The 2017 Professional Advisor Speaker Series is coming soon!
Topic 1 will be on Thursday, April 13 and Wednesday, April 19
The Foundation’s Professional Advisor Speaker Series is a series of breakfast sessions offered to our network of professional advisors to help them become better prepared to address their clients’ charitable gift planning needs.
Our network of professional advisors comprises L.A. area professionals working in estate planning, accounting, financial planning, insurance, and law.
If you would like to be added to our network of professional advisors, send us an email with your name, title, company name and address, and a brief message with your request. These events are not open to the general public.
|Thurs., April 13 (Westside) • Wed., April 19 (Valley)
Selling a Business: Planning for the Family, the Business, and Charity
Lawrence M. Braun of Sheppard, Mullin, Richter & Hampton LLP
|Wed., May 10 (Westside) • No Valley Event
An Updated Primer on the Mistakes Probate Attorneys Make that Affect Dissolutions
Stacy D. Phillips of Blank Rome LLP
||Wed., June 7 (Westside) • Wed., June 14 (Valley)
Legal Tools for Assisting Older Adults, Individuals with Disabilities, and Family Caregivers
Nicholas Levenhagen of Bet Tzedek Legal Services
|Tues., Sep 5 (Westside) • Wed., Sep 13 (Valley)
Spirit in the Sky: Where Does My Facebook Page Go When I Die?
Allan B. Cutrow and Emily F. Evitt of Mitchell Silberberg & Knupp LLP
||Wed., Oct 4 (Westside) • Wed., Oct 11 (Valley)
Anticipating and Avoiding Common Pitfalls in Trust Administration and Transactions
Arnold D. Kahn and Robert Barton of Holland & Knight
||Wed., Nov 1 (Westside) • Wed., Nov 8 (Valley)
Cross Border Philanthropy: Can My Client Do That?
Jane Peebles of Karlin & Peebles, LLP
|Wed., Nov 29 (Westside) • Wed., Dec 6 (Valley)
Developments in Charitable Giving and Estate Planning: Year End Summary
Elizabeth R. Glasgow of Venable LLP, Stefanie J. Lipson of Greenberg Glusker, and Elizabeth A. Bawden of Withers Bergman