The 2018 Professional Advisor Speaker Series is here -- with a new Downtown LA location!
The Foundation's Professional Advisor Speaker Series is a series of breakfast sessions offered in Beverly Hills and our new Downtown Los Angeles location 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.
- MCLE and CPE credits are available.
- Cancellation Policy: If you must cancel your reservation, please notify us at least three days in advance.
|Wed., April 11 (Westside) • Wed., April 25 (DTLA)
Estate Planning For Clients At All Levels of Wealth: A Changing Conversation Post Tax Reform
Elizabeth Glasgow (Venable) and Zachary Dresben (Kramer Law Group)
|Wed., May 9 (Westside) • Wed., May 23 (DTLA)
Income Tax Highlights of the New Tax Reform Bill
Ryan Austin (Loeb & Loeb)
|Wed., June 20 (Westside) • Thurs., June 21 (DTLA)
Keeping it in the Family: Estate and Gift Planning Strategies Prior to Selling a Business
Robert Strauss (Weinstock Manion) and Ellen Rosen, General Counsel (Jewish Community Foundation)
|Wed., Sep 5 (Westside) • Thurs., Sep 13 (DTLA)
Demystifying Death and End of Life Decisions
Paul Hoffman (Hoffman Sabban & Watenmaker) and Rabbi Jason Weiner (Cedars-Sinai, Senior Rabbi and Chaplain)
|Wed., Oct 10 (Westside) • Wed., Oct 17 (DTLA)
Irrevocable Trust Regret? The Why and How of Modification
Abby Feinman (Katten Muchin Rosenman)
|Wed., Nov 7 (Westside) • Wed., Nov 28 (DTLA)
Leave ‘Em A Dollar; That Should Keep Them in Line: Effective Planning to Avoid Contests
Allan Cutrow (Mitchell Silberberg & Knupp) and Gabrielle Vidal (Loeb & Loeb)
|Wed., Dec 12 (Westside) • Wed., Dec 19 (DTLA)
What’s Fair Got to Do With It? Ethical Decision Making In Estate and Gift Planning
Professor Shlomo Sher (Department of Philosophy, California State University, Fullerton)