Northern California Forum

Welcome to the Northern California Forum's web page. I look forward to seeing you at our next meeting. Please feel free to e-mail me with any questions that you might have about becoming more involved or joining our Forum.


-- Jeb Burton

jburton@lawburton.com

 


  Upcoming Northern California Events

Date: 9/12/2014
Time: 10:00am - 3:00pm
Price: $125 for WC members; $195 for non-members
Location: 

TBA

REGISTER HERE

Mark your calendars now for the Northern California Forum Meeting. On September 12, your local peers will join together to exchange ideas and best practices as they learn relevant CE.

This event is opened to WealthCounsel members and non-members, so please invite your friends to join us. We encourage you to reserve your spot online today for this special forum meeting. It's the perfect opportunity to meet your local peers and earn CLE credit through local education. Meeting details including topics and speakers will be announced soon.

We look forward to seeing you in San Francisco!
                  

Southern California Forum

MintzWelcome to the Southern California Forum's web page. I look forward to seeing you at our next meeting. Please feel free to e-mail me with any questions that you might have about becoming more involved or joining our Forum.


-- Jonathan A. Mintz, J.D.

JMintz@MVMLawyers.com
 


  Upcoming Southern California Events

Date: 6/20/2014
Time: 10:00am - 3:10pm

Price: $125 for WC members; $195 for non-members
Location: 

Pickwick Gardens Conference Center
1001 Riverside Drive
Burbank, California 91506

REGISTER HERE

Register now for the Southern California Forum Meeting. On June 20, your local peers will join together to exchange ideas and best practices as they learn relevant CE. The next meeting will focus on: 

The Clark v. Raemeker Decision: Highlighting the Significance & How It Affects Estate Planning Opportunities presented Carl R. Waldman, Esq. 

Property Tax Considerations in Estate Planning: Traps, Tips & Tricks, presented by Kenneth A. Ziskin, Esq.

As a result of Proposition 13 and inflation in real estate values, many Californians own real property which is assessed for property tax purposes far below current market value.  While real property will normally be reassessed after any “change in ownership,” compliance with numerous exclusions in the property tax law can prevent reassessment.  Proper navigation of available exclusions can save clients, or their heirs, hundreds of thousands in future property taxes and protect planners from potential liability. This session will provide:
  • A basic understanding of the reassessment exclusions that are important in estate planning transactions
  • Warnings about common estate planning strategies that can “trap” your client into avoidable reassessment
  • Guidance on how to maximize reassessment exclusions in estate planning transactions
  • Ideas for marketing property tax planning as a value added strategy for your clients
  • Resources you can use for detailed research into property tax reassessment issues.
Estate Planning for Blended Families Using WealthDocx presented by Jeff Sydney, Esq.

More and more Americans live in “blended” families.  With increased divorce rates and longer life expectancies, remarriage following death or divorce has become a regular occurrence in many peoples’ lives.  Marriages with “his and her” children, or even “his, hers, and our” children have become more and more common.  Yet, most estate plans are designed strictly for the traditional nuclear family, which can lead to serious problems and unexpected consequences after one of your clients becomes incapacitated or passes away.  This docucentric presentation discusses how to use the tools available in WealthDocx to ensure that the clients’ wishes are clearly designed and carried out, while minimizing conflicts of interest—and actual conflict—within the “blended” family.  The presentation will discuss the use of the joint pour over trust, a unique feature of Wealthdocx.  We will also go through portions of the Wealthdocx RLT interview in some detail with an emphasis on those areas in which the choices of answers and options for blended families may differ from those which might be used in planning for the traditional non-blended family.

Best Practices Roundtable

Come prepared to share 2 - 3 practice management tips and tricks that are working well in your practice. 

About the Speakers

Kenneth Ziskin has been practicing law since graduating from the USC Gould School of Law in 1972, where he was Order of the Coif and Executive Editor. Ken returned to USC in the early 1990s where, for three years, he served as an Adjunct Professor of Law. While he began his career as an income tax lawyer, Ken did not focus on estate planning until the mid-1990s. Ken holds both an AV-Preeminent rating from Martindale-Hubble, and a perfect 10 out of 10 from AVVO. He is a fellow of the Esperti-Peterson Institute and was one of the original participants in the National Study Group, a predecessor of WealthCounsel (to which he enthusiastically belongs). Ken is the author of numerous articles on estate planning, financial, tax and securities law matters which have appeared in such journals as TRUSTS & ESTATES, The Journal of the California State Bar Association, CONSPECTUS, The Tax Lawyer, The American Banker, The Southern California Law Review and the WIB Community Banker. Ken was also the strategist behind one of the largest reported Graegin transactions, obtaining a closing agreement from the IRS which saved his client approximately $166 million in estate taxes.

Jeff Sydney has been an attorney in California for more than 30 years. He is a Certified Specialist in Estate Planning, Trust and Probate Law Certified by the State Bars of California and Arizona. Jeff’s educational background includes a Juris Doctor (JD) degree from Stanford University Law School, a Master of Business Administration (MBA) degree from the University of Southern California, and a Bachelor of Arts (BA) degree from Columbia University. He is a member of WealthCounsel and the WealthCounsel Advisors Forum. Over the years, Jeff’s commitment to Estate Planning and Elder Law has been reinforced by the satisfaction of helping individuals and families successfully address these matters for themselves and their loved ones.
 
This event is opened to WealthCounsel members and non-members, so please invite your friends to join us. We encourage you to reserve your spot online today for this special half-day forum meeting. It's the perfect opportunity to meet your local peers and earn CLE credit through local education. Meeting details including topics and speakers will be announced soon.

We look forward to seeing you in Burbank!


 

 

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