11/7 version

1. L. A. CHAPTER OF THE CALIFORNIA SOCIETY OF C.P.A.s
ESTATE PLANNING COMMITTEE
CALENDAR of MEETINGS
2015
January 14, 2015 JOSH YAGER-Ralph
Bovitz The Important Role of CPAs in the Ongoing Administration of
Irrevocable Trusts
February 11, 2015 DAVID FOGEL, ESQ.
Bob Birgen - 19th Annual I.R.S. Meeting
March & April 2015 (no meetings- tax season)
May 13, 2015 ABBY FEINMAN, ESQ. & LAURA ZEIGLER, CPA -
OPEN Fixing an Irrevocable Trust- Decanting and Creative Solutions
June 10, 2015
July 8, 2015 xxxxxx--planning for special needs children(?)
August 12, 2015 Children of Wealth- How to Protect Children From
Inheritances
September 16, 2015 xxxxxxx.- California Income
(NOTE DATE CHANGE) Taxation of Estates and Trusts
(Joint meeting with Tax Committee )
OPEN
October 21, 2015 WILLIAM STRICKLAND, ESQ. & CAROL
(NOTE DATE CHANGE) BRADFORD, ESQ.- Donor Advised Funds vs. Private
(Joint meeting with Tax Committee) Foundations
Bob Birgen
November 11, 2015
December 9, 2015 ANDY KATZENSTEIN, ESQ. - Year-End Estate & Gift
Update - New Cases, Rulings & Legislation
For additional information regarding this committee:
http://www.calcpa.org/LA/estate