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.
The 2022 series has now concluded. Thank you to all who joined us! Check this page periodically for the 2023 schedule.
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.
2022 Professional Advisor Speaker Series Topics
Past Sessions
Wednesday, April 13, 12:00 - 1:00 p.m.
Doing Good Can Have Unintended Consequences – A Road Map Through The Maze of Charitable Gifts That Do Not Always Deliver the Anticipated Result
Paul Frimmer (Loeb & Loeb)
Click here to view the recording of the event.
Wednesday, May 25, 12:00 - 1:00 p.m.
Strategies for Cross Border Planning with Accompanying Tax Compliance
Cynthia Brittain (Karlin & Peebles, LLP)
Click here to view the recording of the event.
Wednesday, June 8, 12:00 - 1:00 p.m.
Estate Planning for LGBT+ Individuals, Couples, and Families
Paul LaMartina (Jeffer Mangels Butler & Mitchell LLP)
Click here to view the recording of the event.
Wednesday, September 7, 12:00 - 1:00 p.m.
The Not So Simple Preparation of Gift and GST Tax Returns
Abby Feinman (Katten Muchin Rosenman LLP)
Click here to view the recording of the event.
Wednesday, October 19, 12:00 - 1:00 p.m.
So You Thought You Could Dance? Increased Estate Tax Exemptions Does Not Mean You Do Not Have to Worry About Taxes
Allan Cutrow (Mitchell Silberberg & Knupp LLP)
Click here to view the recording of the event.
Wednesday, November 2, 12:00 - 1:00 p.m.
SLAT Trusts: Yellow Brick Road or Trap for the Unwary?
Daniel Lorenzen (Venable LLP)
Click here to view the recording of the event.
Wednesday, December 7, 12:00 - 1:00 p.m.
Using Trusts To Structure Divorce Settlements
Nicole Pearl and Bridget Devoy (McDermott Will & Emery)
Click here to view the recording of the event.