California State Meetings Presentations
2023
California Fellows Meeting (August 12 – 13)
- The Crypto Craze: Decoding Digital Assets for Estate Planners, Litigators, and Fiduciary Clients in Trusts and Estates by Jeremy Lau, Jared Ong and JD Rees
- I Have the Power! Tricky Issues With Directives, Powers, and Agencies by Michael S. Brophy
- Philanthropy and Business Succession by S. Andrew Pharies and Gretchen T. Shaffer
- Pushing the Boulder: Decanting, Directed Trusts and Ongoing Efforts to Modernize California Trust Law by Abby Feinman, Philip Hayes and Laura Zeigler
2021
California Fellows Meeting (November 6 – 8)
- Locking Down on Recent Developments by Patrick A. Kohlmann and Vivian Lee Thoreen
- Prudent Investment Principles and Portfolio Review by Jeremy Lau
- Hot Topics and Strategies for Cross Border Planning by Cynthia D. Brittain
- Head in the Cloud, Fingers on the Keyboard: Maintaining Your Cyber‐sanity by John T. Rogers, Jr.
2020 Meeting
- California Fellows Meeting (December 1 – 2)
- Proposition 13: Avoiding Traps and Managing Expectations by Bradley R. Marsh and Bart J. Schenone,
- 2020 Recent California Developments…Delivered Via Instacart Latest developments and cases of interest in the state by Patrick A. Kohlmann, Robert E. Temmerman, Jr., and Vivian Lee Thoreen
2014 Meeting
- California Fellows Meeting (November 14)
- Brain Mapping and Its Implications for Understanding the Capacity of Our Clients by Adam F. Streisand and John Mazziotta, MD PHD
- The Desirability and Enforceability of Arbitration Clauses in Trusts by John T. Rogers and Vivian Lee Thoreen
- 100% Valuation Discount, Zero Tax? Yes … Personal Goodwill by Lance S. Hall
- Authenticity and the Auction House by Joseph Francaviglia, Victoria Richardson and Leslie Wright
- Current Irs Focus in Estate & Gift Tax Audits by John W. Prokey and Robin Klomparens
- California Property Tax in Depth: Entity Planning Rules and Parent-child Transfers by Matthew Burke
- Recent California Case Law and Legislative Developments by Patrick A. Kohlman and Robert E. Temmerman