Professional Advisor Speaker Series

The Foundation's Professional Advisor Speaker Series (PASS), curated by our Speaker Series Planning Committee, is offered to professional advisors to help them better 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 and we will email all invitations.

  • Online session times are noted below.
  • There is no fee for the sessions.
  • One hour of MCLE and CPE credits may be available for each session.

Click here for a video gallery of past sessions.

We are thrilled to announce the 2024 series is now open!

2024 Professional Advisor Speaker Series Topics

1

Tuesday, September 9, 2024, 12:00 – 1:00 p.m.

Estate  and tax planning considerations at the 11th hour.

With Alex Palabrica

2

Tuesday, October 29, 2024, 12:00 – 1:00 p.m.

Legal, ethical and practical issues when a client is losing capacity.

With Neil Solarz, Weinstock Manion

 

3

Tuesday, November 5, 2024, 12:00 – 1:00 p.m.

Gifting complex assets - Benefits and rules around charitable gifts of real estate, business interests, and other liquid property.

With Michael Fiespor

4

Tuesday, December 3, 2024, 12:00 – 1:00 p.m.

California Uniform Directed Trust Act

With Michael Rosen-Prinz and David Khanjyan