The Foundation's Speaker Series is a set of breakfast sessions, curated by our Speaker Series Planning Committee, and offered in Beverly Hills and Downtown Los Angeles 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.
To register, contact Heather Glynn at 323.761.8704 or via email.
- Sessions are 7:30-9:30 a.m.
- Kosher breakfast and valet parking are compliments of The Foundation.
- There is no fee for the sessions.
- Each session has been approved for 1 hour of General California MCLE or CPE credit
- Cancellation Policy: If you must cancel your reservation, please notify us at least three days in advance.
2019 Professional Advisor Speaker Series Topics
|Wed., April 10 (Westside)
Special Planning Considerations for Clients with Special Needs
Josh Passman (Law Office of Josh Passman)
Michelle Wolf (Jewish Los Angeles Special Needs Trust)
Stuart D. Zimring (Law Offices of Stuart D. Zimring)
|Wed., May 1 (Westside) • Wed., May 8 (DTLA)
Broken Hearts and Higher Taxes: Divorce Under the 2017 Tax Act
Nicole M. Pearl (McDermott Will & Emery)
|Wed., June 5 (Westside) • Wed., June 12 (DTLA)
Common Mistakes in GRATs and QPRTS and How to Fix Them
Paul Frimmer (Loeb & Loeb)
|Wed., Sep 4 (Westside) • Wed., Sep 11 (DTLA)
California Property Tax Planning: Practical Problems and Potential Pitfalls
Maggie Mouradian (Weinstock Manion)
|Wed., Oct 16 (Westside) • Wed., Oct 23 (DTLA)
Selection of Fiduciaries: Practical and Tax Considerations
Chang H. Chae (Hoffman Sabban & Watenmaker)
|Wed., Nov 6 (Westside) • Wed., Nov 13 (DTLA)
Ethical Issues with Multiple Party Representation & Clients with Diminished Capacity
Allan Cutrow (Mitchell Silberberg & Knupp)
Margaret Lodise (Sacks Glazier Franklin & Lodise)
Wed., Dec 4 (Westside)