* California Estate Planning Bundle *

Audio program! (check our CLE Programs page for live versions)

Just getting into Estate Planning? Need to brush up on your Estate Planning skills?

Then you need our Trusts and Estates seminar audio package bundle. This bundle includes two of our top Estate Planning programs:

(Please click on the program links below to learn the details about each individual seminar)

Trusts & Estates 101: Trusts & Estates from Start to Finish (CA) (2019)

Professional Fiduciaries: The Nuts and Bolts (CA) (2018)

COMPREHENSIVE ESTATE PLANNING PROGRAM: The Top 10 Things you Need to know about Wills, Trusts and Probate, and more (CA) (2013)

 

This bundle is valued at $1275 but is now available for $795!

Save $480 off the price of ordering each program separately. Don’t wait, this deal won’t last forever!

 

Note: The 2019 Trusts & Estates 101 audio package will be available 2-3 weeks after the live seminar on March 14th.

 

Do you want to improve your public speaking skills? Get Faith Pincus’ newly published book Being Heard: Presentation Skills for Attorneys, from the ABA now (ABA members receive 10% off). It is also available on Amazon in Kindle and paperback versions.

What You Will Learn

Comprehensive Estate Planning Program Topics:

Top 10 Things that Happen In Absence of an (Appropriate) Estate Plan (1 hour)

  1. Conservatorship
  2. Fiduciaries
  3. Beneficiary designations
  4. Transfers by operation of law
  5. Probate
  6. Small probate
  7. Spousal property petition
  8. Intestacy
  9. Portability
  10. Disclaimer

Top 10 Things to Know About Ancillary Documents (1 hour)

  1. POA – Statutory versus custom
  2. POA – Powers to amend and gift
  3. POA – immediately effective versus springing
  4. AHCD – Witness requirement
  5. AHCD – Multiple agents
  6. General Assignment versus “Schedule A”
  7. HIPAA – Compliance with statutory requirements
  8. Will – Guardianship nominations
  9. Will – non-provisions
  10. POA, Will and Trust – consistency of fiduciaries (limitation of corporate fiduciaries)

Top 10 Things to Know About Trusts (1 hour)

  1. Provisions concerning community property and separate property
  2. Common trust structures
  3. Formula clauses
  4. Personal effects
  5. Common distribution provisions
  6. Powers of appointment
  7. Fiduciary duties
  8. Incentive provisions
  9. No contest clauses
  10. Funding trusts (Steps to take)

Top 10 Things to Know About Advanced Estate Planning (2 hours)

  1. Planning primarily for asset protection
  2. Selecting assets to gift
  3. Concerns about gifting
  4. Basic gifting
  5. Non-trust gifting to minors
  6. Sales and promissory notes
  7. Common strategies involving trusts
  8. Dynasty trusts
  9. Trust protectors
  10. Charitable giving

Top 10 Things Planners Need to Know About Litigation (1 hour)

  1. Be aware of the context in which probate litigation will likely arise
  2. Avoid conflicts of interest
  3. Capacity concerns
  4. Administrative cost/complexity
  5. Failure to communicate/miscommunication during administration process
  6. Failure to com ply with instrument or code
    • Notice requirements
    • Fiduciary dutie s
  7. Estate Plan Changes – Amendments versus Amending and Restating
  8. Spendthrift clauses
  9. Waivers and exoneration
  10. Stale trusts (when subtrusts do not get funded)

Professional Fiduciaries: The Nuts and Bolts 

Basic Outline of Matters

  • Conservatorship
  • Guardianship
  • Probate
  • Trust Administration/ Litigation
    • Special Needs Trusts
    • Power of Attorney

Accounting and Asset Management

Investment Standards and Rules

Employing Caregivers 

Professional Fiduciaries Code of Ethics – Title 16, Division 41, Article 4, California Code of Regulations

Protecting Yourself from Liability

    • Petition for Instructions
    • NPA
    • Insurance

Neutrality and Role of the Professional Fiduciary 

    • Communications with outside parties
    • Dealing with difficult clients
    • Interacting with PVP attorneys and other parties
    • Courtroom Do’s and Don’ts

Establishing and Growing a Fiduciary Practice

    • Forms and formats
    • Internal systems
    • Choosing the right clients and how to evaluate cases
    • Choosing the right representation
    • When to get out of a matter

Billing and Petitions for Fees

Trusts & Estates 101: Trusts & Estates from Start to Finish Topics:

Intitial Interview – Ethical Considerations

  • Identify clients
  • Conflicts of interest
  • Capacity concerns
  • Expectations

Wills

  • Independent vs. pour over
  • Guardianship provisions
  • Miscellaneous provisions
  • Execution requirements

Trusts

  • Community property vs. separate property
  • Personal Effects
  • Revocable vs. irrevocable
    • ILITs
    • Dynasty trusts
  • Common revocable trust structures
    • “A” Trust Plan (Survivor’s Trust)
    • “A” Trust Plan with Disclaimer (Survivor’s Trust with Disclaimer Trust)
    • “AB” Trust Plan (Bypass Trust; Survivor’s Trust)
    • “ABC” Trust Plan (Bypass Trust; Marital Trust; Survivor’s Trust)
    • Clayton QTIPS
  • Formula Clauses
    • Pecuniary formula
    • Fractional interest
    • Post-mortem appreciation/depreciation
    • Income tax issues
    • Marital
  • Common distribution provisions
  • Powers of appointment
  • Incentive provisions
  • No contest clauses

Fiduciaries

  • Types
  • Duties
  • Consistency of fiduciaries
  • Other considerations
  • Fiduciary duties of trustees
    • Reporting requirements
    • Waivers and exoneration

Powers of Attorney

  • Immediate vs. springing
  • Statutory vs. custom
  • Powers to amend, revoke and gift

Advance Health Care Directives

  • Statutory vs. custom
  • Signature requirements
  • Multiple agents
  • HIPAA/CMIA – compliance with statutory requirements

Funding Documents

  • Assignments
  • Certifications
  • Deeds
  • Funding letters
  • LLCs, partnerships
  • Stale trusts

Common Controversies and Litigation

  • Fiduciary liability
  • Accountings
  • Contests
  • Attorney liability

Testimonials

Comprehensive Estate Planning Program Testimonials:

“More than satisfied – I feel I learned more than expected.” Kelly McGrane-Irwin, Esq.

“Very qualified and knowledgeable presenters!” Stanley Southwick, Esq.

“Great speakers!”

“I always like hearing examples from their practices.”

Professional Fiduciaries: The Nuts and Bolts

“Seminar was excellent; among the best that I have attended in my career.” – Jeff Moore, CLPF

“Very good overview and practical application of the practice.“ – Camille Boursiquot, CLPF

“As a nuts and bolts presentation, this was very, very good. “ – Lisa MacCarley, Esq.

“All good topics.” – Sam Thomas, Professional Fiduciary

“Very well done – thanks!” – Arthur Brown, Esq.

“This meeting helped me to understand the basics of being a fiduciary.” – Jacob Averett

“I learned a lot on all of the topics presented. Panel was excellent. The opportunity to hear from a sitting judge was excellent. Seminar was excellent. Among the best that I have attended in my career (formerly banking now fiduciary).”

“Speaker Judge Stratton gave me a lot of insight. I liked all the speakers and the topics.”

Trusts & Estates 101 Testimonials (from our 2014 program):

“Excellent!” – Mark Allen Wilson, Esq.

“Good overview of estate planning nuts and bolts.”

“Outstanding.”

“Excellent seminar for attorneys brancing out into this area of estate planning.”

“Excellent presentation.”

Faculty

Comprehensive Estate Planning Program Faculty:

Joelle M. Drucker, Esq.
Principal Shareholder
Drucker Law Offices, APC

Joelle M. Drucker is the principal shareholder of Drucker Law Offices where she advises individuals, companies and charitable organizations about all aspects of tax and estate planning, the administration of trusts and estates, and controversies concerning trusts and estates.

Prior to opening Drucker Law Offices, Joelle practiced exclusively in the trusts and estates area for nearly two decades at the national and international firms Greenberg Traurig, LLP, Mitchell, Silberberg & Knupp LLP and Sheppard, Mullin, Richter and Hampton, LLP. She was also an integral member of the prominent trusts and estates practices at Hoffman, Sabban & Watenmaker, APC, and Ervin, Cohen & Jessup, LLP.

Joelle is a graduate of the University of San Francisco School of Law, Juris Doctor (J.D.), cum laude, and New York University School of Law, Masters of Law (LL.M.) in Taxation.


Abby L.T. Feinman, Esq.
Partner
Katten Muchin Rosenman LLP

Abby L.T. Feinman is head of the Los Angeles Trusts and Estates Practice. Ms. Feinman’s broad and dynamic national practice centers around private client matters focusing on sophisticated tax planning for individuals, charitable planning, post-death administration and controversies concerning trusts and estates. Her clients include wealthy individuals, families with bicoastal and global connections, real estate entrepreneurs, business owners, art collectors, corporate fiduciaries, individual fiduciaries, individuals with family members having special needs and private foundations.

Ms. Feinman is active in the community and devotes significant time to Cedars Sinai Medical Center, where she serves as a member of the Executive Cabinet to the Board of Governors and chairs the Young Governors section of the Board. She also serves on the Board of Trustees for the Jewish Community Foundation in Los Angeles.

Ms. Feinman has been selected for inclusion in Southern California Super Lawyers for Estate Planning and Trusts (2006–2013), and named to The Best Lawyers in America (2010–2013).

Ms. Feinman is a frequent lecturer on various topics, including tax planning opportunities using private annuity sales, supercharging QPRTs, and tax and transfer planning for art collectors. She has given speeches and educational seminars at and for international conferences, family office events, estate planning councils, banking institutions, trust offices, the California State Bar Association, museums and the LA Art Show.

Ms. Feinman earned her undergraduate degree (BS) from The Wharton School, University of Pennsylvania, and her law degree (JD) from Northwestern University School of Law. She is licensed to practice in California, New York, Connecticut and Florida.


Christopher B. Johnson, Esq.
Attorney at Law
Law Offices of Christopher B. Johnson

Christopher B. Johnson focuses his practice on the areas of trusts, wills, estate planning, probate and trust litigation and elder law.  He is based in Pasadena and is of counsel to the Skapik Law Group in Chino Hills. 

He is a 1994 graduate of Pepperdine University School of Law in Malibu, California. He was a Dean’s Scholar, and an extern at the legal department of Toyota Motor Sales, U.S.A., and for the Honorable Barry Russell, Judge of the U.S. Bankruptcy Court and Bankruptcy Appellate Panel. He graduated with a Bachelor of Arts in Communications from Wheaton College in 1991. He is admitted to practice in all California state courts and the United States District Court, Central District.

Prior to establishing his own practice, he was a Senior Vice President and Senior Trust Officer with U.S. Trust, serving Southern California high net worth and ultra high net worth families in their wealth transfer planning and with trust services. Before U.S. Trust, he was a founding member of the Arroyo Law Group, Russakow | Ryan | Johnson, and his own estate planning and probate practice in Pasadena, as well as a civil litigation lawyer for the Law Office of Errol Berk in Ventura. He has appeared on NBC-TV news and radio programs to discuss estate planning and probate issues and is a frequent speaker to attorneys and community groups, and has just been named to MyLawCLE’s advisory board. He is a member of the Trusts & Estates sections of the Los Angeles County and Pasadena Bar Associations, the City of Hope Music and Entertainment Industry Committee and the board of the Cancer Support Community – Pasadena.

He is also the proud father of two sons and enjoys biking, tennis, traveling and architecture appreciation in his spare time.  He is a Southern California native, having grown up in Arcadia and Palm Springs, and is the third generation of his family to work in estate planning.


Willow A. McJilton, Esq.
Certified Specialist in Estate Planning, Trust and Probate Law, State Bar of CA Board of Legal Specialization
Willow A. Mc Jilton, APC

Willow is a Certified Legal Specialist in Estate Planning, Trust & Probate Law, certified by the California Board of Legal Specialization, California State Bar.

Willow was born and raised in southern California. She graduated from UC Irvine in 1998 with a B.A. in Criminology, Law & Society, and a B.A. in Psychology and Social Behavior. After working in the non-profit sector for two years, Willow moved to Los Angeles to attend UCLA School of Law.

Since graduating from UCLA in 2003, Willow has worked exclusively in the fields of estate planning and trust administration with two prestigious estate planning firms in Century City. Willow began her own estate planning firm in 2010.

Willow has been an instructor with UCLA Extension since 2007, teaching courses in estate planning. Willow served as a member of the Executive Committee of the Trusts & Estates Section of the Beverly Hills Bar Association (2004 – 2010) and Chair of such section (2009 – 2010).

Willow was featured as a "Rising Star" in 2009, 2010, 2011 and 2012 by Southern California’s Super Lawyers magazine.


Kyle Neal, Esq.

Schwartz & Shapiro LLP

Kyle R. Neal has been practicing in the estate planning area for almost two decades.  A 1988 graduate of Boston College Law School and a graduate of Wellesley College, she made the choice to change from corporate law to estate planning law after several years, because people are far more interesting than corporations.

She is of counsel at Schwartz and Shapiro. 

Although Kyle has lived on the West Coast since 1988, she still considers Boston home and she is raising her children Red Sox.


Adam L. Streltzer, Esq.
Lead Litigation Counsel
Adam L. Streltzer, Attorney at Law

Adam L. Streltzer is the firm’s lead litigation counsel. Adam formerly practiced with the law firm of Weinstock, Manion, Reisman, Shore & Neumann, in Century City, where he was engaged in probate, trust, estate, and fiduciary litigation. He litigates issues concerning the rights, duties, responsibilities, money, and property of the deceased, incompetent, spendthrift, and bankrupt.

Adam is a member of the State Bar of California, Los Angeles County Bar Association, Beverly Hills Bar Association, and Commercial Law League of America. He is admitted to practice before all of the courts of the State of California, U.S. Court of Appeals for the Ninth Circuit, U.S. District Court for all federal court districts in California (Central, Northern, Southern, and Eastern), and the U.S. Tax Court. He is also a member of the Los Angeles County Superior Court’s Probate Volunteer Panel (PVP) program.

Adam was recognized as one of the top Southern California Super Lawyers 2013 repeating the accolade from 2012, 2011 and 2007. His professional services have been recognized in major news outlets, including the Orange County Register, Associated Press, and Los Angeles Daily Journal, as part of the litigation over the estate of one of the founders of the TapouT business empire.

Prior to joining the Weinstock firm, Adam was a partner with the law firm of Kamanski Streltzer, LLP, where he developed substantial experience in the fields of business litigation, creditor’s rights, and commercial collections, with a primary emphasis in judgment enforcement. Adam transitioned to the Weinstock firm after collaborating with the firm’s attorneys on several trust, estate and fiduciary matters falling outside of probate court jurisdiction.

Adam was also formerly an associate with the law firm Cantor & Weinshenk, where he represented banks, lenders and trade creditors in the state and federal court systems in business disputes, collections cases, and for the enforcement of creditors’ rights, and also provided general business advice to small to medium sized businesses.

Adam Streltzer obtained his J.D. in 1994 from the McGeorge School of Law, University of the Pacific with Honors at Entrance Award. Prior to law school, he obtained his B.A. in Applied Geography in 1991 from San Diego State University, along with a Certificate in Geographic Information Systems (GIS), and graduated ‘With Distinction’ and Dean’s List honors.


Professional Fiduciaries: The Nuts and Bolts Faculty:

Hon. Maria Stratton
Judge
Los Angeles County Superior Court

Judge Stratton received her BA magna cum laude from the University of Southern California and her law degree from Boalt Hall School of Law.  She served as a law clerk for the Honorable Harry Pregerson at both the U.S. District Court and U.S. Circuit Court. In 1981, Judge Stratton joined the Office of the Federal Public Defender in Los Angeles as a deputy federal public defender.  In 1985, she joined Talcott, Lightfoot, Vandevelde, Woehrle and Sadowsky, where she practiced civil and criminal litigation until 1993 when the Ninth Circuit Court of Appeals appointed her Federal Public Defender for the Central District of California.  In 2006 Governor Arnold Schwarzenegger appointed her to the Los Angeles County Superior Court.  Her assignments on the Superior Court have included misdemeanor trials, Proposition 36 court, drug court, preliminary hearings, limited and unlimited civil, probate, and mental health. From 2015 through 2016, she was Supervising Judge of the Probate and Mental Health Departments of the Superior Court and she is a former Assistant Supervising Judge of the Van Nuys branch of the court and of the court’s criminal division. She currently serves on the Judicial Council’s Probate Curriculum Committee and Probate and Mental Health Advisory Committee.     

In 2016, Judge Stratton received the Ernestine Stalhut Award, the highest award given by Women Lawyers Association of Los Angeles, for her outstanding character, dedication to service and significant contributions to the cause of justice.  In 2005 and 2004, the Los Angeles Daily Journal named Judge Stratton among the "Top 75 Women Litigators" and “Top 50 Women Litigators,” respectively. In 2003 she received the Morton Herbert Service Award from the Criminal Courts Bar Association in Los Angeles. She was also named 2001 Defense Attorney of the Year by the Los Angeles County Bar Association’s Criminal Justice Section and is a recipient of the State Bar Commendation for Delivery of Pro Bono Services and Wiley W. Manual Award for Pro Bono Legal Services. She is a founding member of the Los Angeles Criminal Justice American Inn of Court. 

Judge Stratton is married to former law school classmate, Stephen B. Sadowsky.  They have three children, Elena, Jacob, and Lily.  

 


Yevgeny L. Belous, Esq.

Nielsen & Rogers LLP

Yevgeny L. Belous was born in 1983 in Kiev, Ukraine. He is fluent in Russian. He graduated in 2005 from the University of California Santa Cruz, majoring in Economics and Business Management. Mr. Belous completed his J.D. from Thomas Cooley Law School in 2009, and was admitted to the State Bar of California in 2009. In Law school, he was a senior intern at the Sixty Plus Elder Law Clinic, which exposed him to a wide variety of legal issues facing the elderly. Since becoming an attorney, he has continued upon this path practicing exclusively in the areas of trusts and estates, conservatorships, guardianships, and probate litigation.


Norine Boehmer
Founder/CEO
Boehmer & Mills Professional Fiduciary Services, Inc.

Founded in 2007 by Norine Boehmer, Boehmer & Mills Fiduciary Services, Inc. has earned a reputation as one of the most respected firms in its field. Ms. Boehmer has been in the practice for over 20 years, serving as the President of the Professional Fiduciaries Association of California (PFAC) from 2011 to 2013. She is also a certified mediator through the Los Angeles County Bar Association. She has been an outstanding advocate and backer of legislation aimed at improving the fiduciary profession and standards in California. She introduced AB1339, a consumer bill that would allow family members and interested parties to anticipate costs of conservatorships for their loved ones.

With a background in tax preparation and bookkeeping, Ms. Boehmer has particular skills in recognizing issues related to taxes regarding clients tax liabilities. A lifelong entrepreneur, Ms. Boehmer has owned and managed several businesses including retirement plan administration and consulting for 12 years.


Erin Fukuto
Certified Public Accountant
Raimondo Pettit Group

Erin Fukuto, Certified Public Accountant, heads Raimondo Pettit Group’s estate, gift, and trust services with offices in Irvine and Torrance. She specializes in income tax and estate planning with an emphasis on minimizing taxes, increasing corporate profits and individual net worth, and helping not-for-profit organizations maintain their tax exempt status.

Erin has over 20 years of experience in public accounting providing tax compliance services and consulting for high net worth individuals, closely held businesses and not-for-profit organizations. Erin graduated from USC with a B.S. in Accounting and completed her Masters’ Degree at Golden Gate University. Along with being a board member on the Orange County Estate Planning Council, she is the former Chairman of Orange County/Long Beach Estate Planning Interest Group, Member of the CalCPA State Estate Planning Committee, and member of the Society of Trust and Estate Practitioners. Additionally, Erin is a founding member and officer of the Orange County Chapter of Advisors in Philanthropy and a member of the Professional Advisory Council for Children’s Hospital of Orange County. 


Samuel Ingham III, Esq.

Law Offices of Samuel D. Ingham III

Mr. Ingham is a State Bar Certified Specialist in Estate Planning, Trust and Probate Law and has practiced extensively in this field since being admitted to the California Bar in 1975. In addition, he has been trained and qualified as a mediator by the Los Angeles County Bar Association and the Los Angeles County Superior Court.

Mr. Ingham’s practice is primarily devoted to conservatorships and trusts, regularly representing banks and licensed professional fiduciaries as well as individuals. He has appeared in more than 700 court proceedings.

Mr. Ingham is a co-author of two leading practice books published by California Continuing Education of the Bar (CEB) and teaches regularly on issues involving trusts, estates and protective proceedings. He is presently serving his third term on the Executive Committee of the Trusts and Estates Section of the Los Angeles County Bar Association and is currently a member of its Court Liaison Subcommittee.

Mr. Ingham received his B.A. in Latin (summa cum laude) from the University of California, Irvine and his J.D. from the UCLA School of Law. His offices are in Downtown Los Angeles.


Aaron Jacobs, CLPF

Sentry Services

Aaron Jacobs is a California Licensed Professional Fiduciary and owner of Sentry Services.  Aaron founded his company in 2015 after working for some of the most experienced fiduciaries in Southern California.  Aaron specializes in assisting his clients as trustee, successor trustee, conservator, power of attorney, and guardian, as needed.

He has built his reputation in Pasadena and throughout the Southern California area through caring, discrete work with families in need of a trusted agent to act on their behalf.  Mr. Jacobs has handles the management of complex estates as an administrator.  He provides his clients and their beneficiaries with the comfort of knowing that a fair and transparent distribution of assets will take place.  He currently acts as trustee and successor trustee for many large private, court supervised, and special needs trusts.  In this role he prudently manages the assets and affairs of the trustor in accordance with their estate plans.  Additionally, Mr. Jacobs works with attorneys and the courts as a Conservator, both for the person and the estate.  

Mr. Jacobs speaks at events throughout Southern California, educating attorneys and affiliated professionals on the benefits of using a professional fiduciary in estate planning.  Aaron Jacobs is the co-president of the Professional Fiduciaries Association of California’s San Gabriel Valley Chapter.  

Aaron holds degrees in business and economics from California State University, Los Angeles.  Prior to practicing in his chosen profession, Aaron spent nearly two decades running a successful manufacturing & import business.  Aaron holds certificates in Fiduciary Management for Trustees and Fiduciary Management for Conservators from California State University, Fullerton. 

 


David Kim, Esq.
Managing Partner
Wright Kim Douglas

David Kim, Managing Partner of Wright Kim Douglas, is an experienced litigator with an extensive business and real estate background, and handles exclusively probate and trust matters, both litigated and non-litigated.

Mr. Kim has successfully conducted several notable trials involving probate and trust disputes on behalf of Private Professional Fiduciaries and individuals.  He also counsels clients in all phases of trust administration, conservatorships and probate matters. 

Prior to practicing law, Mr. Kim’s background and experience was mainly in real estate finance, working for Comerica Bank, California Federal Bank, and the Irvine Company.  He has been an active licensed broker for more than 25 years and has transacted numerous investment properties throughout California.

Since graduating from law school, Mr. Kim has obtained over a decade of legal and management government experience.  His prior government experience included working at the Orange County District Attorney’s Office, and various Los Angeles County departments, including:  the District Attorney’s Office, Child Support Services (CSS), Department of Beaches & Harbor, Department of Children & Family Services, Office of Affirmative Action Compliance (OAAC), and Department of Human Resources (DHR).

During his tenure at the District Attorney’s office and CSS, Mr. Kim honed his trial skills by conducting numerous preliminary hearings, bench and jury trials.  Mr. Kim is comfortable in a courtroom and is an experienced passionate trial advocate.  During Mr. Kim’s last three years at Los Angeles County, he was the Risk Manager at the OAAC and DHR responsible for overseeing all aspects of Title VII (Federal) and FEHA (State) litigation involving a workforce of over 100,000 government employees within 37 County departments.  Mr. Kim was directly responsible for assessing numerous high risk claims against the County, working with the Board of Supervisors to reduce the County’s potential exposure.  Mr. Kim is experienced in assessing the strengths and weaknesses of claims, determining which ones should be settled and which claims should instead go to trial.

Mr. Kim serves on several non-profit boards, including as an Executive Board Member and Head of the Scholarship Committee at the California Association of Equal Rights Professionals, which is a collaboration of local, state and federal government agencies in furtherance of fostering equal rights and equal access to education and employment opportunities.  He is also a Board Member at the YMCA of the Foothills providing youth development, healthy living and social responsibility.  Lastly, Mr. Kim also serves on the Executive Committee at the National Advocates Top 100 Lawyers.

Mr. Kim received his Bachelor of Science from the University of Southern California, with an emphasis in Real Property and Development Finance and his Juris Doctorate from Western State University.  During law school, he received the American Jurisprudence Bancroft-Whitney Award for being top in his class for Legal Research and Writing.  Mr. Kim was also within the top 5% of his class for both Trial and Advanced Trial Practice. 

Mr. Kim is admitted and certified to practice before all courts in the State of California, the United States Federal District Court for the Central District, Washington D.C., and United States Tax Court.


Scott MacDonald
Senior Financial Advisor
Merrill Lynch, Pierce Fenner and Smith, Incorporated

Scott MacDonald is the founder and leader of the Special Needs Team at Merrill Lynch, a group of Financial Advisors and Client Associates dedicated to enhancing the long-term well-being of special-needs, disabled and elderly individuals. Scott joined Merrill Lynch in 1987 and has spent his entire career addressing the unique needs of society’s most vulnerable members.

Passionate about his work, Scott is a recognized authority on wealth planning and investment management for Special Needs Trusts and other court-supervised trusts, as well as probate investing for Conservatorships and Guardianships. He offers extensive knowledge of California Probate Code restrictions on investments, as well as the terms of the Uniform Prudent Investor Act. Scott facilitates close collaboration with attorneys, caregivers, trustees, fiduciaries, benefits counselors, and other professionals. A regular lecturer and media contributor, he is the author of numerous articles and publications related to special-needs and elder financial strategy.

 

Scott earned his B.S. in Finance and his B.A. in Economics with Honors from the California State University system. He is the recipient of the prestigious David Brady award, bestowed upon the Merrill Lynch employee who goes beyond expectations in his dedication to clients.


Jeffrey Marvan, Esq.

Marvan Law APC

Jeff Marvan has been practicing law in the State of California since 1999. After graduating from UC Davis, King Hall School of Law, he began his legal career as a public defender in Northern California. As a public defender, Jeff was in court everyday, arguing on behalf of his clients. He engaged in dozens of jury trials and hundreds of contested hearings. Jeff proved himself to be both a fearless advocate and a compassionate counselor. 

Through his experience as a public defender, Jeff developed a deep understanding of the California judicial system. He is at home in the courtroom and conveys a steady confidence and sincere demeanor to both judges and juries. Jeff’s experience in the adversarial court system is a valuable asset if and when cases become litigious.

Over the past three years, Jeff has continued to practice private criminal defense, but has also expanded his legal expertise to estate planning, trust/probate administration, trust/probate litigation, and conservatorship law. Jeff has proven himself to be a highly skilled estate planning attorney. His approach is patient, empathetic, and detail oriented, and he has helped his clients plan for an economically advantageous estate.

Jeff also has extensive experience helping clients navigate the complexities of being an administrator/trustee of a friend or family member’s estate. Clients have consistently commented on Jeff’s compassion and support during these emotionally trying times.

Jeff’s experience as a criminal defense litigator translates quite well into the probate/trust litigation sector. He has proven to be both an effective negotiator and, when necessary, a ferocious litigator to secure his clients’ interests.

Jeff is an active member of the State Bar of California, Los Angeles County Bar Association, Beverly Hills Bar Association, California Public Defenders Association, and LACBA Barristers Domestic Violence Project.


Lauriann Wright, Esq.
Partner
Wright Kim Douglas ALC

Lauriann Wright is an experienced probate litigator and estate planner located in Glendale California. For over 20 years, she has been practicing all phases of probate law and litigation, including conservatorships, guardianships, trusts, and probate estates, throughout Los Angeles, Orange and Riverside Counties. She has been named as a Southern California Super Lawyer in Trust and Estate Litigation for five consecutive years, from 2012 through 2016. For 2016, she will also be listed as one of "The Best Lawyers in America" in Litigation by Best Lawyers. She was recently named as a member of the National Advocates: Top 100 of Wills, Trust, and Estates Lawyers. 

Ms. Wright has conducted numerous contested probate bench trials, dozens of depositions, and written and argued several probate appeals. She has successfully represented professional fiduciaries in contested and protracted probate litigation proceedings in numerous multi-million dollar trusts and estates. She has also served as a fiduciary herself through court appointments as a receiver for real property, guardian ad litem, and trustee. Ms. Wright has worked with the Los Angeles County Sheriff’s Office on numerous financial elder abuse cases and has been able to successfully recover substantial assets for the elderly victims. She is also a member of the Los Angeles County Probate Volunteer Panel as well as the Trusts and Estates Sections of the State Bar and the Los Angeles County Bar. Ms. Wright has completed and continues to participate in substantial continuing legal education course work in specialized probate law topics.

Four key qualities make Ms. Wright an effective advocate for her clients: (1) a keen understanding of probate law and procedure, garnering the respect of her fellow attorneys and bench officers; (2) thoroughness and attention to detail; (3) expansive litigation experience from a concurrent business litigation practice; and (4) social intelligence and understanding of the emotionally charged nature of probate disputes.

In addition to her probate experience, Ms. Wright is also an experienced business litigator, knowledgeable in all phases of civil litigation, including jury and bench trials in both state and federal courts. Her practice focuses on business and probate litigation. She has briefed and argued cases in appellate matters, including the successful, published opinion in Soderberg v. McKinney, 44 Cal. App. 4th 1760, 52 Cal. Rptr. 2d 635 (1996) which reversed the law on real estate appraiser liability in California. Ms. Wright also consults and advises corporate clients on litigation, real estate, and business matters and drafts agreements. Through her business litigation experience, she has substantial knowledge in the areas of commercial finance, factoring, real estate, construction defect, intellectual property, and complex litigation.

Ms. Wright graduated from University of California, Hastings College of the Law in 1994 with her Juris Doctorate, including a semester of specialized coursework in international law completed at University of Leiden Law School, Leiden, the Netherlands. Ms. Wright was admitted to the California Bar in December 1994 and is admitted to practice in all the California state and federal trial and appellate courts.


 

Trust and Estates 101 Faculty:


Beti Tsai Bergman, Esq.

Peninsula Law

Beti Tsai Bergman is an attorney and counselor at law dedicated to serving her clients with judgment, courtesy, and diligence. She is an attorney, in good standing, licensed to practice law in the State of California. She was admitted to the CA State Bar in 1997.

Ms. Bergman is the principal shareholder of the law firm, Peninsula Law, A Professional Law Corporation, which specializes in probate, trusts, estates, conservatorships, and elder abuse. Ms.Bergman has extensive experience in representing conservators, trustees, and executors, as well as, heirs and beneficiaries in uncontested and contested trust and estate matters. Before specializing in probate, Ms. Bergman was a city attorney for Los Angeles and was a business litigator in private practice.

Ms. Bergman is certified by the California Board of Legal Specialization in estate planning, trust and probate law and has earned an Advocate Designation from the National Institute of Trial Advocacy.

Her speaking engagements include CEB live webcast on estate planning, panels discussing women in the law, mothers balancing career and family, starting your law practice, and preparing for advanced age healthcare and financial care.


Samuel Ingham III, Esq.

Law Offices of Samuel D. Ingham III

Mr. Ingham is a State Bar Certified Specialist in Estate Planning, Trust and Probate Law and has practiced extensively in this field since being admitted to the California Bar in 1975. In addition, he has been trained and qualified as a mediator by the Los Angeles County Bar Association and the Los Angeles County Superior Court.

Mr. Ingham’s practice is primarily devoted to conservatorships and trusts, regularly representing banks and licensed professional fiduciaries as well as individuals. He has appeared in more than 700 court proceedings.

Mr. Ingham is a co-author of two leading practice books published by California Continuing Education of the Bar (CEB) and teaches regularly on issues involving trusts, estates and protective proceedings. He is presently serving his third term on the Executive Committee of the Trusts and Estates Section of the Los Angeles County Bar Association and is currently a member of its Court Liaison Subcommittee.

Mr. Ingham received his B.A. in Latin (summa cum laude) from the University of California, Irvine and his J.D. from the UCLA School of Law. His offices are in Downtown Los Angeles.


David Rice, Esq.
Managing Partner & Founder, Certified Specialist in Taxation
The Law Office of David Lee Rice

Mr. Rice has been in private practice since November 1979 as a tax professional. Prior to law school, Mr. Rice worked for the accounting firm of Coopers & Lybrand. Mr. Rice is the sole proprietor of the law firm of David Lee Rice, APLC, rated AV by Martindale & Hubbell, and is one of Los Angeles Magazine’s Super Lawyers for 2006-2015. Currently, Mr. Rice is in charge of the Tax Program at Cal Poly Pomona. Mr. Rice has taught on the Masters of Taxation Program at California State University at Northridge and Golden Gate University, as well as many courses at the University of West Los Angeles School of Law.

Mr. Rice is a Certified Specialist in Taxation with the State Bar of California and is also a Certified Elder Law Specialist in Elder Law.

Mr. Rice has published numerous articles, which have been published in the Tax Developments Journal, Journal of Tax Practice and Procedure, Journal of Taxation, the Estate Planning Journal, Practicing Law Institute, University of Southern California Tax Institute, UCLA Tax Institute, California Tax Lawyer, Los Angeles Lawyer, Association of Certified Family Law Specialists, the Daily Journal and Tax Notes.

He has drafted numerous papers for presentations to the IRS and Treasury concerning substantive changes to the Tax Code and the Treasury Regulations thereunder and has testified before the IRS, Department of Treasury, House Ways and Means Committee and Senate Finance Committee.

Mr. Rice has also lectured before the Internal Revenue Service, USC Tax Institute, Annual UCLA Tax Institute, American Bar Association, Annual Meeting of the California Tax Bar and California Tax Policy Conference, HELP, South Bay Bar Association, Beverly Hills Bar Association, Loyola Law School, California Society of CPAs, Orange County Society of CPAs, Estate Planning Counsels of Los Angeles, South Bay and San Fernando, Dean Whittier, Jewish Federation Council, Anti-Defamation League, Kaiser Permanente, Miller & Company, California State Bar Educational Institute, Annual California State Bar Meetings, the Los Angeles County Bar Association, COSMA, and before various Elder Care Groups sponsored with the Los Angeles County Bar Association in conjunction with the Los Angeles County Board of Supervisors.

Mr. Rice is the former Chair to the Individual and Family Income Tax Section of the American Bar Association, the State Bar Income Tax Committee, the Los Angeles County Bar Association Committee on Procedure and Litigation, and the State Bar Committee on Procedure and Litigation.

He is also the former Commissioner and Chair of the Board of Legal Specialization Committee of the State Bar on Taxation. He is the former Chair of the Tax Section of the Beverly Hills Bar Association, and the Executive Committee of the Los Angeles County Bar Association’s Tax Section. He is a member of the following additional associations: The Planning Committee for the UCLA Tax Institute, the Planning Committee for California State University Polytechnic Pomona Tax Institute, the National Academy of Elder Law Attorneys, the California Advocates for Nursing Home Reform, the Beverly Hills Bar Association, the Los Angeles County Bar Association, South Bay Bar Association and the South Bay Estate Planning Council. He is the former Director on the Board of Directors of the Fibromyalgia Treatment Center, the Wellness Center in Redondo Beach, CA, and Former Trustee of the Board of Trustees of the University of West Los Angeles Law School.


Edgar Saenz, Esq.

Law Office of Edgar Saenz

Edgar Saenz is a Los Angeles estate planning attorney and graduate of Stanford Law School.   He is a member of several bar trust and estate sections.  He serves on numerous community and professional boards, including past president of the Westchester Rotary Club (2013-2014) board member of the LAX Area Chamber of Commerce.  Edgar is rated AV by Martindale Hubbell.

Edgar has performed pro bono legal services for the Los Angeles Center for Law and Justice and other nonprofits. 

He has been a judge pro tem with the Los Angeles County Superior Court.


Lauriann Wright, Esq.
Partner
Wright Kim Douglas ALC

Lauriann Wright is an experienced probate litigator and estate planner located in Glendale California. For over 20 years, she has been practicing all phases of probate law and litigation, including conservatorships, guardianships, trusts, and probate estates, throughout Los Angeles, Orange and Riverside Counties. She has been named as a Southern California Super Lawyer in Trust and Estate Litigation for five consecutive years, from 2012 through 2016. For 2016, she will also be listed as one of "The Best Lawyers in America" in Litigation by Best Lawyers. She was recently named as a member of the National Advocates: Top 100 of Wills, Trust, and Estates Lawyers. 

Ms. Wright has conducted numerous contested probate bench trials, dozens of depositions, and written and argued several probate appeals. She has successfully represented professional fiduciaries in contested and protracted probate litigation proceedings in numerous multi-million dollar trusts and estates. She has also served as a fiduciary herself through court appointments as a receiver for real property, guardian ad litem, and trustee. Ms. Wright has worked with the Los Angeles County Sheriff’s Office on numerous financial elder abuse cases and has been able to successfully recover substantial assets for the elderly victims. She is also a member of the Los Angeles County Probate Volunteer Panel as well as the Trusts and Estates Sections of the State Bar and the Los Angeles County Bar. Ms. Wright has completed and continues to participate in substantial continuing legal education course work in specialized probate law topics.

Four key qualities make Ms. Wright an effective advocate for her clients: (1) a keen understanding of probate law and procedure, garnering the respect of her fellow attorneys and bench officers; (2) thoroughness and attention to detail; (3) expansive litigation experience from a concurrent business litigation practice; and (4) social intelligence and understanding of the emotionally charged nature of probate disputes.

In addition to her probate experience, Ms. Wright is also an experienced business litigator, knowledgeable in all phases of civil litigation, including jury and bench trials in both state and federal courts. Her practice focuses on business and probate litigation. She has briefed and argued cases in appellate matters, including the successful, published opinion in Soderberg v. McKinney, 44 Cal. App. 4th 1760, 52 Cal. Rptr. 2d 635 (1996) which reversed the law on real estate appraiser liability in California. Ms. Wright also consults and advises corporate clients on litigation, real estate, and business matters and drafts agreements. Through her business litigation experience, she has substantial knowledge in the areas of commercial finance, factoring, real estate, construction defect, intellectual property, and complex litigation.

Ms. Wright graduated from University of California, Hastings College of the Law in 1994 with her Juris Doctorate, including a semester of specialized coursework in international law completed at University of Leiden Law School, Leiden, the Netherlands. Ms. Wright was admitted to the California Bar in December 1994 and is admitted to practice in all the California state and federal trial and appellate courts.


Fees

Save $480!

Audio Recording and Materials Packages (two programs total): Download format$795

Audio Recording and Materials Packages (two programs total): CD format $795, plus $7.50 shipping and, in CA, sales tax.

(The total cost of purchasing each seminar separately, including taxes and shipping, would $1275!)

Note: The 2019 Trusts & Estates 101 audio recording will be available approximately 2-3 weeks after the live seminar on March 14th.

CLE Credit

 

CA General:  This program is approved for 12.5 units of general CLE in California.
CA Certified Legal Specialist:  This program is approved for 12.5 units of Certified Legal Specialist CLE in California in Estate Planning, Trust & Probate Law as follows:

  • 5.0 hrs Subfield B (Estate Planning), and 1.0 hrs Subfield E (Litigation Related to Other Categories).

This program is approved for CLE in the states listed above.  Upon request, Pincus Pro Ed will provide any information an attorney needs to support their application for CLE approval in other states other than what is listed above.

 

Terms and Policies

Recording policy: No audio or video recording of any program is permitted.

Seminar Cancellations: Should you be unable to attend for any reason, please inform us in writing no later than 14 days prior to the event and a credit voucher will be issued. If you prefer, a refund, less a $50 non-refundable deposit, will be issued. No refunds or credits will be given for cancellations received within 14 days of an event. However, if you notify us within 14 days of an event, and wish to convert your in-person attendance registration to an Audio CD package (with handout), we can do so. A small additional shipping charge, and sales tax in CA, will be incurred. No shipping charge is incurred for downloads. We will also issue a voucher for the amount paid if you notify us within 14 days and prefer not to have the audio recording.

Substitutions may be made at any time.

Webinars, Tele-seminars and Webcast Cancellations: Once log-in codes and passwords are issued for a webinar, tele-seminars or webcasts, a refund is not possible. If for any reason you cannot attend the event after you have received the codes, we will automatically convert your registration to an instant streaming/instant download or CD format and provide you with the information you need to access the recording after the program concludes and the recording is available.  Conversions to CD require a $7.50 shipping fee, and in CA, 9% sales tax.

Downloads/CDs/DVDs – Refund policy:

Downloads are non-returnable/non-refundable once purchased and received. Tapes, CDs and DVDs are returnable for a full refund or replacement if defective, within 90 days of purchase.

Reminder: The room temperature at hotels and other seminar locations are notoriously hard to control. Please bring a sweater or jacket in case it gets cold and/or layer as if you are going to the movies so you are comfortable.

$1,275.00 $795.00 each

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