Past Events

May 28, 2019 Divorce Panel
Panel of Presenters: Brian Burke, Matthew Long and Jim Lisi
April 23, 2019 What’s New in the Law and How it Might Impact Trust Officers, CFP’s, and Attorneys.
Honorable Thomas Anderle, SB Superior Court
March 26, 2019 Snooze You Lose: Attorney Fees and the Non-Participating Trust Beneficiary
Honorable Glen Reiser, Retired
February 26, 2019 How We As Professionals Can Help Terminally Ill Clients Put Their Estate In Order
Jesse Brisendine
January 22, 2019 2019 Economic Forecast
Katie Nixon, Northern Trust
November 27, 2018 An Open Conversation about Useful Practice Skills for EP Professionals
Paul A. Graziano, Esq.
October 23, 2018 Making Sustainable Budgets and Monitoring Prudent Investments in a Special Needs Trust
Paul Bartschi & Scott MacDonald
September 25, 2018 CRUTs: A Win-Win Tool
Joe Ferreira & Jack Rabuck
May 22, 2018 Fixing,Changing and Terminating Irrevocable Trusts
Stephanie Zaffos & Klay Nichol
April 24, 2018 Home Equity Conversion Mortgage Loans
Eric D. Miller & Ryan Ponsford
March 27, 2018 Financial Potpourri
Brad Stark, MS, CFP
February 27, 2018 THE FORGOTTEN GENERATION: Perspectives on Estate and Charitable Planning for Generation X
Grace Russak, CTFA, TEP and Vicki Shelton, Ph.D
January 23, 2018 Market View for 2018
DeAnne Steele, MBA, CFA, CAIA
November 28, 2017 What is financial elder abuse? Who are the perpetrators and why? How to advise clients? What is litigation is necessary?
Vivian Lee Thoreen B.A, M.A, J.D.
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.
Steven Hall, BS, JD, MBA,
September 26, 2017 Property Transfers, Sales and Use Tax Issues
Michael Lebeau
May 23, 2017 Duties of an Individual Trustee (Eldest Son, Caretaking, Daughter, CPA, Attorney, etc.)
Josh Yager, Esq., CFP
April 25, 2017 A Primer on Tax and Other Issues Relevant to Art Collectors and Their Advisors
Paul N. Frimmer, Esq.: Partner in the Los Angeles law firm of Loeb & Loeb LLP.
March 28, 2017 End of life options, dying with dignity is a choice
Debbie Molnar BSN, Compassion & Choices Outreach Volunteer
February 28, 2017 The Employee Stock Ownership Plan Exit Strategy
John R. Nelson, Esq. Mg Director, NFP
January 24, 2017 Market Overview for 2017
Lon Morton CEO & C0-Chief Investment Officer and Jeffrey Sarti CFA, MBA & Co-President
November 22, 2016 Digital Asset Landscape: Preparation for Changes in Legislation
Rich Martin, CEO, Directives Online
October 25, 2016 The 3 ILIT Case Studies You Don’t Want to Miss:
G. Tate Groome
September 27, 2016 The Affordable Care Act 6 Year Later: Implications for Santa Barbara
Ronald C. Werft, President and CEO of Cottage Health Systems
May 24, 2016 CALIFORNIA TAXATION OF TRUST INCOME
Alexander M. Popovich
March 22, 2016 An Evening with Judge Sterne
Judge Colleen K. Sterne
February 23, 2016 Inbound Planning for Santa Barbara’s Foreign Clients
Cindy Brittain
January 26, 2016 2016 Investment Outlook
Katie Nixon, Chief Investment Officer Northern Trust
November 24, 2015 Preserving the Estate and Delay RMDs
Timothy M. Kiesling, CLU, ChFC, RICP, CASL
October 27, 2015 Transferring IRA Wealth: Top 5 Mistakes to Avoid
Christine Roberts
September 22, 2015 Same Sex, No Sex, Divorce California Style-What Matters and What Doesn't Matter
John Rydell, Marisa Beuoy and Paul Roberts,
May 26, 2015 Estate Buy Back Strategy and it’s Practical Limitations’
Andy Katzenstein, Roy Martinez and Paul DeLauro, City National Bank
April 28, 2015 Current Trends in Appraisals and Auctions of Art, Antiques and Other Personal Property
Redge A Martin, Clars Auction Gallery
March 24, 2015 Donating Complex Assets to Charity: Case Studies and Best Practices
Ryan Boland, Fidelity Charitable, Complex Assets Group
February 24, 2015 The Important Role of CPAs in the Ongoing Administration of Irrevocable Trusts or How to Avoid being a “Knucklehead”
Josh Yager
January 27, 2015 How to Help Your Clients to “Stay Wealthy” in a Treacherous World
Gary Furukawa
November 25, 2014 How Do You Define True Wealth
Joel Baker
October 28, 2014 Santa Barbara Village
Naomi Kovacs, Executive Director
September 23, 2014 Creating Tax Alpha for Clients
Ernest Clark, CPA/PFS
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