Thursday Insights Registration
May & June 2026
Winter & Spring 2025 Thursday Insights
Every Thursday the Institute presents educational workshops for independent attorneys, CPAs, bankers, financial planners, investment advisors, as well as insurance and real estate professionals. SCI’s Thought Leaders offer a variety of interesting and pertinent topics in the areas of estate, tax, business succession, wealth strategies, financial, real estate, and much more.
Join us for these informational virtual meetings each
Thursday afternoon from 2:30 – 3:30pm PT.
To Join us for Thursday Insights, please:
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Provide the requested information below
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Check the box next to the title of the programs for which you would like to be registered.
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Click on the “Register Me For The Events” button.
You will receive an email confirmation for each program with the meeting access information.
If you know of colleagues that might be interested in our programs, please feel free to share the link to this page: https://scinstitute.org/ThursdayInsights.
May 2026
May 7 – Planning for Uncommon & Alternative Assets Including Cryptocurrency Innovation; presented by Greg Banner and Ann Rosevear
Many investors are seeking to diversify their portfolio through alternative investments and are looking to you, as their trusted advisor, to help them choose. Join Greg and Ann to understand the various options as well as the current and future pros and cons of each. Gain an understanding of the potential tax benefits and various NV trusts or other wrappers to add asset protection benefits.
May 14 – Pre-empted for Orange County EPI Chapter Meeting
Join us for “The Real Meaning Behind a Valuation – Advice Through Knowledge;” presented by Jeffrey Kates. For full description and to register, go to: www.SCInstitute.org/EPIOC
May 21 – Intentionally Defective Trusts (IDGTs); presented by Steve Mancini, Esq. and Victoria Ralis, Esq.
Why would anyone want a ‘defective’ trust? The intentionally defective trust is a wealth-transferring device used by larger estates. It is an irrevocable trust that has been carefully drafted to cause the grantor to be taxed on trust income yet have trust assets excluded from the grantor’s estate. Such a trust can offer multiple planning opportunities and benefits, particularly when combined with both gifts and installment sales. Join Steve to understand how these IDGT’s are used, when they are appropriate, and when they are not.
May 28 – Understanding and Using a Business Valuation to Unlock and Increase Enterprise Value; presented by Melisa Silverman, JD, CEPA, CVA, SBA, CMEA
Whether a business is in growth mode, or they are planning for an exit/succession in the near future, driving for an increase in value will expand the choices for the owner, their team, and their family. It is just plain good business planning to know the true value of your business. A good valuation will provide you with a punch list of key risk areas to not only improve the value and attractiveness to buyers, but also increase your bottom line, cause alignment and improved culture, and reduce expectation gaps. Join Melisa as she shares the five forms of a valuation, what each are used for, the anatomy of a qualified valuation, and how to use it as a punch list to help your business owner expand their choices.
June 2026
June 4 – Hone Your Counseling Skills to Maximize Your ROE²;presented by Kari Voorhees, Esq. and Shelley Lightfoot, CEPA
Great advisors are effective trust builders, yet early trust doesn’t have enough fire power to keep clients engaged through the minutia of complex planning. When a client’s receptivity is low, they can’t absorb new technical information, and their emotional commitment to planning will ebb and flow. First, we must assess where they are on the continuum from Ease to Friction to Conflict to Toxicity – personally and with the family members affected by the planning. Join Shelley and Kari for an overview of why logic alone will not get the deal done – and learn a way to help clients shift from lack of hope to inspired possibility.
June 11 – Pre-empted for Orange County EPI Chapter Meeting
Join us for “An Intimate Conversation with an Owner: Exit, Failure, Retry, Success;” with the Chapter Leadership Team and their clients. For full description and to register, go to: https://scinstitute.org/EPIOC/
June 18 – Pre-empted for EPI DriveValue Growth and Impact Week
Join us for an experience-filled few days, with opportunities to learn more about how Value Acceleration is applied, connect with Chapter leadership, and immerse yourself in a hands-on excursion you won’t want to miss, all led by best-in-class value creators. Learn more at www.DriveValue.com
June 25 – Trust Settlement & Probate: A Tax Perspective; presented by Kate Langmore, Esq. and Ron Sahmel, CPA
The world of trust settlement & probate often leads to an array of unexpected challenges for the successor trustee or personal representative to sort out, requiring not only an estate attorney but also the critical roles of a tax advisor, financial advisor, real estate professionals, and more. Join Kate and Ron as they share how to help beneficiaries resolve issues such as a convoluted tax history of delinquent returns, fees/penalties, trust accounts, timing of distributions, allocation of assets, funding/taxation of inherited IRAs, and more. Be a hero during a difficult and emotional time as well as forge lasting bonds with the next generation.