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Professional Advisor Speaker Series

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Please note that due to coronavirus, the dates and times below are subject to change. We will continue to update this page as the situation develops. Contact us with any questions.

The Foundation's Speaker Series is a set of breakfast sessions in Beverly Hills, curated by our Speaker Series Planning Committee, for 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 by email.

Details:

  • In-person sessions are 8:00-9:00 a.m.; Online session times are noted below.
  • 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.

2020 Professional Advisor Speaker Series Topics

Wednesday, May 20 
Navigating the New SECURE Act Retirement Plan Distribution Rules
Click here to watch the event recording
11:30 a.m. — Networking
12:00-1:00 p.m. — Program
David Wheeler Newman (Mitchell Silberberg & Knupp)
Robert Lowe (Mitchell Silberberg & Knupp)

Wednesday, June 17
They’re Not Going to Get My Money! Do My Kids Need a Prenuptial Agreement?
Click here to watch the event recording
11:30 a.m. — Networking
12:00-1:00 p.m. — Program
Allan Cutrow (Mitchell Silberberg & Knupp)
Melanie Mandles (Wasser, Cooperman & Mandles, P.C.)

Wednesday, September 2
Crypto Currency and Estate Planning
Click here to watch the event recording
11:30 a.m. — Networking
12:00-1:00 p.m. — Program 
Andrea Kushner (Alliance Bernstein)
Stephen J. Turanchik (Paul Hastings)

Wednesday, October 14
Ending or Evolving a Private Foundation
Click here to watch the event recording
Erika Mayshar (McDermott Will & Emery)
Stephanie Wilkinson (Holthouse, Carlin, & Van Trigt)
Wednesday, November 18
Estate Planning for the Sale of the Family Business
Click here to watch the event recording
William M. Weintraub (Elkins Kalt Weintraub Reuben Gartside)

Wednesday, December 9
Year End Wrap: Looking Back and Planning Ahead
Click here to watch the event recording
Elizabeth Glasgow (McDermott, Will & Emery)
Elizabeth Bawden (Withersworldwide)

TBD (Original date: Wednesday, April 29)  
Current Priorities of the IRS: What's New, What's Old, and What's Coming
Igor S. Drabkin (Holtz, Slavett & Drabkin)
Derek Ganter (Director Stakeholder Liaison, Communications & Liaison, Internal Revenue Service)

   

 

 

Jewish community foundation

Los Angeles

Jewish Community Foundation of Los Angeles

6505 Wilshire Blvd., Suite 1200

Los Angeles, California 90048

 

323.761.8700

info@jewishfoundationla.org

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EIN: 95-6111928

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