Events
Education
The Truth About Discounts: They’re Not Dirty, They’re Necessary. What Fiduciaries Must Understand About Valuation, Taxes and Risk Management
May 29, 20263:15 PM – 4:15 PM PT
Sacramento, CA
Marc M. Stern and Julia R. Haye
Speaking Engagement
Planning With, and The Pitfalls of SLATs, A Cautionary Tale of Two Trusts
May 20, 20265:00 PM PT
San Francisco, CA
Laura A. Zwicker and Stefanie J. Lipson
Speaking Engagement
The Age of Longevity: Protecting Wealth When Capacity Declines
April 20, 20269:30 AM – 10:30 AM CET
Villa La Massa, Firenze, Italy
Laura A. Zwicker
Speaking Engagement
Sunrise, Sunset: East Coast and West Coast Perspectives on Premarital Agreements, Estate Planning, Divorce, and Death
April 10, 202610:00 AM – 12:15 PM ET
Online
Stefanie J. Lipson
Speaking Engagement
Beyond The GST Of It! A Deeper Look at the GST Tax and Use of GST Exemption | Marin County Bar Association
March 18, 202612:00 PM – 1:00 PM PT
Online
Stefanie J. Lipson
Industry Conference
USC Gould School of Law 2026 Tax Institute
January 26, 2026
Sheraton Grand Los Angeles
Daniel Cousineau, Matt Zanis, Gary L. Kaplan, Thomas M. Giordano-Lascari, Carl (CJ) Sjulin, Michael Wiener, Auberie Silvain, and Crist Malekyan
Industry Conference
Responsible Investing in Trusts
October 4, 20258:55 AM – 9:50 AM MT
Jackson, Wyoming
Stefanie J. Lipson
Education
Beyond the GST of It | Orange County Estate Planning Council
September 16, 20255:30 PM – 8:00 PM PT
Pacific Club, 4110 MacArthur Boulevard, Newport Beach 92660
Stefanie J. Lipson
Industry Conference
Home is Where the Heartache Is: Practical Issues With Residential Real Property In Trust
September 4, 20252:00 PM – 3:15 PM PT
Santa Clara Convention Center, Santa Clara, California
Stefanie J. Lipson
Industry Conference
Gifts With Purpose: Decoding The Types Of Testamentary Gifts And Their Consequences | Annual PFAC Educational Conference
May 8, 20257:15 AM – 8:15 AM PT
Disneyland Hotel, Anaheim, CA
Julia R. Haye and Marc M. Stern
Industry Conference
Trusts in Succession: Do Civil and Common Law Perspectives Clash?
March 27, 2025
Lenzerheide, Switzerland
Laura A. Zwicker
Industry Conference
USC Gould School of Law 2025 Tax Institute
January 27, 2025
Sheraton Grand Los Angeles
Thomas M. Giordano-Lascari, Gary L. Kaplan, Michael Wiener, Matt Zanis, Laura A. Zwicker, and Carl (CJ) Sjulin
Inland Empire Estate Planning Seminar
November 13, 20191:15 PM – 6:00 PM PT
Orton Center, University of Redlands
Laura A. Zwicker
The Water’s Edge is Dangerous: Planning Effectively for Foreign Clients with Domestic Ties
August 28, 201912:00 PM – 1:30 PM PT
Los Angeles, CA
Laura A. Zwicker
