NBI Live Seminar – Trusts: The Ultimate Guide @ Hampton Inn San Diego - Downtown
Aug 20 @ 9:00 am – Aug 21 @ 4:30 pm

Make the Best Use of Today’s Top Trusts

We’ve expanded on our top “Trusts 101” course to give you even more unique trusts structures, sample provisions language, and reasoning for which planning tools better suit specific client situations. Understand the key structures and uses of today’s top trusts and anticipate administration challenges and tax consequences. Register today!

  • Get an update on the current laws and tax regs governing the trusts practice.
  • Analyze all key factors in selecting the best trust option for each unique situation.
  • Learn when and how IRA trusts are used.
  • Define powers and duties of all trust parties to smooth implementation and prevent disputes.
  • Save drafting time with sample trust language.
  • Clarify who your client is to avoid conflicts of interest and other ethical violations.
  • Minimize your client’s tax burdens with effective use of defective trusts.
  • Get practical guidance for drafting unique, single purpose trusts for pets, ILITs, etc.

Who Should Attend

This basic level seminar is designed for professionals involved in drafting and administering trusts:

  • Attorneys
  • Accountants and CPAs
  • Trust Officers
  • Tax Managers
  • Wealth Managers
  • Financial Planners
  • Nursing Home Administrators
  • Paralegals

Course Content

  1. Key Parties, Terms, Legal Concepts
  2. Revocable vs. Irrevocable and Revocable to Irrevocable
  3. Living vs. Testamentary Trusts
  4. Marital/Disclaimer Trusts Post-ATRA
  5. Grantor Trusts
  6. Medicaid-Planning Trusts
  7. Special Needs Trusts
  8. Legal Ethics
  9. Asset Protection Trusts: Domestic and Offshore
  10. Charitable Trusts
  11. IRA Trusts
  12. Trust Decanting, Modification, Dissolution, and Constructive Trusts
  13. Tax Deduction with Trusts
  14. Other Trust Structures and Issues

Continuing Education Credit

Continuing Legal Education – CLE: 12.00 *

Financial Planners – Financial Planners: 14.00

International Association for Continuing Education Training – IACET: 1.20

National Association of State Boards of Accountancy – CPE for Accountants/NASBA: 14.00 *

Professional Achievement in Continuing Education – PACE: 14.00

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
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.

LA EPI Business Owner’s Forum 2018 @ Pacific Palms Resort
Oct 9 @ 7:00 am – 11:30 am
October EPI LA Chapter Monthly Meeting @ Jewish Community Foundation
Oct 11 @ 7:30 am – 9:30 am

Finding the Pot at the End of the Rainbow: Your Liquidity Event
Location: Jewish Community Foundation 6505 Wilshire Blvd., Los Angeles, CA
Date/Time: October 11, 2018 / 7:30 – 9:30 am
Hear from a Transactional Attorney and Investment Banker as they provide an overview of the state of the M&A Markets  oriented primarily to sales of privately held lower and middle market companies, including factors affecting these markets such as the economy, financing markets and tax changes. M&A transaction data for 2016 and 2017 will be presented.

The presenters will discuss trends in deal terms and common negotiating and closing issues in the context of a typical transaction structure from signing the letter intent through the closing.

Learning Objectives
In this panel discussion, you will learn:

  • Understanding the current state of the market for sales of middle market private companies
  • Learning of current trends and typical issues that affect deal terms and structures that might facilitate better seller preparation

Presenters: John O. Johnson, Managing Director and Founder of The Spartan Group, and Alan B. Spatz, shareholder of TroyGould PC.

Panelist Bios

John O. Johnson, The Spartan Group

John Johnson co-founded TSG and has over 25 years of Investment Banking experience covering public and private Technology, Industrial Growth and Business Services companies and completed over 300 transactions. Industry coverage has lead to Board memberships at SEMA and active engagement at ITSA. Prior to TSG, John was a Managing Director and co-founder of the West Coast Corporate Finance Group of Banc of America Securities.

John also co-founded General Finance Corporation, a public rental services company, as Chief Operating Officer in 2005 and led 14 acquisitions totaling nearly $400 million.

Alan B. Spatz; Troygould PC

Alan is a corporate lawyer with TroyGould PC in Century City. He advises public and private companies in mergers and acquisitions as well as private and public financings, strategic partnerships, licensing, employment contracts, marketing and distribution agreements and general corporate matters. He has represented numerous family owned and closely held businesses in their sale to financial buyers, such as private equity firms, and strategic corporate buyers.

Alan was a director of the Los Angeles Venture Association and is the immediate past President of that organization.

Since 1970, TroyGould has been a nationally and internationally recognized law firm for business. TroyGould’s corporate department has eleven shareholders averaging more than 25 years legal experience, and as a result the firm is one of the leading independent corporate law firms in Southern California. The attorneys in the corporate department have represented companies in several hundred M&A transactions, more than 100 SEC-registered public offerings and thousands of private placements. The firm’s contacts with investment bankers, financial institutions and other sources of capital are extensive, which are valuable to its clients looking to sell their business, acquire a business or raise capital.

In addition of corporate legal services, the firm has experienced a

November EPI LA Chapter Monthly Meeting @ Jewish Community Foundation
Nov 8 @ 7:30 am – 9:30 am

Death, Disability, Divorce and Termination: How will you and your business partner plan for the Unknown
Location: Jewish Community Foundation 6505 Wilshire Blvd., Los Angeles, CA
Date/Time: November 8, 2018 / 7:30 – 9:30 am
Summary:Written terms for the orderly transition of business ownership interests are needed to address such events as (but not limited to) an owner’s retirement, incapacity or death. The terms of the agreement are between or among the shareholders, members or other types of equity owners of a corporation, LLC or other entity.
The terms of the agreement can specify conditions under which and to whom, and at what price an owner, partner, shareholder, etc. can or must sell his or her interest in a business.
This presentation will cover the scope of reasons for needing a buy-sell agreement, how it assists with owners’ estate planning and how obligations to buy out another owner are funded. Two case studies will be used to provide examples of considerations that need to be applied to
how a buy-sell agreement is structured, how it is funded and how the agreement is executed.

Learning Objectives
In this panel discussion, you will learn:

  • Gain an overall understanding of when and why a business needs a buy-sell agreement
  • Learn key issues that are addressed in a buy-sell agreement and the triggering events it defines
  • Learn about techniques for cost effectively providing funding to buy out a fellow owner
  • Understand the consequences for a business and for the owners when no buy-sell agreement is in place

Presenters: Peter Fischer, M&A Attorney at Sklar Kirsh and Kathleen Adams, CFP, CFBS at Mass Mutual Financial Group. Heath Goldman will moderate the panel discussion.

Panelist Bios

Peter Fischer, Partner with Sklar Kirsh LLP
Peter R. Fischer is a partner with Sklar Kirsh LLP and a member of the Firm’s real estate and corporate practice groups. He is an experienced commercial real estate transactional attorney, whose clients include developers, operators, syndicators, private equity providers, investors and lenders. Peter’s practice involves all aspects of the real estate industry, including acquisitions, dispositions, equity investments, syndications, fund formation, development, joint ventures, leasing, and financing (including Fannie Mae, Freddie Mac and EB-5 transactions), and he
routinely works on transactions involving multi-family, assisted living, construction, industrial, office, and raw land, as well as mobile homes and self-storage facilities.
In the corporate realm, Peter focuses on private, mid-market M&A matters, stock and asset transactions, fund formation, syndication, and private placements. Peter represents a broad range of companies, funds, investors, and entrepreneurs, and he also counsels his clients on crisis management, pre-litigation workouts, and investor, partnership, and shareholder disputes.

Kathleen Adams, CFP, CFBS, CLTC with Fraser Financial Group
As an experienced Certified Financial Planner, Kathleen Adams provides fee-based financial planning for clients, helping them to clarify and define the financial benchmarks they want to reach, and helping to provide a rich, comprehensive context for their tax, estate, business and family planning. She works closely with clients’ other advisors to promote a coordinated approach reviewing and selecting optimal legal, tax and financial strategies. As a Certified Family Business Succession Specialist Kathleen works closely with business owners, assisting them with the process of preparing themselves, their businesses, their retirement and estate planning for a sale to an outside buyer or key person, or for transfer of their businesses to family members.
She works closely with other key advisors to pull together people with skill sets needed to achieve favorable outcomes to the succession process. This work includes properly funding buysell agreements, and providing strategies and financial vehicles for rewarding and retaining key employees who add to the sale value of the business and its ongoing ability to replicate favorable revenues for the buyer.