Date and Time
Wednesday, November 10, 2010 7:30 AM
Venue
Regent Beverly Wilshire Hotel
Recommended for:
Professional Advisors
Event Summary:
The third presentation in the speaker series featured Barbara Bergstein of the law firm of Burgh, Balian & Bergstein LLP Attorney Barbara Bergstein discusses what professionals should be looking for in dealing with clients who are aging and how they can prevent their elderly clients from being taken advantage of. While lawyers can't divulge attorney-client privilege, financial professionals have the ability to report elder abuse. Her advice: Be aware, keep your eyes and ears open and make sure that everyone is on board to protect the rights of the elderly.
BARBARA BERGSTEIN
- Partner in the law firm of Burgh, Balian & Bergstein LLP. Specializes in elder law and estate planning.
- Consultant on the uses and drafting of special needs trusts for disabled children, minors and adults.
- Author of “The Uses of Irrevocable Special Needs Trusts in Gift and Estate Tax Planning” which appeared in Tax Information Perspectives, a publication of the Estate & Gift Tax Subcommittee, California Tax Bar.
- Frequent lecturer for the State Bar of California, AICPA, California CPA Education Foundation, California Continuing Education of the Bar, and the Taxation Section of the California State Bar.
If you have any questions, please contact Elliot B. Kristal, vice president of charitable gift planning by phone at (323) 761-8707 or by email at ekristal@jewishfoundationla.org. To register for this session, call Heather Glynn at (323) 761-8704 or via email to hglynn@jewishfoundationla.org.
View Barbara Bergstein's presentation materials
Powerpoint presentation
Durable P of A outline
P of A outline