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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 |
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.
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.
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