Past Events

November 27, 2018 An Open Conversation about Useful Practice Skills for EP Professionals
October 23, 2018 Making Sustainable Budgets and Monitoring Prudent Investments in a Special Needs Trust
September 25, 2018 CRUTs: A Win-Win Tool
May 22, 2018 Fixing,Changing and Terminating Irrevocable Trusts
April 24, 2018 Home Equity Conversion Mortgage Loans
March 27, 2018 Financial Potpourri
February 27, 2018 THE FORGOTTEN GENERATION: Perspectives on Estate and Charitable Planning for Generation X
January 23, 2018 Market View for 2018
November 28, 2017 What is financial elder abuse? Who are the perpetrators and why? How to advise clients? What is litigation is necessary?
October 24, 2017 Understanding Situs: The Good, the bad, and the ugly of having a trust established in a state with Domestic Asset Protection Statutes.
September 26, 2017 Property Transfers, Sales and Use Tax Issues
May 23, 2017 Duties of an Individual Trustee (Eldest Son, Caretaking, Daughter, CPA, Attorney, etc.)
April 25, 2017 A Primer on Tax and Other Issues Relevant to Art Collectors and Their Advisors
March 28, 2017 End of life options, dying with dignity is a choice
February 28, 2017 The Employee Stock Ownership Plan Exit Strategy
January 24, 2017 Market Overview for 2017
November 22, 2016 Digital Asset Landscape: Preparation for Changes in Legislation
October 25, 2016 The 3 ILIT Case Studies You Don’t Want to Miss:
September 27, 2016 The Affordable Care Act 6 Year Later: Implications for Santa Barbara
May 24, 2016 CALIFORNIA TAXATION OF TRUST INCOME
March 22, 2016 An Evening with Judge Sterne
February 23, 2016 Inbound Planning for Santa Barbara’s Foreign Clients
January 26, 2016 2016 Investment Outlook
November 24, 2015 Preserving the Estate and Delay RMDs
October 27, 2015 Transferring IRA Wealth: Top 5 Mistakes to Avoid
September 22, 2015 Same Sex, No Sex, Divorce California Style-What Matters and What Doesn't Matter
May 26, 2015 Estate Buy Back Strategy and it’s Practical Limitations’
April 28, 2015 Current Trends in Appraisals and Auctions of Art, Antiques and Other Personal Property
March 24, 2015 Donating Complex Assets to Charity: Case Studies and Best Practices
February 24, 2015 The Important Role of CPAs in the Ongoing Administration of Irrevocable Trusts or How to Avoid being a “Knucklehead”
January 27, 2015 How to Help Your Clients to “Stay Wealthy” in a Treacherous World
November 25, 2014 How Do You Define True Wealth
October 28, 2014 Santa Barbara Village
September 23, 2014 Creating Tax Alpha for Clients
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