Past Seminar Speakers
2024
Bruce Givner, Esq. • KFB Rice, LLP • How Estate Tax Planning Helps Asset Protection Planning – And Vice Versa
Dr. Regina F. Lark, PhD, CPO ® • A Clear Path • Help for Hoarding: An Excavation Beneath the Piles
R. Sam Price, J.D., LL.M. • Price Law Firm • Estate Planning for the Modern Family: A comprehensive look at the unique challenges and strategies in estate planning for blended families, same-sex couples, and non-traditional family structures.
Hon. Judge Tara Reilly (Ret.) • Judicial Observations in Will Interpretation, Family Dynamics, and Executor Missteps
2023
Brad M. Cashion, CFA, ASA • The Mentor Group • "If I Knew Then What I know Now…Decoding a Valuation"
Jacqueline D. Yu, ESQ., LL.M. • The Law Offices of Jacqueline D. Yu • "Estate Planning Tools and Techniques for Estates Teethering on the Exemption Threshold"
Reynolds T. Cafferata • Rodriguez, Horii, Choi & Cafferata LLP • "Estate and Charitable Planning Update - The Latest News from Congress, the IRS and the Courts"
Elizabeth and David Bawden • Withers Bergman LLP • "Corporate Transparency Act: Pulling Back the Curtain and Shining a Spotlight on Client Assets"
2022
Conrad Teitell • Cummings & Lockwood LLC • "Ethics in Charitable Tax Planning"
Josh Yager • Anodos Advisers • "Prudent Administration for Individual Trust or Hoe Not to be a Knucklehead"
Kevin Sayles • Lawyers Title • "Title Insurance Issues Update 2022"
Samuel A. Donaldson • Professor of Law, Georgia State University • "Current Developments"
2021
Andrew M. Katzenstein • Proskauer Rose LLP • "Current Developments"
Stephanie C. Buckley • Wells Fargo Private Bank • "Charitable Succession Planning for Business Owners"
Jay D. Adkisson • Adkisson Riser, LLP • "Hot Topics - Asset Protection Planning"
Samuel A. Donaldson • Professor of Law, Georgia State University • "What the Cool Kids are doing in Estate Planning"
2020
Matthew Burke • Burke & Marquit LLP • "Property Tax Change in Ownership and Current Issues"
Jacqueline A. Patterson, CPA Esq. • Buchanan & Patterson, LLP • "Fiduciary Accounting and Taxation - Issues and Updates"
Steven E. Trytten, ESQ., CPA, MBA • Henderson Caverly Pum & Trytten LLP • "Estate Planning for Pensions and IRA Accounts"
Bryan K. Clontz, Ph.D., • Charitable Solutions, LLC • "Creative Charitable Planning with Non-cash Assets"
2019
Samuel A. Donaldson, JD, LLM • Professor of Law - Georgia State University • "The Estate Planner’s Income Tax Playbook"
Lisa M. Piehl, JD • Internal Revenue Service • "Recent Developments in Estate & Gift Tax"
Keith Schiller, JD • Schiller Law Group • "Reconfiguring the Formerly ‘Perfect’ Estate Plan"
Robert W. Stanley, JD • Jaffe and Clemens • "Can You Trust a Trust? The Intersection of Family Law and Estate Planning"
Laura A. Zwicker, JD, LLM • Greenberg Glusker • "Can You Trust a Trust? The Intersection of Family Law and Estate Planning"
2018
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"
2017
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"
2016
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"
2015
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"
2014
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"
2013
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"
2012
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"
2011
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"
2010
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?"
2009
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"
2008
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"
2007
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"
2006
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"