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Optimizing a Gift Trust and CLAT in the OBBB Era

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Santa Barbara Estate Planning Council

SANTA BARBARA ESTATE PLANNING COUNCIL

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How A Durable Power of Healthcare Works in Real Life

Date: Tuesday, September 24, 2019
Time: 4:30pm - 7:30pm
Location: University Club
Speaker: Rebecca Simonitsch, Advance Care Planning Coordinator Cottage Health, and Herb Geary, Vice President of Patient Care Services and Chief Nursing Officer for Cottage

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November 18, 2025

Optimizing a Gift Trust and CLAT in the OBBB Era

Jonathan Morrison, Senior Partner, Frazer, Ryan, Goldberg & Arnold LLP

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January 27, 2026

2026 Outlook - The Future of Investing: Key Themes Reshaping the Global Economy

Joseph O'Flaherty, MBA, Chief Investment Officer - Channel Wealth

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