CalCPA Estate and Trust Planning 2023 (A) | California Society of CPAs | 21 July 2022 | Hilton Los Angeles/Universal City, 555 Universal Hollywood Dr, Universal City, CA 91608, USA

Venue
Hilton Los Angeles/Universal City
Hilton Los Angeles/Universal City, 555 Universal Hollywood Dr, Universal City, CA 91608, USA

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Event Date Thu Jul 21 PDT - Fri Jul 22 PDT (over 1 year ago)
In your timezone (EST): Thu Jul 21 3:00am - Fri Jul 22 3:00am
Location Hilton Los Angeles/Universal City
555 Universal Hollywood Dr, Universal City, CA 91608, USA
Region Americas
Details

Advisers are relied upon more heavily to provide perspective and clarity as legislation and regulation evolves. Don’t miss this annual conference dedicated to keeping CPAs, attorneys and financial planners on top of recent developments within estate and trust planning. Gain in-depth understanding, effective strategies and connections with expert professionals who specialize in this area.

Speakers

2022 Speakers

Andrew Katzenstein
Partner, Proskauer Rose Llp

Anna Soliman
Trust Counsel and Managing Director, Fiduciary Trust International Of California

Jonathan Lurie
Senior Counsel, Willkie Farr & Gallagher

Bryan Kirk
Director of Estate and Financial Planning, Trust Counsel, Fiduciary Trust International

Jeremiah W. Doyle IV
Senior Vice President, Bny Mellon Wealth Management

Jacqueline Ann Patterson
Partner, Buchanan & Patterson, Llp

Justin Alt
Counsel, Willkie Farr & Gallager Llp

Steven E. Trytten
Partner, Henderson, Caverly, Pum & Trytten Llp

Owen Kaye
Managing Partner, KFB Rice, Llp

John W. Porter
Partner, Baker Botts, Llp

Michael Townsend
Managing Director, Charles Schwab & Co., Inc.

David Gaw
Founder, Gaw Estate Planning

Steven Siegel
President, The Siegel Group

Donita M. Joseph
Partner, Windes, Inc.

Elchonon Istrin
Willkie Farr, Gallagher Llp

Michael Rosen-prinz
Partner, Loeb & Loeb Llp

Kevin Urbatsch, Esq.
Attorney at Law, The Urbatsch Law Firm, P.C.

Sponsors & Partners

2022 Sponsors

GOLD SPONSOR:
• Paychex

SILVER SPONSORS:
• Aon
• BPM
• The Bryn Mawr Trust Company of Delaware
• Trust Properties USA

BRONZE SPONSORS:
• First Republic Bank
• Foundation Source
• Seiler LLP
• Fiduciary Trust International

EVENT SPONSOR:
• Expensify