structures, and Succession Planning, presented by Phillip L. Jelsma, McKenna Long & Aldridge LLP, San Diego, CA

Topic: Estate Planning Lessons of Life, presented by Randall W. Roth, Professor, University of Hawaii William S. Richardson School of Law

Friday, October 17, 2014:

7:00 a.m. to 8:00 a.m. Continental Breakfast hosted by Drucker Law Offices

Topic: A Review of Income Tax Issues for the Estate Planner, presented by Samuel A. Donaldson, Professor of Law, Georgia State University School of Law, Atlanta, GA

Topic: Ethical Issues in Asset Protection Planning: Beware the Tax Traps, Pitfalls, and Liability, presented by Jay Adkisson, Riser & Adkisson, Athens, GA and Newport Beach, CA, and by David J. Slenn, Quarles & Bady LLP, Naples, FL

Topic: Refining Portability Elections and Use, presented by Keith Schiller, Schiller Law Group, Orinda, CA

Topic: The View from the Trenches: A Discussion of Issues on the IRS’ Radar, presented by John W. Porter, Baker Botts, L.L.P, Houston, TX


Workshop #1: California 2014 Legislation Affecting Estate Planning, Trusts, Probate, Conservatorships and Guardianships, presented by James R. Birnberg, Oldman Cooley Sallus Gold Birnberg & Coleman LLP, Encino, CA

Workshop #2: Strategies in Commencing an Elder Abuse Case, presented by Charles Riffle, Aaron Riechert Carpol & Riffle, Redwood City, CA, and Rebeccah Miller, Lakin & Spears, Palo Alto, CA, and Steve Braccini, Hopkins & Carley, APC, San Jose, CA

Workshop #3: California ING Trusts: A Cautionary Tale of Your Future State Laws? Presented by Matt Brown, Brown & Streza LLP, Irvine, CA

Workshop #4: Estate Planning for Smaller Estates, presented by Michael J. Jones and DeeAnn Thompson

Workshop #5: Confronting the Issues of Substance Abuse, presented by Richard P. Green, Estate Planning Officer, Hazelden Betty Ford Center Foundation

Workshop #6: California Real Property Tax Issues in Estate Planning & Post-Mortem Trust Planning, presented by Matthew F. Burke, Pillsbury Winthrop Shaw Pittman LLP, Los Angeles, CA

Workshop #7: Successfully Mediating an Elder Abuse Case, presented by Charles Riffle, Rebeccah Miller, and Steven P. Braccini

Workshop #8: Drafting and Enforcing Advance Heatlh Care Directives, presented by Fay Blix, Law Office of Fay Blix, Laguna, CA

Workshop #9: Asset Protection Update and the New Uniform Voidable Transactions Act, presented by Jay Adkisson and David J. Slenn

Workshop #10: Evolving Issues in Trust and Estate Litigation: Practice Tips from the Front Line, presented by Jessica A. Uzcategui, Sacks Glazier Franklin & Lodise LLP, Los Angeles, CA, and Gabrielle A. Vidal, Loeb & Loeb LLP, Los Angeles, CA

Workshop #11: Caring for the Seriously mentally ill who are substantially unable to care for themselves in California: The Lanterman-Petris-Short Conservatorship, presented by James C. Harvey, Supervising Deputy County Counsel, Orange County, CA

Workshop #12: Trying an Elder Abuse Case, presented by Charles Riffle, Rebeccah Miller, and Steve Braccini

Workshop #13: Practical Workshop with Estate Tax and Gift Tax Return Compliance, presented by Keith Schiller

Workshop #14: The POLST Paradigm (Physician Orders for Life Sustaining Treatment): Myths and Truths (forms included), presented by Christine Knutson, RN, MSN, Chair, San Diego Coalition for Compassion Care, aka POLST Coalition, Fallbrook, CA

Workshop #15: An Examination of the Newly Adopted Uniform Powers of Appointment Act, presented by Professor Amy Morris Hess, University of Tennessee College of Law, Knoxville, TN

Saturday, October 18, 2014:

Topic: Professor Pennell’s 2014 Review and Analysis of the Current Tax and Estate Planning Developments, presented by Jeffrey N. Pennell, Richard H. Clark Professor of Law, Emory University School of Law, Atlanta, GA

Topic: Valuation Update: from Planning to Courtroom, presented by Judge David Laro, Senior Judge United States Tax Court, Washington, D.C., Mark C. Higgins, ASA, President Higgins Marcus & Lovett, Inc., Los Angeles, CA, John Prokey, Ramsbacher & Prokey, San Jose, CA

If you would like to discuss this or other trusts and estates issues, please contact the attorneys at Drucker Law Offices, 468 North Camden Drive, 2nd Floor, Beverly Hills, CA 90210, 310.285.5375 Tel, 310.444.9754 Fax, www.druckerlaw.com

Print Friendly