| October 23, 2025 |
The Insanity of the Fiduciary World - Focus Group
Moderated by Cheryl Carter and Suzanne Grudnitski |
| October 9, 2025 |
The Love Affair is Over... What Professional Fiduciaries Need to Know
Monica Goel |
| September 25, 2025 |
AI at Work: Practical Applications Across Vocations - Focus Group
Moderated by Garee Gasperian |
| September 11, 2025 |
The Ethics of AI Across Multiple Professions and Cross Professional AI Challenges
Cynthia R. Cox |
| June 12, 2025 |
Annual June Evening Social
|
| May 22, 2025 |
Capital Gains Tax Planning for Older Americans - Focus Group
Moderated by Patricia Harik |
| May 8, 2025 |
Capital Gains Tax Planning for Older Americans
Neda Barkhordar |
| April 24, 2025 |
Focus Group - Elder Protection: Preventing Abuse and Mitigating Loss
Moderated by Garee Gasperian |
| April 10, 2025 |
Transnational Scams Targeting Older Adults
Lisa Feldman and Monica Tait |
| March 27, 2025 |
Focus Group - Non-Probate Transfers, including California’s new probate exemption thresholds under Assembly Bill 2016
Moderated by Pete Pettler and Angela Klenk |
| March 13, 2025 |
Update 2025: What’s happening with Medi-Cal Qualification Expansion?
Carlos Arcos |
| February 27, 2025 |
Focus Group - Case Studies of the SECURE Act and SECURE Act 2.0
Moderated by Eric Harris, Larry Takahashi, Mollie Kaiser |
| February 13, 2025 |
SECURE Act and SECURE Act 2.0 panel
Panelists: Eric Harris, Larry Takahashi, Mollie Kaiser |
| January 23, 2025 |
Focus Group - Transition Outlook: What to Expect Under a Second Trump Administration Re: Future Tax Policy
Moderated by Patricia Harik and Angela Klenk |
| January 9, 2025 |
Estate Planning Updates
Andrew Katzenstein and Cary Robbins |
| December 12, 2024 |
Property Tax Savings with Legal Entities
Gregory R. Broege |
| November 14, 2024 |
Title Insurance, Vesting Issues & Court Orders
Kevin Sayles |
| October 24, 2024 |
Focus Group - Beneficial Ownership Interest Reports – Requirements and Recommendations
Moderated by Mary Hanson, Attorney at Law |
| October 10, 2024 |
Supported Decision Making, Friend or Foe and Implications for your Business
Cynthia R. Cox |
| September 26, 2024 |
Focus Group - Digging Deeper into QPRTs
Moderated by Garee Gasperian, Esq. |
| September 12, 2024 |
QPRTs Decoded: Exploring the Evolution from Foundational Legal Principles to Modern Day Applications
David P. Benedetto, JD LLM |
| June 13, 2024 |
Annual June Evening Social
|
| May 23, 2024 |
“Experiences of ‘This Went Wrong” where Hindsight becomes Foresight”
Moderated by Garee Gasperian, Esq. |
| May 9, 2024 |
Estate Plans Gone Sideways
Judge David Cowan |
| April 25, 2024 |
Succession Planning for Trusts and Estates Practitioners - Focus Group
Moderated by Angela Klenk |
| April 11, 2024 |
Ethical Wills: Our Most Precious Legacy
Rabbi Kale |
| March 28, 2024 |
Beat Prop. 13: Using An Entity To Transfer Real Estate To Heirs - Deeper Dive
Moderated by TBD |
| March 14, 2024 |
Beat Prop. 13: Using An Entity To Transfer Real Estate To Heirs.
Bruce Givner |
| February 22, 2024 |
The Magic of Avoiding Financial Fraud
Moderated by TBD |
| February 8, 2024 |
Magic of Fighting Fraud.
John Tonsick, CPA, CFE |
| January 25, 2024 |
Unpacking Relevant Tax Changes
Moderated by Patricia Harik |
| January 11, 2024 |
Relevant Tax Changes.
Andy Katzenstein and Cary Robbins |
| December 14, 2023 |
You Can't Take it With You. Making Sure Intellectual Property Survives
Marc Hankin |
| November 9, 2023 |
New Medi-CAL Criteria
Fay Blix |
| October 27, 2023 |
Happy Hour at Brews Hall - Torrance
|
| October 26, 2023 |
Keeping it Safe - Continued...
Moderated by Kevin Klenk |
| October 12, 2023 |
Keeping it Safe: Your Business, Your Clients' Data, and You
Mark Mina |
| September 28, 2023 |
Real Life Mediation Tales…
Moderated by Michael Goergen |
| September 14, 2023 |
Probate Mediations: Traveling Emotional Highways to Resolution
Judge House |
| June 15, 2023 |
Annual June Evening Social
|
| May 25, 2023 |
Topic: Proposition 19 – Digging Deeper into the Proactive Planning Techniques
Moderated by Angela Kleink |
| May 11, 2023 |
Proposition 19 Revisited: Proactive Planning Techniques and Practice Pointers
Greg Broege (attending via Zoom) |
| April 27, 2023 |
Employment Related Issues (Caregivers)
Lynne Hook |
| April 13, 2023 |
Supported Decision Making
Teresa Gorman and Judge Kim Hubbard |
| March 23, 2023 |
Who Really Owns That Property?
Samuel M. Ford, Esq. |
| March 9, 2023 |
Exploration of Ethics and the Elderly
Cynthia Cox |
| February 23, 2023 |
Secure Act 2.0
John Barry |
| February 9, 2023 |
Jeopardy!!!
Everybody |
| January 26, 2023 |
Asset Valuations – when and how to use them Valuing and Selling Partnership Interests in Real Estate and Closely Held Companies
Todd Wohl |
| January 12, 2023 |
Tax Update
Andy Katzenstein |
| December 8, 2022 |
Business Succession Planning
Kira Mastellar (via Zoom) |
| November 10, 2022 |
Tumultuous Terrain of the Trustee
Willow McJilton and Adam Streltzer |
| October 27, 2022 |
Happy Hour at Rock & Brews
|
| October 13, 2022 |
Hiring Mary or Marth Poppins: Considerations When Employing Household Caregivers
Dawn Coulson |
| September 22, 2022 |
Congnitive Impairment - Bring your War Stories
Round Table Discussion |
| September 8, 2022 |
The Cost of Cognitive Impairment: The Impact of Cognition on Financial Decision Making
Michelle McDonald, Phd |
| June 30, 2022 |
Let’s Talk about a Paperless Office
Patricia Bell Harik |
| June 14, 2022 |
SBEPC Annual Evening Social
|
| May 26, 2022 |
May 26th Focus Group Meeting
Stewart Darrell |
| April 14, 2022 |
April 14th General Breakfast Meeting
Cynthia Waterson |
| March 18, 2022 |
March 18th Happy Hour @ The Brews Hall in Torrance
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