Events

  • January 12, 2017: Neil Solarz and Michael Feispor present "End of the Life Option Act - The Right to Die" at the Beverly Hills Bar Association.
  • December 8, 2016: Neil Solarz presents "Who is the Fiduciary" and "Revocable Living Trusts" at the Estate Planning from A to Z seminar presented by the National Business Institute
  • November 18, 2016: Neil Solarz and Jeffrey P. Geida present "Raising Trusts from the Ashes: the Undead Trust" at the USC Trust and Estate Conference
  • September 22-December 15, 2016: Neil Solarz teaches Estate and Gift Taxation at UCLA Extension.
  • September 20-November 22, 2016: Robert E. Strauss teaches Advanced Estate Planning at UCLA Extension.
  • September 15 -16, 2016: Blake Rummel presents "Estate Litigation" at the CEB Basics Conference
  • August 11, 2016: Diane Park presents on "Trust Administration and Termination Basics" and "Closing the Estate" at the NBI Seminar on Estate Planning and Administration: The Complete Guide
  • June 21-September 6, 2016: Diane Park teaches Estate Planning at UCLA Extension
  • December 8-9, 2015: Neil Solarz presents "Grantor Trusts" at the National Business Institute: Trusts: The Ultimate Guide
  • November 25 & December 2, 2015: Martin Neumann presents "Developments in Charitable Giving and Estate Planning - Year End 2015" to the Jewish Community Foundation, Los Angeles
  • October 22, 2015: Blake Rummel presents "Nex Generation Estate Planning: Cryo-banked Genetic Material, What Happens After Death" at Donald L. Stone's Inn of St. Ives
  • October 15, 2015: Jeffrey Geida presents "Advisory Team for Family Offices and High Net Worth Families" at the Financial Planning Association of Los Angeles
  • August 25, 2015: Neil Solarz presents "Spouses' Elective Share vs. Second Probate" and "Post-Mortem Planning, Trust Administration and Tax Hurdles" at the National Business Institute: Probate Boot Camp
  • July 6, 2015: Martin Neumann and Jessica Babrick present "Preventing Trust Disasters: Advice to Avoid Common Trustee Mistakes" to the Business Managers Discussion Group
  • October 1, 2014: Jonathan Forster presents "Tax Planning: Passing Your Real Property Without it Being Reassessed" to the Comerica Wealth Management Group
  • October 1, 2014: Jeffrey Geida presents "Planning for the Family Residence" at the Tax Planning & Charitable Giving: 2014 Professional Advisor Speaker Series for the Jewish Community Foundation, Los Angeles
  • March 18, 2014: Blake Rummel presents "Advanced Planning to Increase Your Likelihood of Settlement Conference Success" to the Settlement Officer Training Program
  • January 8, 2014: Blake Rummel presents "Ethics and Estate Planning: Guidance for Your New Year" at the Woodland Hills Tax and Estate Planning Council, Inc.
  • December 13, 2013: Martin Neumann presents "Estate Planning 2013: For Better or For Worse" at Green Hasson Janks Annual Tax and Legislative Update
  • November 21, 2013: Robert Strauss presents at the LA Estate Counselor's Forum
  • October 22, 2013: Robert Strauss presents Estate Planning Prior to Your Deal to Provisors M&A Group.
  • August 20, 2013: Robert Strauss presents GRATs: Unconventional Uses for the Common GRAT at the Beverly Hills Bar Association Trusts and Estates Section luncheon
  • August 15, 2013: Robert Strauss discusses the Current State of Estate Planning at the 2013 IRS Valuation Summit
  • May 16, 2013: Robert Strauss presents Estate Planning Prior to Your Deal at YPO MAST seminar
  • December 4, 2012: "Creating the Organizational Structure Including the Legal Tax Considerations" presented by Robert Strauss at Pepperdine University 
  • November 30, 2012: "December 2012: The Black Friday of Estate Planning" presented by Martin Neumann at Green Hasson Janks Annual Tax and Legislative Update
  • August 8, 2012: "Wealth Transfer Strategies in Low-Interest Rate Environment" co-presented by Nhaman Phan Pelphrey for CalCPA: LA Estate Planning Committee.
  • July 17, 2012: Planning with Family Limited Partnerships in 2012 by Robert Strauss and Jeffrey Geida published in "Perspectives: Wealth Planning Group Newsletter" by Credit Suisse.