Upcoming Meetings

Breakfast meetings are held on the second Wednesday of each month at the Pasadena University Club from September through June. These meetings, from 7:00 A.M. to 9:00 A.M., include a buffet breakfast, time for networking, a brief period for business and announcements, craft talks by members, and presentations on subjects of interest to members. Breakfast is included in membership; visitors are welcome and pay a guest fee for breakfast.

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Please RSVP by the Friday before the event by clicking here.

GUEST POLICY: Guests are required to RSVP and pay $50. Payment is by CASH, CHECK or credit card AT THE DOOR.

Please see individual meetings to verify if Minimum Continuing Legal Education (MCLE) credits for attorneys, fiduciaries and others are pending.

2018 – 2019 Meeting Schedule

September 12, 2018 – The “Incapacitated” Surrogate presented by Wendy Kohlhase, Ph.D., Clinical Bioethicist, Huntington Hospital, USC-Verdugo Hills Hospital, ethodist Hospital, Valley Presbyterian Hospital (MCLE credits awarded)

October 10, 2018 – Character, Habit or Custom Evidence in the “Me Too” Era presented by Linda B. Hurevitz, Senior Counsel – Ballard Rosenberg, Golper & Savitt, LLP (MCLE credits awarded)

November 14, 2018  – Maintaining Brain Health and Preventing Alzheimer’s Disease presented by Gary Small, M.D., Professor of Psychiatry and Biobehavioral Sciences, the Parlow-Solomon Professor on Aging at the David Geffen School of Medicine at UCLA, Director of the UCLA Longevity Center, and Director of the Geriatric Psychiatry Division at the Semel Institute for Neuroscience & Human Behavior

December 12, 2018 – Harriet Taylor Upton: Unsung Heroine of the 20th Century Fight For Women’s Rights presented by Hon. Mary Thornton House, Los Angeles County Superior Court, Retired

January 9, 2019 – Top Tax Planning Ideas for 2019 and Beyond presented by Boyd Hudson, ESQ, CPA, Partner–Adams, Hawekotte & Hudson and Charles Stanislawski, MBT, CPA, CTC, President —Stanislawski & Company, Inc., A Certified Public Accounting and Business Consulting Firm

January 24, 2019 5:30p.m. to 8:00p.m. – Fiduciary Round Table Annual Member Mixer. Hot and cold hors d’oeuvres, hosted bar, great people.

Please RSVP to Bill Ukropina by emailing or calling 626-509-1000 by January 22. 

Altadena Country Club/Victorian Ballroom, 2290 Country Club Dr., Altadena – park in upper lot (Members only)

February 13, 2019 – Maintaining Professional and Personal Boundaries presented by Richard Lyon, Phd, MFT

March 13, 2019 – Veterans – Aging at Home and the Rising Costs of Home Care presented by John Soltys, Regional Manager, Veterans Home Care

April 10, 2019 – Do I Realize How Biased I Am? presented by Mark Baer, Attorney, Mark B. Baer, Inc. APLC

May 8, 2019 – When to Join the Fight: Fiduciary Neutrality and Rules of Ethics presented by David Kim, Partner, Wright Kim Douglas, ALC

June 12, 2019