Past Events | Upcoming Events

Jul
19
Thu
Caregiver Economics – How to Protect Yourself as Well as Your Loved Ones @ The Southern California Institute
Jul 19 @ 2:30 pm – 4:00 pm

Caregiver Economics – How to Protect Yourself as Well as Your Loved Ones; presented by Scott Stewart, Esq. and Alexis Bastedo, Esq.

Estate planning used to just be about the avoidance of probate and estate taxes.  Now, though these are important topics, estate planning and trusts need to address the inevitable need for long-term care and possible mental disability/dementia.  Additionally, personal wealth can be wiped out upon the disability of either of the spouses if the trust and other assets are not properly planned for. Join Scott and Alexis as they review your options on how to pay for care, and more importantly, how to protect your estate, yourself, your loved ones, and your family relationships.

 

Jul
26
Thu
“Simply” Built to Partner – Partnering with Fiduciaries to Provide Policy Analytics @ The Southern California Institute
Jul 26 @ 2:30 pm – 4:00 pm

“Simply” Built to Partner – Partnering with Fiduciaries to Provide Policy Analytics; presented by Barry Waxler and Duwayne Kilbo, MBA, FLMI

Today’s financial landscape is more and more litigious. By partnering with estate attorneys and trust fiduciaries, we can not only change how life insurance is delivered but also help protect the fiduciary in the process. Life Insurance policies are an asset, but are not treated as such, until something goes wrong. The use of policy analytics provides answers before litigation rears its’ ugly head. Learn how to use social media to attract this burgeoning market.

Aug
1
Wed
Greater LA EPI Chapter Summer Mixer @ Napa Valley Grille
Aug 1 @ 6:00 pm – 8:30 pm

Date: Wednesday, August 1st, 2018

Time: 6 – 8:30 PM

Location: Napa Valley Grille | 1100 Glendon Ave Ste 100, Los Angeles, CA 90024

Parking: Valet at the front door, $6 up to 2 hrs with validation. $7.50 per car 2+ hours. Metered street parking & onsite parking garage(no garage validation)also available.

More information to follow.

Aug
2
Thu
Pre-empted for WealthCounsel/ElderCounsel Annual Symposium @ Loews Coronado
Aug 2 all-day

Pre-empted for WealthCounsel/ElderCounsel Annual Symposium
Symposium is an experience designed to equip estate planning and elder law attorneys with cutting edge tools, out-of-the-box ideas, and connections with the brightest minds in our industry—all so you can grow the practice of your dreams.

Visit https://www.wealthcounsel.com/estate-planning-conference for information or to register to attend.

August Community Insights – The Founders Group @ San Diego Marriot Del Mar
Aug 2 @ 9:30 am – 11:00 am

Community Insights are family round tables offered to estate, financial, business, real estate, as well long-term care planning clients.  ComIns are designed to introduce you to the various planning options that facilitate achieving their goals.  You will benefit from being included in programming that keeps you abreast of the various alternatives in today’s market place.

In the midst of running a thriving firm its tough enough just to keep up.  Community Insights provides simple tools and client friendly language to initiate consistent marketing and conversations with existing, past, and prospective clients.

This Month’s Topic:

The Four Questions Every Business Owner Should Clearly Know the Answers To; presented by Melisa Silverman, JD, CEPA, CEVA, SBA, CMEA and Steve Mancini, Esq.

Driving income or driving value is the choice that every business owner intentionally or unintentionally makes – whether they plan on keeping and growing the business or transitioning it to their family or a third party.  These four questions offer process and clarity: Where are you now? Where are you going? How will you get there? and What’s next?  Join Melisa and Steve as they reveal examples of the realities, ins and outs, and radical results from these simple questions.  Leave with a plan, process, and how to accomplish it.

 

August Community Insights – California Estate and Elder Law @ San Diego Marriot Del Mar
Aug 2 @ 3:30 pm – 5:00 pm

Community Insights are family round tables offered to estate, financial, business, real estate, as well long-term care planning clients.  ComIns are designed to introduce you to the various planning options that facilitate achieving their goals.  You will benefit from being included in programming that keeps you abreast of the various alternatives in today’s market place.

In the midst of running a thriving firm its tough enough just to keep up.  Community Insights provides simple tools and client friendly language to initiate consistent marketing and conversations with existing, past, and prospective clients.

This Month’s Topic:

Caregiver Economics – How to Protect Yourself as Well as Your Loved Ones; presented by Scott Stewart, Esq. and Alexis Bastedo, Esq.

Estate planning used to just be about the avoidance of probate and estate taxes.  Now, though these are important topics, estate planning and trusts need to address the inevitable need for long-term care and possible mental disability/dementia.  Additionally, personal wealth can be wiped out upon the disability of either of the spouses if the trust and other assets are not properly planned for. Join Scott and Alexis as they review your options on how to pay for care, and more importantly, how to protect your estate, yourself, your loved ones, and your family relationships.

Aug
9
Thu
August EPI LA Chapter Monthly Meeting @ Jewish Community Foundation
Aug 9 @ 7:30 am – 9:30 am

Going Bust: End of the Line or New Beginning?
Location: Jewish Community Foundation 6505 Wilshire Blvd., Los Angeles, CA
Date/Time: August 9, 2018 / 7:30 – 9:30 am
Summary:
When facing potential insolvency there are several options to consider. A panel of thought leaders will offer an in-depth discussion of bankruptcy alternatives, such as receiverships, general assignments, UCC foreclosure sales and out-of-court workouts to maximize shareholder value.

Learning Objectives
In this panel discussion, you will learn:

  • Why bankruptcy isn’t always the best option
  • Business considerations when selecting an alternative
  • General Overview of Alternatives
    • Assignment for the Benefit of Creditors
    • Receiverships
    • Article 9 Foreclosure
    • Out of Court Work Outs
  • Considerations when selecting an alternative
    • The advantages and disadvantages to each Alternative
    • Who controls the process
    • How each Alternative compares to bankruptcy

Learn some of the answers and approaches that the business owner can contemplate and choose from the best alternative to maximize any value in the business

Presenters: Jonathan J. Wernick, Vice President, Sherwood Partners, Inc. & Jim Felton, Managing Partner, Greenberg & Bass

Panelist Bios

Jonathan J. Wernick is a Vice president with Sherwood Partners, Inc., a financial advisory firm that focuses on restructuring and insolvency. He brings more than 20 years of strategic financial and operational experience servicing clients with forensic investigations, creditor negotiations, asset sales, litigation support, solvency analysis, financial restructuring, capital sourcing, and operational improvement.

Prior to joining Sherwood Partners, Mr. Wernick served as an interim CFO/Controller for public and private companies on behalf of ownership or equity sponsors. Jonathan has also held management roles at Trader Joe’s Company, Softline Software and Restaurant Associates, a Division of Compass Group. Jonathan started his career as a CPA with KPMG LLP where he focused on middle market compalnies in the distribution, manufacturing, healthcare and retail sectors.

Mr. Wernick holds an MBA from the University of Southern California, a BS in Accounting from Yeshiva University, and received a certificate in culinary arts. He is also a CPA (in-active) in California and New York, and a Certified Global Management Accountant

James R. Felton is Managing Partner of Greenberg & Bass LLP. Mr Felton practices in areas of business, commercial and real estate litigation, alternative dispute resolution, and insolvency-related matters. He routinely handles business dissolution matters, shareholder, partner and guarantor disputes, breach of contract matters, asset recovery issues, and collections related to structured settlement payments. Mr. Felton is also experienced in healthcare and administrative law, and appellate matters.

Mr. Felton was selected to Super Lawyers from 2009- 2016 for his work in the area of Business Litigation

 

The Five Stages of Business – Resulting in Business Success, Stability, and/or Transition @ The Southern California Institute
Aug 9 @ 2:30 pm – 4:00 pm

The Five Stages of Business – Resulting in Business Success, Stability, and/or Transition; presented by Joe Strazzeri, Esq. and Shelley Lightfoot, Executive Director

A certified valuation uses more than just EBIDTA and a multiple to derive value. For most businesses moving though the five stages of business is the greatest factor for increasing enterprise value and stability. The evolution of who is responsible for separate core functions, decreasing risk, increasing standardization of processes, and reporting is key. Melisa and Shelley will review EBIDTA/multiple/valuation and then share a method to facilitate team alignment and empowerment, refine the directions of the company, and lay the foundation to create efficient, targeted implementation plans for the business that increase the value and stability.

Aug
14
Tue
Advisor Insights @ Christ the King Church - Fireside Room
Aug 14 @ 12:00 pm – 1:30 pm

Advisor Insights are advisor round tables offered to estate, financial, business, real estate, long-term care planning advisors, as well as senior care providers. Advisor Insights are designed to introduce you to the various planning options that facilitate achieving your clients goals. You will benefit from being included in programming that keeps you abreast of the various alternatives in today’s marketplace.

California Estate and Elder Law and Foundation for Senior Care Invite you to attend:

Tuesday, June 12 from 12:00—1:30 PM
Why Most Estate Plans Fail – When the Diagnosis is Dementia
Tuesday, August 14 from 12:00—1:30 PM
The 3 Lies and 8 Mistakes of Medi-Cal and Elder Law Planning
Tuesday, October 9 from 12:00—1:30 PM
Getting Your Legal Affairs in Order in a Changed World – Pitfalls and Options

Lunch will be provided!
To Register please go to www.SCInstitute.org/FSCA or call 760-723-7570

Aug
16
Thu
Trustee Training: Rights and Responsibilities @ The Southern California Institute
Aug 16 @ 2:30 pm – 4:00 pm

Trustee Training: Rights and Responsibilities; presented by Steve Mancini, Esq. and Brooke Jensen, Esq.
A loved one has just passed away and now the successor trustee must serve as trustee of the living trust. Are they prepared to handle the myriad of questions regarding their rights and responsibilities, taxes, and investments in the different situations? Join Steve and Brooke for an overview of the legal and procedural requirements of trust administration to assist trustees and their advisors to properly discharge their duties and avoid personal liability while preserving the important family relationships. The discussion is also the perfect opportunity to review the terms of your trust for this inevitability.

Aug
18
Sat
Caregiver Coalition Conference – The 3 P’s of Caregiving for the Sandwich Generation @ St. Paul's Plaza - Mathes Community Center
Aug 18 @ 9:00 am – 1:00 pm

Are you providing care for a family member or friend? Are you concerned for the well being of a parent? This conference includes information for working caregivers about juggling your life between work, caregiving and other responsibilities

Join other family caregivers at this FREE event

9:00 – 9:30          Registration & Resource Fair

9:30 – 9:45          Welcome and Introductions

9:45 – 10:30 Juggling the Emotional Aspects of Caregiving; Maricela Gomez, Southern Caregiver Resource Center

10:30 – 11:00 Preparing a Safe Home: Fall Prevention and Safety Tips; Cindy Sawyer, Southwest Lifeline

11:00 – 11:15 Break, Resource Fair

11:15 – 11:45 Understanding the Various Care Options; Dana Girard, ElderHelp

11:45 – 12:15 Lunch & Resource Fair

12:15 – 12:45 Essential Documents and How to Pay for Care; Scott Stewart, Esq., California Estate and Elder Law

12:45 – 1:00 Closing, Resource Fair

 

 

 

 

Aug
23
Thu
Help Your Clients Protect Their Business From the Unexpected @ The Southern California Institute
Aug 23 @ 2:30 pm – 4:00 pm

Help Your Clients Protect Their Business From the Unexpected; presented by Monica Szakos Cramer, Vice President and Zaira Espinoza, Financial Advisor

Whether your clients have a large company or a small family-operated business, the profitability of any business is contingent upon intelligent strategy and planning. Protect your book of business by helping your clients maintain a sucessful and strong business. Understand about strategies to help ensure that all the efforts and money invested in a business will not disappear when the unexpected happens. Through these strategies you and your clients can be protected from:
• Unintended or unwelcome transfers of ownership;
• Heirs being stuck with an inheritance they cannot use;
• Unsecured funding of the transfer of ownership of the business; and
• Potentially lengthy probate courts and lawsuits against the business.

Aug
30
Thu
Pre-empted for Strazzeri Mancini LLP, California Estate and Elder Law, and Southern California Institute Team Building Event
Aug 30 @ 12:00 pm – 5:00 pm

Pre-empted for Strazzeri Mancini LLP, California Estate and Elder Law, and Southern California Institute Team Building Event

Every 5th Thursday, the Strazzeri Mancini LLP, California Estate and Elder Law, and Southern California Institute Teams close the offices early to enjoy an afternoon of fun team building activities.

Sep
6
Thu
September Community Insights – The Founders Group @ San Diego Marriot La Jolla
Sep 6 @ 9:30 am – 11:00 am

Community Insights are family round tables offered to estate, financial, business, real estate, as well long-term care planning clients.  ComIns are designed to introduce you to the various planning options that facilitate achieving their goals.  You will benefit from being included in programming that keeps you abreast of the various alternatives in today’s market place.

In the midst of running a thriving firm its tough enough just to keep up.  Community Insights provides simple tools and client friendly language to initiate consistent marketing and conversations with existing, past, and prospective clients.

This Month’s Topic:

The Five Stages of Business – Resulting in Business Success, Stability, and/or Transition; presented by Melisa Silverman, JD, CEPA, CEVA, SBA, CMEA and Shelley Lightfoot, Partner

A certified valuation uses more than just EBIDTA and a multiple to derive value.  For most businesses moving though the five stages of business is the greatest factor for increasing enterprise value and stability.  The evolution of who is responsible for separate core functions, decreasing risk, increasing standardization of processes, and reporting is key.  Melisa and Shelley will review EBIDTA/multiple/valuation and then share a method to facilitate team alignment and empowerment, refine the directions of the company, and lay the foundation to create efficient, targeted implementation plans for the business that increase the value and stability.

 

The 4 Questions Every Business Owner Should Know the Answers To @ The Southern California Institute
Sep 6 @ 2:30 pm – 4:00 pm

The 4 Questions Every Business Owner Should Know the Answers To; presented by Melisa Silverman JD, CEPA, CEVA, SBA, CMEA and Steve Mancini, Esq.

Driving income or driving value is the choice that every business owner intentionally or unintentionally makes – whether they plan on keeping and growing the business or transitioning it to their family or a third party. These four questions offer process and clarity: Where are you now? Where are you going? How will you get there? and What’s next? Join Melisa and Steve as they reveal examples of the realities, ins and outs, and radical results from these simple questions. Leave with a plan, process, and how to accomplish it.

September Community Insights – California Estate and Elder Law @ San Diego Marriot La Jolla
Sep 6 @ 3:30 pm – 5:00 pm

Community Insights are family round tables offered to estate, financial, business, real estate, as well long-term care planning clients.  ComIns are designed to introduce you to the various planning options that facilitate achieving their goals.  You will benefit from being included in programming that keeps you abreast of the various alternatives in today’s market place.

In the midst of running a thriving firm its tough enough just to keep up.  Community Insights provides simple tools and client friendly language to initiate consistent marketing and conversations with existing, past, and prospective clients.

This Month’s Topic:

Trustee Training:  Rights and Responsibilities; presented by Steve Mancini, Esq. and Brooke Jensen, Esq.

A loved one has just passed away and now the successor trustee must serve as trustee of the living trust. Are they prepared to handle the myriad of questions regarding their rights and responsibilities, taxes, and investments in the different situations?  Join Steve and Brooke for an overview of the legal and procedural requirements of trust administration to assist trustees and their advisors to properly discharge their duties and avoid personal liability while preserving the important family relationships.  The discussion is also the perfect opportunity to review the terms of your trust for this inevitability.

 

Sep
11
Tue
Community Insights @ Christ the King Church - Fireside Room
Sep 11 @ 12:00 pm – 1:30 pm

Community Insights are family round tables offered to estate, financial, business, real estate as well as long- term care planning clients. ComIns are designed to introduce you to the various planning options that facilitate achieving your goals. You will benefit from being included in programming that keeps you abreast of the various alternatives in today’s marketplace.

California Estate and Elder Law and Foundation for Senior Care Invite you to attend:

Tuesday, July 10 from 12:00—1:30 PM
Why Most Estate Plans Fail – When the Diagnosis is Dementia
Tuesday, September 11 from 12:00—1:30 PM
The 3 Lies and 8 Mistakes of Medi-Cal and Elder Law Planning
Tuesday, November 13 from 12:00—1:30 PM
Getting Your Legal Affairs in Order in a Changed World – Pitfalls and Options

Lunch will be provided!
To Register please go to www.SCInstitute.org/FSCC or call 760-723-7570

Sep
13
Thu
September EPI LA Chapter Monthly Meeting @ Jewish Community Foundation
Sep 13 @ 7:30 am – 9:30 am

Winning the Deal! Power Negotiating Strategies II: A Case Study
Location: Jewish Community Foundation 6505 Wilshire Blvd., Los Angeles, CA
Date/Time: September 13, 2018 / 7:30 – 9:30 am
Summary:
Negotiating is a skill utilized by everyone in all aspects of their lives. For many business owners most of their wealth is tied up in their business. For this reason, the sale of a business is a high stakes situation that needs to be carefully navigated by a masterful negotiator. In this session, advisors and business owners will learn practical techniques that can be learned, mastered and applied in a wide range of business situations through a multi-faceted case study.

Learning Objectives
In this panel discussion, you will learn:

  • Win-win negotiations – what is it and how to employ it
  • Pre-negotiation preparation
  • Active listening skills
  • Setting the framework for an optimal outcome
  • Dealing with difficult negotiators
  • Overcoming objections

Presenters: Selwyn Gerber, CPA, Gerber & Co Inc.

Panelist Bio

Selwyn Gerber, a CPA, Personal Financial Planner and Economist founded Gerber & Co Inc., a mid-sized local full service accounting firm with a broad range of clients. The firm includes accounting services, a Family Office and a Business Management Unit, which provides comprehensive outsourced CFO services to affluent families and to entertainment celebrities. Mr. Gerber has been involved in a multiplicity of negotiations covering real estate, acquisitions and sales of businesses, personnel issues and in the representation of affluent clients. He has taught Power Negotiating around the globe to businesses, non-profits and at Universities. And, Mr. Gerber founded RVW Investing, LLC in 2007 – a wealth management firm managing portfolio for affluent individuals, trusts and pension funds.

Selwyn Gerber did his undergraduate and post-graduate training in South Africa. He emigrated in 1977 and has worked for the Big CPA Firms both in South Africa and in the USA prior to forming Gerber & Co Inc. He holds numerous leadership positions in a diverse group of philanthropies.

Congratulations! You’re 65 – Now What? Medicare Secrets Your Clients Need to Know in Time for Open Enrollment and Other Caregive Economics @ The Southern California Institute
Sep 13 @ 2:30 pm – 4:00 pm

Congratulations! You’re 65 – Now What? Medicare Secrets Your Clients Need to Know in Time for Open Enrollment and Other Caregive Economics; presented by Diane Gaswirth and Alexis Bastedo, Esq.

The Medicare-eligible population is expanding exponentially as baby boomers age into the program at a rate of 11,000 every day. Some will need acute care (short-term), others will need long-term care, and many will need both. Diane will share the A, B, C’s and D’s of Medicare, eligibility criteria, timelines associated with enrolling to avoid financial penalties and the differences between Medicare Supplement and Medicare Advantage plans. Leave prepared for the upcoming Open Enrollment Period and the changes coming in 2019. Alexis will review options on how to pay for care not covered by Medicare, and more importantly, how you can help your client’s protect their estate, themselves, their loved ones, and their family relationships.

Sep
20
Thu
The Democratization of Real Estate – It’s Not Just for Institutional Investors Anymore @ The Southern California Institute
Sep 20 @ 2:30 pm – 4:00 pm

The Democratization of Real Estate – It’s Not Just for Institutional Investors Anymore; presented by Maureeen Verduyn, CFP, EA, M.Ed. and John Grady, SVP, Cantor Fitzgerald

Real estate can be one of the most effective investment vehicles out there when it comes to generating recurring, passive tax-favored cash flow along with the potential upside when property values increase. The largest institutional real estate companies have traditionally been all but inaccessible to retail clients and until recently, other than through REITs, the average investor had little chance of participating in these large commercial opportunities. That is now changing – fast forward to today, sponsors and syndications have changed dramatically. Join Maureen and John to understand how advisors can provide the same quality real estate investments to their retail clients that were previously accessible to only pensions and endowments.