Keep up on all of our recent firm news and developments, including thought leadership and honors, as well as events and newsletters.
On May 5, 2021, Eric Bergman served as a guest speaker during a virtual session on wealth planning and charitable giving hosted by Adat Shalom...
Read moreOn, March 1, 2021, Robert Strauss was the guest speaker at the CPA Business Managers monthly Zoom event. Topics covered included President Joe Biden’s estate...
Read moreRochelle Schultz’s presentation, “California Property Tax,” was given virtually to the California Society of Tax Consultants’ San Francisco Bay Chapter on February 3, 2021. The...
Read moreWe are proud to unveil our new image, including a new logo and website. Our “refresh” emanates from a desire to stay current in today’s...
Read moreJessica Babrick and Andrew Smith presented “The Estate Planners Mistakes Make That Put a Probate Litigator’s Kids Through College” to the Los Angeles Estate Planning...
Read moreEric Bergman presented “What Will Be Your Legacy” at Adat Shalom’s Ner Tamid Society on January 2, 2020....
Read moreJessica Babrick presented “The Pitfalls of Boilerplate in Estate Planning and the Resulting Litigation” to the San Fernando Valley Bar Association....
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Read moreBlake Rummel presented “Drafting PVP Reports: What You Need to Know” at the Judge Mary Thornton House on June 23, 2018. Blake discussed a variety of...
Read moreDiane Park presents “Final Accounting: Everything You Need to Know – Sample Accounting Review and Questions” and “Handling Distributions and Closing the Estate Without a...
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