If you previously registered for the 46th Annual Trust and Estate Conference live broadcast on November 13, Videos On Demand are included with your registration and and can be viewed by logging in to the EventHub.

November 13, 2020

Join the conversation #USCTRUST

The Essential Day-Long Conference for Trust, Estate Planning, Probate, and Elder Law Professionals

  • Keynote Presentation: Bending the Arc of History with Terrence Franklin
  • Practical Topics: Annual Updates, Trustee and Beneficiary Harmony, Anti-SLAPP, Divorce, Stretching Retirement Savings, and Sub-Trust Allocations
  • CE Credit: MCLE, Legal Specialization, CPE, CFP, PFB, and CTFA (Pending)
  • Network & Win: Join the Conference Networking Event for a Chance to Win Raffle Prizes or a Free Pass to Next Year's Conference
Commercial Loan presents: Loans to Irrevocable Trusts and Estates for Prop 58
JAMS presents: Developments in the Use of ADR to Resolve Trusts and Estate Matters
Manufacturers Bank presents: Banking From the Basement: Staying Safe and Secure
Signature Resolution presents: Preparing Your Probate and Trust Clients for Mediations on Zoom
The Sanborn Team presents: Should You Sell Real Estate During the Pandemic?
Wells Fargo presents: Estate Settlement in the Time of COVID and 2021 Tax Planning Strategies Under a New Administration

Sponsors

Speakers

Sharholder
Weinstock Manion, A Law Corporation
Beth Acevedo applies a broad background in estate planning, estate and trust administration and tax ...(read more)
Partner
Withersworldwide
Elizabeth is a partner in the private client and tax team. She focuses her efforts on estate plan...(read more)
Partner
Rodriguez, Horii, Choi & Cafferata LLP
Mr. Cafferata's practice is concentrated in the area of non-profit, tax, estate and trust law. He h...(read more)
Attorney at Law
Jeffrey A. Dennis-Strathmeyer ("Jeff Strathmeyer" or simply "Jeff") is a Pleasant Hill, California a...(read more)
Partner
Sacks, Glazier, Franklin & Lodise LLP
Terrence M. Franklin is a seasoned attorney with nearly three decades of experience handling trust a...(read more)
Founding Member
Hoffman, Sabban & Watenmaker
Paul Gordon Hoffman is a founding member of the Firm. He practices in the areas of tax, estate plan...(read more)
Retired from Private Practice of Law
DAVID LANE is retired from the private practice of law. His practice emphasized estate planning and ...(read more)
Partner
Sacks Glazier Franklin & Lodise
Margaret G. “Meg” Lodise graduated cum laude from Pomona College in 1985. She received her law degr...(read more)
Principal
Moore, Bryan, Schroff & Inoue LLP
Christopher Moore is a principal of Moore, Bryan, Schroff & Inoue LLP. He is a contributing author t...(read more)
Member; Lecturer in Law, USC Gould School of Law;
Hoffman, Sabban & Watenmaker
Erin L. Prouty is a member (partner) of the Los Angeles law firm of Hoffman, Sabban & Watenmaker, lo...(read more)
Partner
Greines, Martin, Stein & Richland LLP
Alana is certified by The State Bar of California as an appellate specialist. She is a go-to lawyer...(read more)
Senior Director
BNY Mellon Wealth Management
Grace is a Senior Client Strategist who works with a clientele of advisors and ultra high net worth ...(read more)