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, and law.

If you would like to be added to our network of professional advisors, send an email to us at development@jewishfoundationla.org 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.

  • Registration opens each year in the late Spring/early Summer.
  • 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.

2025 Professional Advisor Speaker Series Topics

The Jewish Community Foundation of Los Angeles proudly presents our Professional Advisor Speaker Series—an annual tradition offering timely, high-value programming for the local advisory community.

This four-part series is tailored for advisors who want to deepen their expertise in charitable planning and better support their clients’ philanthropic goals.

Past Events

Steffi Hafen​​​​

Tuesday, December 9, 2025
Beverly Hilton

Hot Topics in Estate Planning for 2026

Steffi Hafen​​​​ (Snell & Wilmer)

Abby Feinman
Nicole Pearl

Wednesday, November 19, 2025
Four Seasons Beverly Hills

HeirBNB: Planning with Family Residences and Vacation Homes

Abby Feinman (Katten) and Nicole Pearl (McDermott Will & Emery)

allan_cutrow_l_msk
Ellen Rosen_web

Wednesday, October 22, 2025
Beverly Hilton

Donor Advised Funds or “DAF’S”.
To quote Daffy Duck, are they Deththpicable! Or are they an opportunity to maximize and benefit from Charitable Contributions if properly selected?

Allan Cutrow (Mitchell Silberberg & Knupp) and Ellen Rosen (Jewish Community Foundation of Los Angeles)

Paul Frimmer Headshot

Wednesday, September 3, 2025
Four Seasons Beverly Hills

Important Rulings and Cases That Shaped Modern Estate Planning
Paul Frimmer (Loeb & Loeb)