Events Marc M. Stern

Events

Divorce and Death

When: July 29, 2020

Location: Virtual

People: Marc M. Stern

Things we have learned about Capacity from the Sterling and Redstone (and other) Cases.

When: July 14, 2016 at 6:00pm – 9:00pm (PDT)

Location: The Depot

People: Marc M. Stern

Multifamily Wealth Seminar Presented by Berzack Investment Property Advisors Draws Over 160 Investors

When: February 10, 2015

Location: Berzack Investment Property Advisors

People: Marc M. Stern

Maximizing Multifamily Wealth & Cash Flow: Key Investment Strategies for 2013

When: 2013

Location: The Berzack Group

People: Marc M. Stern

Taking Advantage of Intra-Family Loans in a Low Interest Rate Environment

When: 2011

Location: 40th Annual Portland Estate Planning Council Estate Planning Seminar

People: Marc M. Stern

Intra-Family Loans and Sales: A Fresh Look (co-presented with Arnold Kahn)

When: 2009

Location: USC Gould School of Law 35th Annual Trust and Estate Conference

People: Marc M. Stern

Intra-Family Loans - New Opportunities and Perils

When: 2009

Location: Jewish Community Foundation

People: Marc M. Stern

Fiduciary Track – The Effects of Separation and Divorce on an Estate Plan

When: 2008

Location: 45th Annual Hawaii Tax Institute

People: Marc M. Stern

Succession Planning – Integrating the Estate and Financial Plans With Each Other

When: 2008

Location: 45th Annual Hawaii Tax Institute

People: Marc M. Stern

Tax Issues Relating to Marital Dissolutions, Premarital and Postmarital Agreements, Domestic Partners, Etc.

When: 2008

Location: San Fernando Valley Estate Planning Council

People: Marc M. Stern

Federal Income Taxation of Estates Trusts and Beneficiaries

When: 2007-2010

Location: Loyola Law School

People: Marc M. Stern

Analysis and Preparation of the Federal Estate Tax Return, Form 706

When: 2007

Location: 44th Annual Hawaii Tax Institute

People: Marc M. Stern

The Honeymooon is Over, Creative Estate Planning to Satisfy Obligations under a Premarital Agreements or Marital Settlement Agreement

When: 2007

Location: Los Angeles Estate Planning Council

People: Marc M. Stern

Tax Issues Relating to Marital Dissolutions, Premarital and Postmarital Agreements, Domestic Partners, Etc.

When: 2007

Location: California Society of CPAs, Hollywood/Beverly Hills Discussion Group

People: Marc M. Stern

The Honeymooon is Over, Creative Estate Planning to Satisfy Obligations under a Premarital Agreements or Marital Settlement Agreement

When: 2006

Location: Jewish Community Foundation

People: Marc M. Stern

Adjustment Powers Authorized under California Law

When: 2006

Location: Southern California Trust Officers Association

People: Marc M. Stern

Basics of Fiduciary Income Taxation

When: 2005

Location: South Bay Estate Planning Council

People: Marc M. Stern

For Love or Money

When: 2005

Location: GGFCM Speaker Series

People: Marc M. Stern

2004 Recent Developments,

When: 2004

Location: Northwest Tax Institute, Income Taxation of Estates and Trusts

People: Marc M. Stern

The 709, It's Not a Freeway!

When: 2003

Location: Beverly Hills Bar Association

People: Marc M. Stern

What Every CPA Needs to Know About Estate Planning

When: 2002

Location: California Society of CPAs, Santa Barbara County Chapter

People: Marc M. Stern

Advanced Estate Planning After EGTRRA

When: 2001-2002

Location: California Continuing Education of the Bar (CEB)

People: Marc M. Stern

Gifts, Wills and Trusts

When: 2000-2002

Location: USC Law School

People: Marc M. Stern

Transfer Tax Aspects of the Recent Tax Law Changes

When: 2001-2001

Location: Aspen Valley Foundation

People: Marc M. Stern

Crossover Issues in Estate Planning and Dissolution: When Death and Divorce Collide

When: 1999-2005

Location: California Continuing Education of the Bar (CEB)

People: Marc M. Stern

Income Taxation of Trusts and Estates

When: 1999-2004

Location: California Continuing Education of the Bar (CEB)

People: Marc M. Stern

Drafting Premarital and Postmarital Agreements

When: 1999-2003

Location: UCLA Extension

People: Marc M. Stern

Analysis and Preparation of the Federal Estate Tax Return, Form 706

When: 1995-2006

Location: California Society of CPAs

People: Marc M. Stern

Income Taxation of Estates Trusts and Beneficiaries

When: 1993-current

Location: Golden Gate University School of Accounting

People: Marc M. Stern

Drafting Premarital Agreements

When: 1993-2005

Location: California Continuing Education of the Bar (CEB)

People: Marc M. Stern