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.

The 2023 series has come to a close. Be sure to revisit in early 2024 for the latest schedule updates. We appreciate your attendance this year and look forward to seeing you again next year!

2023 Professional Advisor Speaker Series Topics

Past Sessions


Tuesday, September 12, 2023, 12:30 – 1:30 p.m.

An Update on Upcoming Beneficial Ownership Reporting Requirements Under the Corporate Transparency Act

Christina Hammervold (Loeb & Loeb)

View session recording


Wednesday, October 18, 2023, 12:00 – 1:00 p.m.

Tax Consequences and Planning for Migration In and Out of California

Robert Kies (Ernst & Young)

View recorded session



Tuesday, November 14, 2023, 12:00 – 1:00 p.m.

My Client Wants to Set Up a Private Foundation. What Do I Tell Them? A Discussion of Charitable Alternatives.

Allan Cutrow (Mitchell Silberberg & Knupp LLP)

View recorded session


December 5, 2023, 12:00 – 1:00 p.m.

The Dynamics of Intra-Family Trust and Estate Litigation

Vatche Zejian (Jeffer Mangels Butler & Mitchell)