Next Meeting:
Thursday, September 10, 2026
Utilizing the Trust Checkbook & Creating a Clean Exit
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September 10, 2026
Judge Clifford Klein and David Kim
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September 24, 2026
Focus Group - California's new Virtual Representation Statute; Did You Get the Notice?
Moderated by Garee Gasperian
October 8, 2026
Title Insurance
Kevin Sayles
November 12, 2026
Tax Compliance in the Shadows of That Other Transfer Tax: GST Return Requirements for the Wealth Planning Professional
David Bennedetto
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