Estate and Trust Planning Conference 2022 | CalCPA Institute | 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 2 years 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, ESQ.
Partner, Proskauer Rose LLP
Anna Soliman, ESQ., LL.M.
Trust Counsel and Managing Director, Fiduciary Trust International of California
Jonathan Lurie, ESQ.
Senior Counsel, Willkie Farr & Gallagher
Bryan Kirk, ESQ., TEP, CFP
Director of Estate and Financial Planning, Trust Counsel, Fiduciary Trust International
Jeremiah W. Doyle IV, ESQ.
Senior Vice President, BNY Mellon Wealth Management
Jacqueline Ann Patterson, JD, CPA
Partner, Buchanan & Patterson, LLP
Justin Alt, ESQ.
Counsel, Willkie Farr & Gallager LLP
Steven E. Trytten, ESQ.
Partner, Henderson, Caverly, Pum & Trytten LLP
Owen Kaye, ESQ.
Managing Partner, KFB Rice, LLP
John W. Porter, Attorney
Partner, Baker Botts, LLP
Michael Townsend
Managing Director, Charles Schwab & Co., Inc.
David Gaw, ESQ.
Founder, Gaw Estate Planning
Steven Siegel, JD, LLM
President, The Siegel Group
Donita M. Joseph, CPA, MBT
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
• BMP
• The Bryn Mawr Trust Company Of Delaware
• Trust Properties USA
BROZE SPONSORS:
• First Republic Bank
• Foundation Source
• Seiler
• Fiduciary Trust International
SPONSOR:
• Expensify