29 Apr

Essentials of Estate Planning

Our next meeting will be on May 14, 2014. Please RSVP now!

Presented by FRTSGV members James Gorton and Anne Gifford Ewing.

Jim GortonAnne Gifford Ewing.

JAMES A. GORTON, ATTORNEY
James A. Gorton, Gorton, Janosik & Poxon, LLP, concentrates his legal practice in the fields of Estate Planning, Living Trusts, Wills, Probate and Real Property. Mr. Gorton was admitted to the Bar by the California Supreme Court in 1982, and is a member in good standing of the State Bar of California.

Mr. Gorton is a graduate of the U.C.L.A. School of Law, and has been engaged in the practice of law since 1985 in Pasadena. Mr. Gorton opened his own practice in February 1995 as a sole practitioner, and in 1998 became a member of Gorton, Janosik & Poxon, LLP, a practice concentrating upon estate planning, trusts, wills, probate, conservatorships and guardianships. Mr. Gorton and his partners, John P. Poxon, Jr. and John T. Janosik, are all certified by the State Bar of California Board of Legal Specialization as Certified Specialists in Estate Planning, Trust & Probate Law.

Mr. Gorton is a member of the Pasadena Tournament of Roses Association, and of the Rotary Club of Altadena. He is an honorary life member of the Pasadena Junior Chamber of Commerce.

ANNE GIFFORD EWING

Anne Gifford Ewing is an associate attorney at GIFFORD, DEARING & ABERNATHY, LLP, with a practice focused on trust and estate planning and probate and trust administration. Anne creates both simple estate plans, including wills, revocable trusts, guardianship nominations, durable powers for health care and finances, and trust-planning for the disabled, as well as more complex estate plans for high net worth individuals and families. Anne also advises clients serving as executors or trustees and represents estate and trust beneficiaries. Her clients include individuals, families, professional fiduciaries, not-for-profit institutions and private family foundations.

Anne earned her J.D. from the University of California, Hastings College of the Law. She was a top-ranked member of UC Hastings’ Negotiation Team and placed nationally and internationally in advocacy competitions. She was also on the staff of the Hastings Business Law Journal. While in law school, Anne worked as a law clerk for The Capital Group Companies in The American Funds’ legal and compliance department in Los Angeles, and served the San Francisco County Superior Court as a Volunteer Mediator and as a Judicial Extern to the Probate Department. Prior to joining GIFFORD, DEARING & ABERNATHY, LLP, Anne clerked in the International Court of Arbitration at the International Chamber of Commerce (ICC) headquarters in Paris, France, where her work focused on transnational commercial arbitration cases.

Prior to attending law school, Anne worked in the global investment management industry for The Capital Group Companies. She completed the firm’s prestigious two-year management training program, The Associates’ Program (TAP), performing rotations that included investment research, marketing and human resources at a variety of U.S. and European office locations. She went on to handle communications for Capital Guardian Trust Company’s private wealth department.

Anne earned an M.A. in English and American Literatures and a B.A. in English and French Literatures, both from Stanford University.

Anne is a Los Angeles-area native and a fifth-generation Californian. She is a graduate of Clairbourn School, in San Gabriel, and Polytechnic School, in Pasadena. She now lives in San Gabriel with her husband.

Her associations and memberships include:

Fiduciary Roundtable of the San Gabriel Valley (Board Member)
Stanford Professional Women of Los Angeles
Los Angeles Estate Planning Council
Pasadena Bar Association
Los Angeles County Bar Association
State Bar of California
American Bar Association
Richard Riordan Volunteer Leadership & Development Program (graduate)

02 Apr

April Meeting: Trends in Developing Community Beyond 55

Our next meeting will be on April 9, 2014. Please RSVP now!

Al Koch is an attorney in Pasadena specializing in state and local taxation, income taxation of corporations and individuals, estate planning and taxation of private foundations, taxation of financial institutions, and tax exempt bonds. He currently serves as lead tax counsel for seven municipalities conducting major litigation against the California State Board of Equalization in the First Appellate District, San Francisco, CA. His extensive employment experience includes positions as Vice President and Assistant General Tax Counsel at Bank of America, Partner at Morrison & Foerster, Los Angeles and Agnew, Miller & Carlson, Los Angeles and of Counsel for Horgan, Rosen, Beckham & Coren, Toluca Lake. Al received his B.A. from Yale University and is J.D. from Harvard Law School. Among his many other accomplishments Al also served as a Captain in the US Air Force JAGD.

Sue Kujawa was the Executive Director of Mothers’ Club Family Learning Center for 25 years. During that time she guided the organization from a small, loosely organized support group for mothers and children to a nationally recognized model for promoting family literacy in low income families. She “retired” in 2011 and shortly thereafter learned about the Pasadena Village. She was drawn to its mission of helping people maintain their independence and also make strong, supportive connections in their later years. She is now the Executive Director of the Pasadena Village. Sue is a long-time resident of Altadena, mother of four sons and grandmother of two children. In her free time Sue enjoys traveling in the Southwest where she participates in archeology projects and attempts to learn more about geology.