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
Hilton Los Angeles/Universal City
555 Universal Hollywood Dr, Universal City, CA 91608, USA
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.
Partner, Proskauer Rose Llp
Trust Counsel and Managing Director, Fiduciary Trust International Of California
Senior Counsel, Willkie Farr & Gallagher
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
Counsel, Willkie Farr & Gallager Llp
Steven E. Trytten
Partner, Henderson, Caverly, Pum & Trytten Llp
Managing Partner, KFB Rice, Llp
John W. Porter
Partner, Baker Botts, Llp
Managing Director, Charles Schwab & Co., Inc.
Founder, Gaw Estate Planning
President, The Siegel Group
Donita M. Joseph
Partner, Windes, Inc.
Willkie Farr, Gallagher Llp
Partner, Loeb & Loeb Llp
Kevin Urbatsch, Esq.
Attorney at Law, The Urbatsch Law Firm, P.C.
• The Bryn Mawr Trust Company of Delaware
• Trust Properties USA
• First Republic Bank
• Foundation Source
• Seiler LLP
• Fiduciary Trust International